Patten & Patten Inc

SEC CIK: 0001044905
Latest filing: Aug 5, 2026

SEC filings (opens in a new tab)

BAC holding history

Bank of America Corp in every 13F filed by Patten & Patten Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BAC overview All 13F holders of BAC Full Q2 2026 holdings

Shares (Q2 2026): 76,213
Value: $4.34M
% of portfolio: 0.2%
Quarters held: 22; Since Q1 2021

Holdings of BAC by Patten & Patten Inc, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	76,213	$4.34M	0.2%	−597−0.8%	Reduced	Holders
Q1 2026	76,810	$3.74M	0.2%	−230.0%	Reduced	Holders
Q4 2025	76,833	$4.23M	0.2%	−4,643−5.7%	Reduced	Holders
Q3 2025	81,476	$4.20M	0.2%	−1,660−2.0%	Reduced	Holders
Q2 2025	83,136	$3.93M	0.3%	−4,180−4.8%	Reduced	Holders
Q1 2025	87,316	$3.64M	0.2%	−2,148−2.4%	Reduced	Holders
Q4 2024	89,464	$3.93M	0.3%	−5,852−6.1%	Reduced	Holders
Q3 2024	95,316	$3.78M	0.3%	−8,635−8.3%	Reduced	Holders
Q2 2024	103,951	$4.13M	0.3%	−4,058−3.8%	Reduced	Holders
Q1 2024	108,009	$4.10M	0.3%	−9,304−7.9%	Reduced	Holders
Q4 2023	117,313	$3.95M	0.3%	−2,970−2.5%	Reduced	Holders
Q3 2023	120,283	$3.29M	0.3%	−14,298−10.6%	Reduced	Holders
Q2 2023	134,581	$3.86M	0.3%	−4,855−3.5%	Reduced	Holders
Q1 2023	139,436	$3.99M	0.4%	+1,725+1.3%	Added	Holders
Q4 2022	137,711	$4.56M	0.4%	−3,125−2.2%	Reduced	Holders
Q3 2022	140,836	$4.25M	0.4%	−2,739−1.9%	Reduced	Holders
Q2 2022	143,575	$4.47M	0.4%	−7,512−5.0%	Reduced	Holders
Q1 2022	151,087	$6.23M	0.5%	+488+0.3%	Added	Holders
Q4 2021	150,599	$6.70M	0.5%	+5,730+4.0%	Added	Holders
Q3 2021	144,869	$6.15M	0.5%	+2,969+2.1%	Added	Holders
Q2 2021	141,900	$5.85M	0.4%	+12,318+9.5%	Added	Holders
Q1 2021	129,582	$5.01M	0.4%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.