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Summit Securities Group’s Bank of America BAC Stock Holding History

Summit Securities Group’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
2024
Q1 		– Sell
-100,000
Closed -$3.37M – 483
2023
Q4 		$3.37M Buy
+100,000
New +$2.91M 0.3% 58
2023
Q1 		– Sell
-200,000
Closed -$6.62M – 818
2022
Q4 		$6.62M Buy
+200,000
New +$6.89M 0.25% 63
2022
Q2 		– Sell
-200,000
Closed -$8.24M – 950
2022
Q1 		$8.24M Buy
+200,000
New +$9.02M 0.92% 17
2019
Q3 		– Sell
-102
Closed -$296K – 336
2019
Q2 		$296K Buy
+102
New +$2.94K 0.03% 259

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 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.