Position in BAC
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$4,342,616
+$598,129 QoQ
Shares Held
76,213
-0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#1,059
of 3,594 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026PATTEN & PATTEN INC/TN holds $50,486,114 across 6 Banks - Diversified names. BAC ranks #3 (8.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
116,320 | $38,075,025 | |
| 2 | C |
Citigroup Inc
|
40,507 | $5,669,359 | |
| 3 | BAC |
Bank Of America Corp /De/
This page
|
76,213 | $4,342,616 | |
| 4 | RY |
Royal Bank Of Canada
|
6,080 | $1,258,377 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
8,826 | $729,380 | |
| 6 | BMO |
Bank Of Montreal /Can/
|
2,328 | $411,357 |
All Filings in BAC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,342,616 | 76,213 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $3,744,487 | 76,810 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $4,225,815 | 76,833 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $4,203,346 | 81,476 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $3,933,995 | 83,136 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $3,643,696 | 87,316 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $3,931,942 | 89,464 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $3,782,138 | 95,316 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $4,134,131 | 103,951 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $4,095,701 | 108,009 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $3,949,928 | 117,313 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $3,293,348 | 120,283 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $3,861,128 | 134,581 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $3,987,869 | 139,436 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $4,560,988 | 137,711 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $4,253,247 | 140,836 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $4,469,489 | 143,575 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $6,227,806 | 151,087 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $6,700,149 | 150,599 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $6,149,689 | 144,869 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $5,850,537 | 141,900 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $5,013,527 | 129,582 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $3,927,357 | 129,573 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $3,138,445 | 130,280 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $2,943,480 | 123,936 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $2,727,630 | 128,480 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||