Patrick M. Sweeney & Associates
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Patrick M. Sweeney & Associates’s Bank of America BAC Stock Holding History

Patrick M. Sweeney & Associates’s Portfolio BAC Stock Details BAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$6.56M Buy
120,586
+73
+0.1% +$4.45K 3.7% 5
2026
Q2 		$6.87M Sell
120,513
-6,468
-5% -$344K 3.94% 2
2026
Q1 		$6.19M Buy
126,981
+108
+0.1% +$5.57K 3.97% 4
2025
Q4 		$6.98M Buy
126,873
+131
+0.1% +$6.92K 4.36% 4
2025
Q3 		$6.54M Buy
126,742
+382
+0.3% +$18.6K 4.23% 4
2025
Q2 		$6.18M Buy
126,360
+714
+0.6% +$30K 4.25% 4
2025
Q1 		$5.24M Buy
125,646
+10,346
+9% +$461K 3.92% 5
2024
Q4 		$5.07M Sell
115,300
-11,501
-9% -$506K 3.8% 4
2024
Q3 		$5.03M Sell
126,801
-2,027
-2% -$81.2K 3.7% 6
2024
Q2 		$5.12M Buy
128,828
+140
+0.1% +$5.36K 4.14% 4
2024
Q1 		$4.88M Buy
128,688
+233
+0.2% +$8K 4.01% 5
2023
Q4 		$4.33M Buy
+128,455
New +$3.74M 3.96% 5

Other funds holding BAC

Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Patrick M. Sweeney & Associates's BAC Position: Q3 2026 in Review

Patrick M. Sweeney & Associates increased its Bank of America (BAC) stake by 0.06% in Q3 2026, buying an estimated $4.45K and bringing the position to 120,586 shares worth $6.56M. The position accounts for 3.7% of the portfolio, ranked #5.

Patrick M. Sweeney & Associates first reported a position in BAC in Q4 2023 and has held it in 12 quarters since. The position peaked at $6.98M in Q4 2025. 1,919 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • Patrick M. Sweeney & Associates held 120,586 shares of Bank of America worth $6.56M as of Q3 2026.
  • Patrick M. Sweeney & Associates bought 73 Bank of America shares in Q3 2026, an estimated $4.45K.
  • Bank of America made up 3.7% of Patrick M. Sweeney & Associates's portfolio in Q3 2026, its #5 holding.
  • Patrick M. Sweeney & Associates first reported a position in Bank of America in Q4 2023 and has held it in 12 quarters since.
  • Patrick M. Sweeney & Associates's Bank of America position peaked at $6.98M in Q4 2025.
  • 1,919 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q3 2026, filed 22 Oct 2026.