Position in BAC
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$820,853
+$118,561 QoQ
Shares Held
14,406
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.02%
of 13F equity value
Holder Rank
#2,078
of 3,594 holders
Holding Since
Sep 2021
17 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, 2026Petix & Botte Co holds $1,917,964 across 4 Banks - Diversified names. BAC ranks #1 (42.8% of the industry book) .
All Filings in BAC
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $820,853 | 14,406 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $352,901 | 7,239 | Principal | Sole | 2026-04-30 | |
| 2026-03-31 | $349,391 | 7,167 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $792,330 | 14,406 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $739,491 | 14,334 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $678,284 | 14,334 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $598,157 | 14,334 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $629,979 | 14,334 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $568,773 | 14,334 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $570,063 | 14,334 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $271,772 | 7,167 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $482,625 | 14,334 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $392,464 | 14,334 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $411,242 | 14,334 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $224,681 | 7,856 | Shares | Sole | 2023-05-15 | |
| 2022-09-30 | $237,251 | 7,856 | Shares | Sole | 2022-10-14 | |
| 2022-03-31 | $219,620 | 5,328 | Shares | Sole | 2022-04-26 | |
| 2021-09-30 | $263,444 | 6,206 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||