Petix & Botte Financial’s Bank of America BAC Stock Holding History

Petix & Botte Financial’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	$821K	Buy	14,406 +7,239	+101%	+$385K	0.17%	75
2026 Q1	$702K	Sell	7,167 -7,239	-50%	-$374K	0.16%	75
2025 Q4	$792K	Buy	14,406 +72	+0.5%	+$3.81K	0.18%	69
2025 Q3	$739K	Hold	14,334	–	–	0.17%	69
2025 Q2	$678K	Hold	14,334	–	–	0.17%	74
2025 Q1	$598K	Hold	14,334	–	–	0.16%	75
2024 Q4	$630K	Hold	14,334	–	–	0.17%	74
2024 Q3	$569K	Hold	14,334	–	–	0.15%	67
2024 Q2	$570K	Buy	14,334 +7,167	+100%	+$275K	0.16%	67
2024 Q1	$272K	Sell	7,167 -7,167	-50%	-$246K	0.07%	117
2023 Q4	$483K	Hold	14,334	–	–	0.14%	69
2023 Q3	$392K	Hold	14,334	–	–	0.12%	79
2023 Q2	$411K	Buy	14,334 +6,478	+82%	+$185K	0.13%	77
2023 Q1	$225K	Buy	+7,856	New	+$259K	0.15%	70
2022 Q3	$237K	Buy	+7,856	New	+$263K	0.18%	63
2022 Q2	–	Sell	-5,328	Closed	-$220K	–	72
2022 Q1	$220K	Buy	+5,328	New	+$240K	0.07%	109
2021 Q4	–	Sell	-6,206	Closed	-$264K	–	84
2021 Q3	$264K	Buy	+6,206	New	+$250K	0.09%	95

Other funds holding BAC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Petix & Botte Financial's BAC Position: Q2 2026 in Review

Petix & Botte Financial increased its Bank of America (BAC) stake by 101% in Q2 2026, buying an estimated $385K and bringing the position to 14,406 shares worth $821K. The position accounts for 0.17% of the portfolio, ranked #75.

Petix & Botte Financial first reported a position in BAC in Q3 2021 and has held it in 17 quarters since. 3,609 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Petix & Botte Financial held 14,406 shares of Bank of America worth $821K as of Q2 2026.
Petix & Botte Financial bought 7,239 Bank of America shares in Q2 2026, an estimated $385K.
Bank of America made up 0.17% of Petix & Botte Financial's portfolio in Q2 2026, its #75 holding.
Petix & Botte Financial first reported a position in Bank of America in Q3 2021 and has held it in 17 quarters since.
3,609 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Petix & Botte Financial's 13F filing for Q2 2026, filed 4 Aug 2026.