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Patriot Financial Group Insurance Agency’s Bank of America BAC Stock Holding History

Patriot Financial Group Insurance Agency’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
Q2 		$1.79M Sell
31,774
-89,576
-74% -$4.76M 0.18% 141
2026
Q1 		$5.92M Buy
121,350
+86,857
+252% +$4.48M 0.33% 85
2025
Q4 		$1.9M Sell
34,493
-23,180
-40% -$1.23M 0.23% 120
2025
Q3 		$2.98M Sell
57,673
-6,400
-10% -$312K 0.38% 67
2025
Q2 		$3.03M Buy
64,073
+5,453
+9% +$229K 0.35% 68
2025
Q1 		$2.45M Buy
58,620
+2,818
+5% +$126K 0.33% 73
2024
Q4 		$2.45M Buy
55,802
+819
+1% +$36K 0.33% 67
2024
Q3 		$2.18M Sell
54,983
-1,303
-2% -$52.2K 0.29% 76
2024
Q2 		$2.24M Sell
56,286
-1,067
-2% -$40.9K 0.33% 68
2024
Q1 		$2.17M Buy
57,353
+1,417
+3% +$48.6K 0.35% 58
2023
Q4 		$1.88M Sell
55,936
-437
-0.8% -$12.7K 0.36% 59
2023
Q3 		$1.54M Buy
56,373
+1,974
+4% +$58.4K 0.32% 70
2023
Q2 		$1.56M Buy
54,399
+9,218
+20% +$263K 0.29% 75
2023
Q1 		$1.29M Buy
45,181
+13,060
+41% +$431K 0.26% 88
2022
Q4 		$1.06M Buy
32,121
+118
+0.4% +$4.06K 0.14% 99
2022
Q3 		$966K Buy
32,003
+1,606
+5% +$53.7K 0.24% 103
2022
Q2 		$946K Buy
30,397
+1,173
+4% +$42.2K 0.19% 112
2022
Q1 		$1.21M Sell
29,224
-1,008
-3% -$45.5K 0.21% 106
2021
Q4 		$1.34M Buy
30,232
+576
+2% +$26.2K 0.22% 103
2021
Q3 		$1.26M Buy
29,656
+1,178
+4% +$47.5K 0.22% 107
2021
Q2 		$1.17M Buy
28,478
+3,985
+16% +$163K 0.21% 112
2021
Q1 		$948K Buy
24,493
+4,290
+21% +$148K 0.22% 111
2020
Q4 		$612K Buy
20,203
+482
+2% +$12.9K 0.15% 148
2020
Q3 		$475K Sell
19,721
-261
-1% -$6.5K 0.15% 145
2020
Q2 		$475K Sell
19,982
-341
-2% -$8.06K 0.18% 123
2020
Q1 		$431K Buy
20,323
+3,248
+19% +$97.4K 0.2% 106
2019
Q4 		$601K Sell
17,075
-1,888
-10% -$61K 0.23% 93
2019
Q3 		$553K Sell
18,963
-51
-0.3% -$1.47K 0.25% 76
2019
Q2 		$554K Buy
19,014
+1,245
+7% +$35.9K 0.24% 68
2019
Q1 		$488K Buy
17,769
+4,450
+33% +$126K 0.25% 65
2018
Q4 		$328K Buy
13,319
+779
+6% +$21.1K 0.22% 81
2018
Q3 		$369K Buy
12,540
+10,516
+520% +$320K 0.22% 71
2018
Q2 		$57K Sell
2,024
-6,922
-77% -$207K 0.06% 173
2018
Q1 		$262K Buy
8,946
+403
+5% +$12.7K 0.19% 108
2017
Q4 		$258K Buy
8,543
+595
+7% +$16.4K 0.19% 105
2017
Q3 		$205K Sell
7,948
-496
-6% -$12K 0.18% 105
2017
Q2 		$210K Buy
8,444
+126
+2% +$2.94K 0.22% 95
2017
Q1 		$193K Sell
8,318
-196
-2% -$4.65K 0.2% 91
2016
Q4 		$193K Buy
+8,514
New +$164K 0.26% 83

Other funds holding BAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Patriot Financial Group Insurance Agency's BAC Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its Bank of America (BAC) stake by 74% in Q2 2026, selling an estimated $4.76M and leaving 31,774 shares worth $1.79M. The position accounts for 0.18% of the portfolio, ranked #141.

Patriot Financial Group Insurance Agency first reported a position in BAC in Q4 2016 and has held it in 39 quarters since. The position peaked at $5.92M in Q1 2026. 2,356 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 31,774 shares of Bank of America worth $1.79M as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 89,576 Bank of America shares in Q2 2026, an estimated $4.76M.
  • Bank of America made up 0.18% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #141 holding.
  • Patriot Financial Group Insurance Agency first reported a position in Bank of America in Q4 2016 and has held it in 39 quarters since.
  • Patriot Financial Group Insurance Agency's Bank of America position peaked at $5.92M in Q1 2026.
  • 2,356 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.