Bank of America
SUM

Bank of America’s Summit Materials, Inc. Class A Common Stock SUM Stock Holding History

Bank of America’s Portfolio SUM Stock Details SUM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-342,729
Closed -$5.57M – 7424
2020
Q3 		$5.57M Buy
+342,729
New +$5.49M ﹤0.01% 2810

Other funds holding SUM

SFCL
Strengthening Families & Communities LLC Boston, Massachusetts $450M AUM 41.19% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
WAM
WFA Asset Management Whitefish Bay, Wisconsin $184M AUM 12.29% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Bank of America's SUM Position: Q1 2025 in Review

Bank of America sold out of Summit Materials, Inc. Class A Common Stock (SUM) in Q1 2025, closing a stake of 975,082 shares — an estimated $49.3M sold.

Bank of America first reported a position in SUM in Q1 2015 and held it in 40 quarters. The position peaked at $49.9M in Q1 2024. 7 funds tracked by Wall St. Rank hold SUM as of Q1 2025.

  • Bank of America reported no remaining Summit Materials, Inc. Class A Common Stock position as of Q1 2025 after selling out during the quarter.
  • Bank of America sold 975,082 Summit Materials, Inc. Class A Common Stock shares in Q1 2025, an estimated $49.3M.
  • Bank of America first reported a position in Summit Materials, Inc. Class A Common Stock in Q1 2015 and held it in 40 quarters.
  • Bank of America's Summit Materials, Inc. Class A Common Stock position peaked at $49.9M in Q1 2024.
  • 7 funds tracked by Wall St. Rank held Summit Materials, Inc. Class A Common Stock as of Q1 2025.

Based on Bank of America's 13F filing for Q1 2025, filed 15 May 2025.