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Summit Asset Management’s Bank of America BAC Stock Holding History

Summit Asset Management’s Portfolio BAC Stock Details BAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.77M Buy
48,674
+1
+0% +$53 0.36% 43
2026
Q1 		$2.37M Hold
48,673
– – 0.33% 45
2025
Q4 		$2.68M Buy
48,673
+2,075
+4% +$110K 0.38% 41
2025
Q3 		$2.4M Buy
46,598
+1
+0% +$49 0.37% 40
2025
Q2 		$2.2M Buy
46,597
+5,811
+14% +$244K 0.36% 38
2025
Q1 		$1.7M Buy
40,786
+7,001
+21% +$312K 0.29% 48
2024
Q4 		$1.48M Buy
33,785
+1,000
+3% +$44K 0.26% 47
2024
Q3 		$1.3M Buy
32,785
+6,151
+23% +$247K 0.24% 49
2024
Q2 		$1.06M Buy
26,634
+5,601
+27% +$215K 0.22% 53
2024
Q1 		$798K Buy
21,033
+1,651
+9% +$56.7K 0.17% 63
2023
Q4 		$653K Buy
19,382
+300
+2% +$8.73K 0.16% 69
2023
Q3 		$522K Buy
19,082
+3,001
+19% +$88.8K 0.14% 80
2023
Q2 		$461K Buy
16,081
+1,232
+8% +$35.2K 0.12% 89
2023
Q1 		$425K Buy
14,849
+2,600
+21% +$85.8K 0.12% 88
2022
Q4 		$406K Sell
12,249
-199
-2% -$6.85K 0.12% 99
2022
Q3 		$376K Buy
12,448
+369
+3% +$12.3K 0.12% 93
2022
Q2 		$376K Buy
12,079
+3,422
+40% +$123K 0.12% 103
2022
Q1 		$357K Buy
8,657
+901
+12% +$40.7K 0.1% 111
2021
Q4 		$345K Buy
7,756
+1,046
+16% +$47.7K 0.1% 117
2021
Q3 		$285K Buy
6,710
+780
+13% +$31.4K 0.09% 128
2021
Q2 		$244K Buy
5,930
+300
+5% +$12.3K 0.08% 134
2021
Q1 		$218K Buy
+5,630
New +$194K 0.07% 135

Other funds holding BAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Summit Asset Management's BAC Position: Q2 2026 in Review

Summit Asset Management increased its Bank of America (BAC) stake by 0% in Q2 2026, buying an estimated $53 and bringing the position to 48,674 shares worth $2.77M. The position accounts for 0.36% of the portfolio, ranked #43.

Summit Asset Management first reported a position in BAC in Q1 2021 and has held it in 22 quarters since. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Summit Asset Management held 48,674 shares of Bank of America worth $2.77M as of Q2 2026.
  • Summit Asset Management bought 1 Bank of America share in Q2 2026, an estimated $53.
  • Bank of America made up 0.36% of Summit Asset Management's portfolio in Q2 2026, its #43 holding.
  • Summit Asset Management first reported a position in Bank of America in Q1 2021 and has held it in 22 quarters since.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Summit Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.