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 $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Summit Securities Group's BAC Position: Q2 2026 in Review

Summit Securities Group increased its Bank of America (BAC) stake by 39% in Q2 2026, buying an estimated $22.5K and bringing the position to 1,514 shares worth $86.3K. The position accounts for 0.01% of the portfolio, ranked #457.

Summit Securities Group first reported a position in BAC in Q2 2013 and has held it in 46 quarters since. The position peaked at $34.7M in Q4 2017. 3,609 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Summit Securities Group held 1,514 shares of Bank of America worth $86.3K as of Q2 2026.
Summit Securities Group bought 423 Bank of America shares in Q2 2026, an estimated $22.5K.
Bank of America made up 0.01% of Summit Securities Group's portfolio in Q2 2026, its #457 holding.
Summit Securities Group first reported a position in Bank of America in Q2 2013 and has held it in 46 quarters since.
Summit Securities Group's Bank of America position peaked at $34.7M in Q4 2017.
3,609 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.