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Pitti Group Wealth Management’s Bank of America BAC Stock Holding History

Pitti Group Wealth Management’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 		$1.08M Sell
19,007
-2,234
-11% -$119K 0.79% 31
2026
Q1 		$1.04M Buy
21,241
+161
+0.8% +$8.31K 0.84% 30
2025
Q4 		$1.16M Sell
21,080
-347
-2% -$18.3K 0.95% 28
2025
Q3 		$1.11M Sell
21,427
-948
-4% -$46.2K 0.94% 27
2025
Q2 		$1.06M Sell
22,375
-355
-2% -$14.9K 0.91% 27
2025
Q1 		$949K Buy
22,730
+28
+0.1% +$1.25K 0.97% 29
2024
Q4 		$998K Sell
22,702
-2,764
-11% -$122K 1.01% 29
2024
Q3 		$857K Hold
25,466
– – 0.93% 28
2024
Q2 		$857K Buy
25,466
+1,016
+4% +$38.9K 0.93% 28
2024
Q1 		$889K Sell
24,450
-1,016
-4% -$34.9K 0.99% 27
2023
Q4 		$857K Sell
25,466
-4,082
-14% -$119K 0.93% 28
2023
Q3 		$809K Buy
29,548
+906
+3% +$26.8K 0.93% 30
2023
Q2 		$822K Buy
28,642
+10,100
+54% +$288K 0.92% 28
2023
Q1 		$530K Sell
18,542
-30
-0.2% -$990 0.59% 41
2022
Q4 		$615K Buy
18,572
+1,591
+9% +$54.8K 0.73% 34
2022
Q3 		$513K Buy
16,981
+348
+2% +$11.6K 0.71% 36
2022
Q2 		$518K Buy
16,633
+282
+2% +$10.2K 0.71% 35
2022
Q1 		$674K Buy
16,351
+179
+1% +$8.08K 0.79% 36
2021
Q4 		$719K Buy
+16,172
New +$737K 0.8% 37

Other funds holding BAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Pitti Group Wealth Management's BAC Position: Q2 2026 in Review

Pitti Group Wealth Management reduced its Bank of America (BAC) stake by 11% in Q2 2026, selling an estimated $119K and leaving 19,007 shares worth $1.08M. The position accounts for 0.79% of the portfolio, ranked #31.

Pitti Group Wealth Management first reported a position in BAC in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.16M in Q4 2025. 3,609 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Pitti Group Wealth Management held 19,007 shares of Bank of America worth $1.08M as of Q2 2026.
  • Pitti Group Wealth Management sold 2,234 Bank of America shares in Q2 2026, an estimated $119K.
  • Bank of America made up 0.79% of Pitti Group Wealth Management's portfolio in Q2 2026, its #31 holding.
  • Pitti Group Wealth Management first reported a position in Bank of America in Q4 2021 and has held it in 19 quarters since.
  • Pitti Group Wealth Management's Bank of America position peaked at $1.16M in Q4 2025.
  • 3,609 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Pitti Group Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.