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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pitti Group Wealth Management's BAC Position: Q1 2026 in Review

Pitti Group Wealth Management increased its Bank of America (BAC) stake by 0.76% in Q1 2026, buying an estimated $8.31K and bringing the position to 21,241 shares worth $1.04M. The position accounts for 0.84% of the portfolio, ranked #30.

Pitti Group Wealth Management first reported a position in BAC in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.16M in Q4 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Pitti Group Wealth Management held 21,241 shares of Bank of America worth $1.04M as of Q1 2026.
  • Pitti Group Wealth Management bought 161 Bank of America shares in Q1 2026, an estimated $8.31K.
  • Bank of America made up 0.84% of Pitti Group Wealth Management's portfolio in Q1 2026, its #30 holding.
  • Pitti Group Wealth Management first reported a position in Bank of America in Q4 2021 and has held it in 18 quarters since.
  • Pitti Group Wealth Management's Bank of America position peaked at $1.16M in Q4 2025.
  • 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Pitti Group Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.