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Summit Financial Strategies’s Bank of America BAC Stock Holding History

Summit Financial Strategies’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
2025
Q3 		– Sell
-7,811
Closed -$370K – 159
2025
Q2 		$370K Buy
7,811
+35
+0.5% +$1.47K 0.03% 107
2025
Q1 		$324K Hold
7,776
– – 0.03% 112
2024
Q4 		$342K Sell
7,776
-721
-8% -$31.7K 0.04% 106
2024
Q3 		$337K Hold
8,497
– – 0.04% 109
2024
Q2 		$338K Sell
8,497
-497
-6% -$19K 0.04% 106
2024
Q1 		$341K Buy
8,994
+207
+2% +$7.11K 0.05% 102
2023
Q4 		$296K Sell
8,787
-1,618
-16% -$47.1K 0.05% 114
2023
Q3 		$285K Sell
10,405
-143
-1% -$4.23K 0.05% 103
2023
Q2 		$303K Buy
10,548
+67
+0.6% +$1.91K 0.06% 97
2023
Q1 		$300K Buy
10,481
+11
+0.1% +$363 0.06% 94
2022
Q4 		$347K Sell
10,470
-1,544
-13% -$53.2K 0.07% 82
2022
Q3 		$363K Buy
12,014
+125
+1% +$4.18K 0.09% 76
2022
Q2 		$370K Buy
11,889
+547
+5% +$19.7K 0.09% 74
2022
Q1 		$468K Sell
11,342
-1,505
-12% -$67.9K 0.09% 65
2021
Q4 		$572K Sell
12,847
-497
-4% -$22.6K 0.11% 58
2021
Q3 		$566K Buy
13,344
+10
+0.1% +$403 0.11% 60
2021
Q2 		$550K Buy
13,334
+570
+4% +$23.4K 0.11% 58
2021
Q1 		$494K Sell
12,764
-223
-2% -$7.7K 0.18% 34
2020
Q4 		$394K Hold
12,987
– – 0.14% 52
2020
Q3 		$313K Buy
+12,987
New +$323K 0.13% 58
2015
Q3 		– Sell
-11,408
Closed -$194K – 46
2015
Q2 		$194K Sell
11,408
-1,050
-8% -$17.3K 0.15% 43
2015
Q1 		$192K Hold
12,458
– – 0.15% 42
2014
Q4 		$223K Buy
+12,458
New +$213K 0.18% 38

Other funds holding BAC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Summit Financial Strategies's BAC Position: Q3 2025 in Review

Summit Financial Strategies sold out of Bank of America (BAC) in Q3 2025, closing a stake of 7,811 shares — an estimated $370K sold.

Summit Financial Strategies first reported a position in BAC in Q4 2014 and held it in 23 quarters. The position peaked at $572K in Q4 2021. 3,361 funds tracked by Wall St. Rank hold BAC as of Q3 2025.

  • Summit Financial Strategies reported no remaining Bank of America position as of Q3 2025 after selling out during the quarter.
  • Summit Financial Strategies sold 7,811 Bank of America shares in Q3 2025, an estimated $370K.
  • Summit Financial Strategies first reported a position in Bank of America in Q4 2014 and held it in 23 quarters.
  • Summit Financial Strategies's Bank of America position peaked at $572K in Q4 2021.
  • 3,361 funds tracked by Wall St. Rank held Bank of America as of Q3 2025.

Based on Summit Financial Strategies's 13F filing for Q3 2025, filed 22 Oct 2025.