Summit Wealth Group (Colorado)’s Bank of America BAC Stock Holding History

Summit Wealth Group (Colorado)’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 Q3	$642K	Buy	11,801 +3,825	+48%	+$233K	0.04%	225
2026 Q2	$454K	Sell	7,976 -583	-7%	-$31K	0.04%	227
2026 Q1	$417K	Buy	8,559 +2,594	+43%	+$134K	0.04%	200
2025 Q4	$328K	Sell	5,965 -27,732	-82%	-$1.47M	0.04%	202
2025 Q3	$923K	Buy	33,697 +29,376	+680%	+$1.43M	0.1%	177
2025 Q2	$205K	Buy	+4,321	New	+$182K	0.05%	232

Other funds holding BAC

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Summit Wealth Group (Colorado)'s BAC Position: Q3 2026 in Review

Summit Wealth Group (Colorado) increased its Bank of America (BAC) stake by 48% in Q3 2026, buying an estimated $233K and bringing the position to 11,801 shares worth $642K. The position accounts for 0.04% of the portfolio, ranked #225.

Summit Wealth Group (Colorado) first reported a position in BAC in Q2 2025 and has held it in 6 quarters since. The position peaked at $923K in Q3 2025. 2,796 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

Summit Wealth Group (Colorado) held 11,801 shares of Bank of America worth $642K as of Q3 2026.
Summit Wealth Group (Colorado) bought 3,825 Bank of America shares in Q3 2026, an estimated $233K.
Bank of America made up 0.04% of Summit Wealth Group (Colorado)'s portfolio in Q3 2026, its #225 holding.
Summit Wealth Group (Colorado) first reported a position in Bank of America in Q2 2025 and has held it in 6 quarters since.
Summit Wealth Group (Colorado)'s Bank of America position peaked at $923K in Q3 2025.
2,796 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q3 2026, filed 29 Oct 2026.