Patriot Investment Management Group’s Bank of America BAC Stock Holding History

Patriot Investment Management Group’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	$236K	Buy	4,345 +8	+0.2%	+$487	0.01%	224
2026 Q2	$247K	Buy	4,337 +1	+0%	+$53	0.01%	223
2026 Q1	$211K	Buy	4,336 +2	+0%	+$103	0.01%	233
2025 Q4	$238K	Buy	4,334 +2	+0%	+$106	0.02%	222
2025 Q3	$223K	Sell	4,332 -607	-12%	-$29.6K	0.01%	232
2025 Q2	$234K	Buy	+4,939	New	+$208K	0.02%	224
2025 Q1	–	Sell	-5,484	Closed	-$241K	–	228
2024 Q4	$241K	Sell	5,484 -197	-3%	-$8.67K	0.02%	213
2024 Q3	$225K	Sell	5,681 -860	-13%	-$34.5K	0.02%	226
2024 Q2	$260K	Buy	6,541 +6	+0.1%	+$230	0.02%	217
2024 Q1	$248K	Buy	6,535 +3	+0%	+$103	0.02%	223
2023 Q4	$220K	Buy	+6,532	New	+$190K	0.02%	223
2023 Q3	–	Sell	-8,896	Closed	-$255K	–	226
2023 Q2	$255K	Sell	8,896 -26	-0.3%	-$742	0.02%	219
2023 Q1	$255K	Buy	8,922 +5	+0.1%	+$165	0.02%	218
2022 Q4	$316K	Buy	8,917 +8	+0.1%	+$276	0.03%	203
2022 Q3	$269K	Buy	8,909 +35	+0.4%	+$1.17K	0.03%	208
2022 Q2	$276K	Sell	8,874 -723	-8%	-$26K	0.03%	210
2022 Q1	$395K	Sell	9,597 -329	-3%	-$14.8K	0.03%	191
2021 Q4	$441K	Sell	9,926 -427	-4%	-$19.5K	0.04%	188
2021 Q3	$439K	Buy	10,353 +5	+0%	+$201	0.04%	181
2021 Q2	$426K	Buy	10,348 +211	+2%	+$8.65K	0.04%	181
2021 Q1	$392K	Buy	+10,137	New	+$350K	0.04%	180
2020 Q4	–	Sell	-9,808	Closed	-$236K	–	176
2020 Q3	$236K	Buy	9,808 +3,086	+46%	+$76.8K	0.03%	202
2020 Q2	$160K	Sell	6,722 -2,736	-29%	-$64.6K	0.02%	223
2020 Q1	$200K	Buy	9,458 +9	+0.1%	+$270	0.03%	196
2019 Q4	$332K	Buy	9,449 +268	+3%	+$8.66K	0.04%	180
2019 Q3	$257K	Sell	9,181 -485	-5%	-$13.9K	0.04%	190
2019 Q2	$280K	Buy	9,666 +469	+5%	+$13.5K	0.04%	185
2019 Q1	$253K	Buy	+9,197	New	+$260K	0.04%	188

Other funds holding BAC

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Patriot Investment Management Group's BAC Position: Q3 2026 in Review

Patriot Investment Management Group increased its Bank of America (BAC) stake by 0.18% in Q3 2026, buying an estimated $487 and bringing the position to 4,345 shares worth $236K. The position accounts for 0.01% of the portfolio, ranked #224.

Patriot Investment Management Group first reported a position in BAC in Q1 2019 and has held it in 28 quarters since. The position peaked at $441K in Q4 2021. 588 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

Patriot Investment Management Group held 4,345 shares of Bank of America worth $236K as of Q3 2026.
Patriot Investment Management Group bought 8 Bank of America shares in Q3 2026, an estimated $487.
Bank of America made up 0.01% of Patriot Investment Management Group's portfolio in Q3 2026, its #224 holding.
Patriot Investment Management Group first reported a position in Bank of America in Q1 2019 and has held it in 28 quarters since.
Patriot Investment Management Group's Bank of America position peaked at $441K in Q4 2021.
588 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Patriot Investment Management Group's 13F filing for Q3 2026, filed 15 Oct 2026.