Patten & Patten’s Bank of America BAC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$3.74M Sell
76,810
-23
-0% -$1.19K 0.23% 92
2025
Q4
$4.23M Sell
76,833
-4,643
-6% -$245K 0.25% 85
2025
Q3
$4.2M Sell
81,476
-1,660
-2% -$81K 0.25% 85
2025
Q2
$3.93M Sell
83,136
-4,180
-5% -$176K 0.25% 81
2025
Q1
$3.64M Sell
87,316
-2,148
-2% -$95.7K 0.24% 77
2024
Q4
$3.93M Sell
89,464
-5,852
-6% -$257K 0.26% 78
2024
Q3
$3.78M Sell
95,316
-8,635
-8% -$346K 0.25% 76
2024
Q2
$4.13M Sell
103,951
-4,058
-4% -$156K 0.29% 71
2024
Q1
$4.1M Sell
108,009
-9,304
-8% -$319K 0.29% 71
2023
Q4
$3.95M Sell
117,313
-2,970
-2% -$86.5K 0.32% 68
2023
Q3
$3.29M Sell
120,283
-14,298
-11% -$423K 0.29% 74
2023
Q2
$3.86M Sell
134,581
-4,855
-3% -$139K 0.32% 72
2023
Q1
$3.99M Buy
139,436
+1,725
+1% +$56.9K 0.35% 68
2022
Q4
$4.56M Sell
137,711
-3,125
-2% -$108K 0.41% 66
2022
Q3
$4.25M Sell
140,836
-2,739
-2% -$91.6K 0.4% 69
2022
Q2
$4.47M Sell
143,575
-7,512
-5% -$270K 0.39% 70
2022
Q1
$6.23M Buy
151,087
+488
+0.3% +$22K 0.45% 63
2021
Q4
$6.7M Buy
150,599
+5,730
+4% +$261K 0.46% 63
2021
Q3
$6.15M Buy
144,869
+2,969
+2% +$120K 0.47% 61
2021
Q2
$5.85M Buy
141,900
+12,318
+10% +$505K 0.45% 62
2021
Q1
$5.01M Buy
129,582
+9
+0% +$311 0.41% 67
2020
Q4
$3.93M Sell
129,573
-707
-0.5% -$18.9K 0.34% 72
2020
Q3
$3.14M Buy
130,280
+6,344
+5% +$158K 0.31% 72
2020
Q2
$2.94M Sell
123,936
-4,544
-4% -$107K 0.32% 74
2020
Q1
$2.73M Sell
128,480
-12,488
-9% -$374K 0.36% 67
2019
Q4
$4.96M Sell
140,968
-3,415
-2% -$110K 0.5% 54
2019
Q3
$4.21M Sell
144,383
-9,813
-6% -$282K 0.46% 57
2019
Q2
$4.47M Sell
154,196
-12,125
-7% -$350K 0.48% 57
2019
Q1
$4.59M Sell
166,321
-14,391
-8% -$407K 0.5% 58
2018
Q4
$4.45M Sell
180,712
-43,225
-19% -$1.17M 0.55% 57
2018
Q3
$6.6M Sell
223,937
-930
-0.4% -$28.3K 0.65% 50
2018
Q2
$6.34M Sell
224,867
-24,255
-10% -$724K 0.65% 49
2018
Q1
$7.47M Sell
249,122
-2,991
-1% -$94K 0.76% 41
2017
Q4
$7.44M Buy
252,113
+6,863
+3% +$189K 0.74% 45
2017
Q3
$6.21M Buy
245,250
+12,526
+5% +$304K 0.65% 52
2017
Q2
$5.65M Buy
232,724
+10,474
+5% +$244K 0.62% 52
2017
Q1
$5.24M Buy
222,250
+43,426
+24% +$1.03M 0.6% 55
2016
Q4
$3.95M Buy
178,824
+13,673
+8% +$263K 0.49% 61
2016
Q3
$2.58M Buy
165,151
+7,594
+5% +$113K 0.33% 73
2016
Q2
$2.09M Buy
157,557
+22,166
+16% +$311K 0.29% 80
2016
Q1
$1.83M Sell
135,391
-3,032
-2% -$40.9K 0.26% 84
2015
Q4
$2.33M Sell
138,423
-1,449
-1% -$24.5K 0.32% 73
2015
Q3
$2.18M Sell
139,872
-3,500
-2% -$58.9K 0.33% 76
2015
Q2
$2.44M Sell
143,372
-1,740
-1% -$28.7K 0.35% 77
2015
Q1
$2.23M Sell
145,112
-121
-0.1% -$1.94K 0.32% 78
2014
Q4
$2.6M Buy
145,233
+7,815
+6% +$134K 0.39% 75
2014
Q3
$2.34M Buy
137,418
+9,900
+8% +$158K 0.37% 75
2014
Q2
$1.96M Sell
127,518
-6,000
-4% -$93.2K 0.32% 77
2014
Q1
$2.3M Sell
133,518
-1,046
-0.8% -$17.6K 0.31% 79
2013
Q4
$2.1M Buy
134,564
+9,044
+7% +$134K 0.29% 80
2013
Q3
$1.73M Buy
125,520
+6,170
+5% +$88.1K 0.27% 81
2013
Q2
$1.53M Buy
+119,350
New +$1.52M 0.25% 91

Other funds holding BAC

Patten & Patten's BAC Position: Q1 2026 in Review

Patten & Patten reduced its Bank of America (BAC) stake by 0.03% in Q1 2026, selling an estimated $1.19K and leaving 76,810 shares worth $3.74M. The position accounts for 0.23% of the portfolio, ranked #92.

Patten & Patten first reported a position in BAC in Q2 2013 and has held it in 52 quarters since. The position peaked at $7.47M in Q1 2018. 3,462 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Patten & Patten held 76,810 shares of Bank of America worth $3.74M as of Q1 2026.
  • Patten & Patten sold 23 Bank of America shares in Q1 2026, an estimated $1.19K.
  • Bank of America made up 0.23% of Patten & Patten's portfolio in Q1 2026, its #92 holding.
  • Patten & Patten first reported a position in Bank of America in Q2 2013 and has held it in 52 quarters since.
  • Patten & Patten's Bank of America position peaked at $7.47M in Q1 2018.
  • 3,462 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Patten & Patten's 13F filing for Q1 2026, filed 1 May 2026.