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 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 $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Petix & Botte Financial's BAC Position: Q1 2026 in Review

Petix & Botte Financial reduced its Bank of America (BAC) stake by 50% in Q1 2026, selling an estimated $374K and leaving 7,167 shares worth $702K. The position accounts for 0.16% of the portfolio, ranked #75.

Petix & Botte Financial first reported a position in BAC in Q3 2021 and has held it in 16 quarters since. The position peaked at $792K in Q4 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Petix & Botte Financial held 7,167 shares of Bank of America worth $702K as of Q1 2026.
Petix & Botte Financial sold 7,239 Bank of America shares in Q1 2026, an estimated $374K.
Bank of America made up 0.16% of Petix & Botte Financial's portfolio in Q1 2026, its #75 holding.
Petix & Botte Financial first reported a position in Bank of America in Q3 2021 and has held it in 16 quarters since.
Petix & Botte Financial's Bank of America position peaked at $792K in Q4 2025.
3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Petix & Botte Financial's 13F filing for Q1 2026, filed 30 Apr 2026.