Summit Securities Group’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $53.2K | Sell |
1,091
-115,186
| -99% | -$5.94M | 0.01% | 385 |
|
|
2025
Q4 | $6.4M | Buy |
116,277
+88,926
| +325% | +$4.7M | 0.83% | 22 |
|
|
2025
Q3 | $1.41M | Buy |
27,351
+10,439
| +62% | +$509K | 0.29% | 76 |
|
|
2025
Q2 | $800K | Buy |
16,912
+16,812
| +16,812% | +$707K | 0.15% | 112 |
|
|
2025
Q1 | $4.17K | Sell |
100
-17,800
| -99% | -$793K | ﹤0.01% | 623 |
|
|
2024
Q4 | $787K | Buy |
17,900
+17,800
| +17,800% | +$783K | 0.16% | 92 |
|
|
2024
Q3 | $4K | Hold |
100
| – | – | ﹤0.01% | 430 |
|
|
2024
Q2 | $4K | Sell |
100
-100
| -50% | -$3.83K | ﹤0.01% | 506 |
|
|
2024
Q1 | $8K | Buy |
200
+100
| +100% | +$3.43K | ﹤0.01% | 349 |
|
|
2023
Q4 | $3K | Hold |
100
| – | – | ﹤0.01% | 589 |
|
|
2023
Q3 | $3K | Sell |
100
-18,660
| -99% | -$552K | ﹤0.01% | 492 |
|
|
2023
Q2 | $538K | Sell |
18,760
-7,130
| -28% | -$203K | 0.07% | 138 |
|
|
2023
Q1 | $740K | Buy |
25,890
+9,673
| +60% | +$319K | 0.06% | 113 |
|
|
2022
Q4 | $537K | Sell |
16,217
-184,804
| -92% | -$6.37M | 0.02% | 228 |
|
|
2022
Q3 | $6.07M | Buy |
201,021
+52,597
| +35% | +$1.76M | 0.45% | 43 |
|
|
2022
Q2 | $4.62M | Buy |
148,424
+144,512
| +3,694% | +$5.2M | 0.57% | 32 |
|
|
2022
Q1 | $161K | Sell |
3,912
-94,245
| -96% | -$4.25M | 0.02% | 411 |
|
|
2021
Q4 | $4.37M | Buy |
98,157
+50,655
| +107% | +$2.31M | 0.2% | 91 |
|
|
2021
Q3 | $2.02M | Sell |
47,502
-11,876
| -20% | -$478K | 0.16% | 155 |
|
|
2021
Q2 | $2.45M | Sell |
59,378
-77,222
| -57% | -$3.17M | 0.2% | 112 |
|
|
2021
Q1 | $5.29M | Buy |
136,600
+115,100
| +535% | +$3.97M | 0.58% | 27 |
|
|
2020
Q4 | $652K | Sell |
21,500
-44,900
| -68% | -$1.2M | 0.05% | 301 |
|
|
2020
Q3 | $1.6M | Buy |
66,400
+18,100
| +37% | +$451K | 0.17% | 110 |
|
|
2020
Q2 | $1.15M | Buy |
48,300
+5,500
| +13% | +$130K | 0.14% | 138 |
|
|
2020
Q1 | $909K | Sell |
42,800
-62,800
| -59% | -$1.88M | 0.16% | 118 |
|
|
2019
Q4 | $3.72M | Buy |
105,600
+51,400
| +95% | +$1.66M | 0.28% | 81 |
|
|
2019
Q3 | $1.58M | Buy |
54,200
+41,700
| +334% | +$1.2M | 0.14% | 106 |
|
|
2019
Q2 | $363K | Buy |
+12,500
| New | +$360K | 0.04% | 239 |
|
|
2019
Q1 | – | Sell |
-223,900
| Closed | -$5.52M | – | 202 |
|
|
2018
Q4 | $5.52M | Sell |
223,900
-6,000
| -3% | -$163K | 0.48% | 35 |
|
|
2018
Q3 | $6.77M | Sell |
229,900
-91,900
| -29% | -$2.8M | 2.52% | 8 |
|
|
2018
Q2 | $9.07M | Sell |
321,800
-324,100
| -50% | -$9.67M | 1.31% | 13 |
|
|
2018
Q1 | $19.4M | Sell |
645,900
-530,200
| -45% | -$16.7M | 4.74% | 2 |
|
|
2017
Q4 | $34.7M | Buy |
1,176,100
+535,600
| +84% | +$14.8M | 4.13% | 4 |
|
|
2017
Q3 | $16.2M | Buy |
640,500
+314,065
| +96% | +$7.62M | 2.77% | 5 |
|
|
2017
Q2 | $7.92M | Buy |
326,435
+87,290
| +37% | +$2.04M | 1.41% | 10 |
|
|
2017
Q1 | $5.64M | Sell |
239,145
-199,355
| -45% | -$4.73M | 1.62% | 11 |
|
|
2016
Q4 | $9.69M | Buy |
+438,500
| New | +$8.45M | 2.11% | 8 |
|
|
2016
Q1 | – | Sell |
-294,500
| Closed | -$4.96M | – | 151 |
|
|
2015
Q4 | $4.96M | Buy |
294,500
+263,500
| +850% | +$4.46M | 1.6% | 15 |
|
|
2015
Q3 | $483K | Sell |
31,000
-90,300
| -74% | -$1.52M | 0.35% | 43 |
|
|
2015
Q2 | $2.06M | Buy |
121,300
+65,900
| +119% | +$1.09M | 1.01% | 13 |
|
|
2015
Q1 | $853K | Sell |
55,400
-1,021,355
| -95% | -$16.4M | 0.64% | 23 |
|
|
2014
Q4 | $19.3M | Buy |
1,076,755
+302,955
| +39% | +$5.18M | 5.53% | 2 |
|
|
2014
Q3 | $13.2M | Buy |
+773,800
| New | +$12.3M | 3.82% | 2 |
|
|
2013
Q4 | – | Sell |
-157
| Closed | -$2K | – | 511 |
|
|
2013
Q3 | $2K | Sell |
157
-223
| -59% | -$3.18K | ﹤0.01% | 338 |
|
|
2013
Q2 | $5K | Buy |
+380
| New | +$4.84K | ﹤0.01% | 386 |
|
Other funds holding BAC
VCM
VPM
Summit Securities Group's BAC Position: Q1 2026 in Review
Summit Securities Group reduced its Bank of America (BAC) stake by 99% in Q1 2026, selling an estimated $5.94M and leaving 1,091 shares worth $53.2K. The position accounts for 0.01% of the portfolio, ranked #385.
Summit Securities Group first reported a position in BAC in Q2 2013 and has held it in 45 quarters since. The position peaked at $34.7M in Q4 2017. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.
- Summit Securities Group held 1,091 shares of Bank of America worth $53.2K as of Q1 2026.
- Summit Securities Group sold 115,186 Bank of America shares in Q1 2026, an estimated $5.94M.
- Bank of America made up 0.01% of Summit Securities Group's portfolio in Q1 2026, its #385 holding.
- Summit Securities Group first reported a position in Bank of America in Q2 2013 and has held it in 45 quarters since.
- Summit Securities Group's Bank of America position peaked at $34.7M in Q4 2017.
- 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.
Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.