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Summit Financial’s Bank of America BAC Stock Holding History

Summit Financial’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 		$17.4M Buy
306,121
+20,308
+7% +$1.08M 0.19% 101
2026
Q1 		$13.9M Buy
285,813
+133,350
+87% +$6.88M 0.18% 107
2025
Q4 		$8.39M Buy
152,463
+3,932
+3% +$208K 0.12% 156
2025
Q3 		$7.66M Buy
148,531
+23,084
+18% +$1.13M 0.12% 161
2025
Q2 		$5.94M Buy
125,447
+22,947
+22% +$965K 0.13% 137
2025
Q1 		$4.28M Buy
102,500
+22,374
+28% +$997K 0.12% 152
2024
Q4 		$3.52M Buy
80,126
+37,263
+87% +$1.64M 0.12% 141
2024
Q3 		$1.7M Buy
42,863
+141
+0.3% +$5.65K 0.07% 193
2024
Q2 		$1.7M Buy
42,722
+23,465
+122% +$899K 0.08% 171
2024
Q1 		$730K Sell
19,257
-2,583
-12% -$88.7K 0.04% 221
2023
Q4 		$735K Sell
21,840
-12,505
-36% -$364K 0.05% 208
2023
Q3 		$940K Sell
34,345
-17,705
-34% -$524K 0.07% 166
2023
Q2 		$1.49M Buy
52,050
+22,571
+77% +$644K 0.11% 110
2023
Q1 		$843K Sell
29,479
-3,631
-11% -$120K 0.07% 130
2022
Q4 		$1.1M Sell
33,110
-3,420
-9% -$118K 0.1% 103
2022
Q3 		$1.1M Buy
36,530
+5,317
+17% +$178K 0.1% 96
2022
Q2 		$972K Sell
31,213
-3,558
-10% -$128K 0.09% 100
2022
Q1 		$1.43M Buy
34,771
+31
+0.1% +$1.4K 0.11% 89
2021
Q4 		$1.55M Buy
34,740
+2,242
+7% +$102K 0.12% 77
2021
Q3 		$1.38M Buy
+32,498
New +$1.31M 0.12% 65

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 Financial's BAC Position: Q2 2026 in Review

Summit Financial increased its Bank of America (BAC) stake by 7.1% in Q2 2026, buying an estimated $1.08M and bringing the position to 306,121 shares worth $17.4M. The position accounts for 0.19% of the portfolio, ranked #101.

Summit Financial first reported a position in BAC in Q3 2021 and has held it in 20 quarters since. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Summit Financial held 306,121 shares of Bank of America worth $17.4M as of Q2 2026.
  • Summit Financial bought 20,308 Bank of America shares in Q2 2026, an estimated $1.08M.
  • Bank of America made up 0.19% of Summit Financial's portfolio in Q2 2026, its #101 holding.
  • Summit Financial first reported a position in Bank of America in Q3 2021 and has held it in 20 quarters since.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.