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Summit Global Investments’s Bank of America BAC Stock Holding History

Summit Global Investments’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
Q1 		$3.17M Buy
65,032
+16,784
+35% +$866K 0.19% 57
2025
Q4 		$2.65M Buy
48,248
+6,831
+16% +$361K 0.16% 78
2025
Q3 		$2.14M Sell
41,417
-841
-2% -$41K 0.12% 100
2025
Q2 		$2M Buy
42,258
+28,110
+199% +$1.18M 0.12% 117
2025
Q1 		$590K Sell
14,148
-83,408
-85% -$3.72M 0.04% 265
2024
Q4 		$4.29M Buy
97,556
+46,278
+90% +$2.04M 0.27% 83
2024
Q3 		$2.04M Buy
51,278
+36,089
+238% +$1.45M 0.13% 131
2024
Q2 		$604K Sell
15,189
-4,652
-23% -$178K 0.04% 317
2024
Q1 		$752K Buy
19,841
+3,703
+23% +$127K 0.06% 260
2023
Q4 		$543K Sell
16,138
-5,724
-26% -$167K 0.04% 326
2023
Q3 		$599K Buy
21,862
+3,312
+18% +$98K 0.04% 310
2023
Q2 		$532K Buy
+18,550
New +$529K 0.04% 323
2023
Q1 		– Sell
-64,407
Closed -$2.13M – 508
2022
Q4 		$2.13M Buy
64,407
+4,065
+7% +$140K 0.18% 131
2022
Q3 		$1.82M Sell
60,342
-150,973
-71% -$5.05M 0.17% 133
2022
Q2 		$6.58M Sell
211,315
-12,646
-6% -$455K 0.58% 42
2022
Q1 		$9.23M Buy
223,961
+116,253
+108% +$5.25M 0.68% 40
2021
Q4 		$4.79M Buy
107,708
+2,114
+2% +$96.3K 0.31% 75
2021
Q3 		$4.48M Sell
105,594
-4,771
-4% -$192K 0.34% 68
2021
Q2 		$4.55M Sell
110,365
-134,501
-55% -$5.51M 0.27% 74
2021
Q1 		$9.47M Buy
+244,866
New +$8.45M 0.61% 39

Other funds holding BAC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Summit Global Investments's BAC Position: Q1 2026 in Review

Summit Global Investments increased its Bank of America (BAC) stake by 35% in Q1 2026, buying an estimated $866K and bringing the position to 65,032 shares worth $3.17M. The position accounts for 0.19% of the portfolio, ranked #57.

Summit Global Investments first reported a position in BAC in Q1 2021 and has held it in 20 quarters since. The position peaked at $9.47M in Q1 2021. 3,462 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Summit Global Investments held 65,032 shares of Bank of America worth $3.17M as of Q1 2026.
  • Summit Global Investments bought 16,784 Bank of America shares in Q1 2026, an estimated $866K.
  • Bank of America made up 0.19% of Summit Global Investments's portfolio in Q1 2026, its #57 holding.
  • Summit Global Investments first reported a position in Bank of America in Q1 2021 and has held it in 20 quarters since.
  • Summit Global Investments's Bank of America position peaked at $9.47M in Q1 2021.
  • 3,462 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Summit Global Investments's 13F filing for Q1 2026, filed 7 May 2026.