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
2026 Q1	–	Sell	-40,000	Closed	-$2.2M	–	1058
2025 Q4	$2.2M	Hold	40,000	–	–	0.29%	65
2025 Q3	$2.06M	Hold	40,000	–	–	0.43%	55
2025 Q2	$1.89M	Buy	+40,000	New	+$1.68M	0.36%	57
2023 Q1	–	Sell	-300,000	Closed	-$9.94M	–	819
2022 Q4	$9.94M	Buy	+300,000	New	+$10.3M	0.37%	54
2019 Q3	–	Sell	-102	Closed	-$296K	–	337
2019 Q2	$296K	Buy	+102	New	+$2.94K	0.03%	260
2017 Q4	–	Sell	-81	Closed	-$205K	–	180
2017 Q3	$205K	Buy	+81	New	+$1.97K	0.03%	195
2017 Q1	–	Sell	-4,700	Closed	-$10.4M	–	298
2016 Q4	$10.4M	Buy	+4,700	New	+$90.5K	2.26%	5
2015 Q1	–	Sell	-6,640	Closed	-$3K	–	395
2014 Q4	$3K	Buy	6,640 +722	+12%	+$12.4K	﹤0.01%	515
2014 Q3	$14K	Buy	+5,918	New	+$94.2K	﹤0.01%	516

Other funds holding BAC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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.