SEC 13F Intelligence

Patrick M Sweeney & Associates, Inc / BAC

Patrick M Sweeney & Associates, Inc’s Bank America Corp Position

Does Patrick M Sweeney & Associates, Inc own Bank America Corp (BAC)? Yes — 136.0K shares worth $7M (+4.26% of its 13F portfolio) as of Q1 2026, up from 135.9K shares the prior filed quarter.

Position Value
$7M
Q1 2026
Shares
136.0K
% of Portfolio
+4.26%
Quarters Held
10
currently held

Position History BAC

Reported value by quarter
Q4 ’23: $5MQ4 ’23Q1 ’24: $5MQ2 ’24: $6MQ2 ’24Q3 ’24: $5MQ4 ’24: $5MQ4 ’24Q1 ’25: $6MQ2 ’25: $7MQ2 ’25Q3 ’25: $7MQ4 ’25: $7MQ4 ’25Q1 ’26: $7Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026136.0K$7M+4.26%
Q4 2025135.9K$7M+4.59%
Q3 2025136.3K$7M+4.50%
Q2 2025135.7K$7M+4.53%
Q1 2025135.0K$6M+4.23%
Q4 2024124.5K$5M+4.07%
Q3 2024135.9K$5M+4.00%
Q2 2024138.0K$6M+4.45%
Q1 2024137.3K$5M+4.31%
Q4 2023136.8K$5M+4.24%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Patrick M Sweeney & Associates, Inc’s full portfolio or all institutional holders of BAC.