Patten Group, Inc.

Position in BAC — Bank Of America Corp /De/

CIK 1633207 CHATTANOOGA, TN

Position in BAC

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$1,943,017

-$533,336 QoQ

Shares Held

34,100

-32.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.42%

of 13F equity value

Holder Rank

#1,484

of 3,594 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Patten Group, Inc. holds $12,717,720 across 3 Banks - Diversified names. BAC ranks #2 (15.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	30,366	$9,939,702
2	BAC	Bank Of America Corp /De/ This page	34,100	$1,943,017
3	C	Citigroup Inc	5,966	$835,001

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,943,017	34,100	-32.9%	Shares	Sole	2026-08-06
2026-03-31	$2,476,353	50,797	+0.6%	Shares	Sole	2026-04-24
2025-12-31	$2,776,015	50,473	-20.6%	Shares	Sole	2026-01-23
2025-09-30	$3,280,453	63,587	-0.3%	Shares	Sole	2025-11-10
2025-06-30	$3,018,164	63,782	+531.6%	Shares	Sole	2025-07-30
2025-03-31	$421,389	10,098	-10.3%	Shares	Sole	2025-05-14
2024-12-31	$494,877	11,260	-15.7%	Shares	Sole	2025-02-06
2024-09-30	$530,085	13,359	-33.1%	Shares	Sole	2024-10-08
2024-06-30	$794,564	19,979	+11.3%	Shares	Sole	2024-07-25
2024-03-31	$680,701	17,951	-0.8%	Shares	Sole	2024-04-17
2023-12-31	$609,528	18,103	+1.5%	Shares	Sole	2024-01-10
2023-09-30	$488,486	17,841	-2.9%	Shares	Sole	2023-10-12
2023-06-30	$527,121	18,373	-3.1%	Shares	Sole	2023-07-26
2023-03-31	$542,313	18,962	+30.4%	Shares	Sole	2023-04-06
2022-12-31	$481,597	14,541	+5.9%	Shares	Sole	2023-02-10
2022-09-30	$414,525	13,726	+6.5%	Shares	Sole	2022-10-13
2022-06-30	$401,110	12,885	0.0%	Shares	Sole	2022-07-18
2022-03-31	$531,119	12,885	+9.9%	Shares	Sole	2022-04-28
2021-12-31	$521,378	11,719	+47.9%	Shares	Sole	2022-01-20
2021-09-30	$336,458	7,926	-15.8%	Shares	Sole	2021-11-15
2021-06-30	$388,015	9,411	+12.7%	Shares	Sole	2021-08-03
2021-03-31	$322,984	8,348	—	Shares	Sole	2021-04-23
No filing history on record for this holder in this stock.