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 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	Buy	+5,965	New	+$315K	0.04%	202
2025 Q3	–	Sell	-4,321	Closed	-$205K	–	277
2025 Q2	$205K	Buy	+4,321	New	+$182K	0.05%	232

Other funds holding BAC

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Summit Wealth Group (Colorado)'s BAC Position: Q2 2026 in Review

Summit Wealth Group (Colorado) reduced its Bank of America (BAC) stake by 6.8% in Q2 2026, selling an estimated $31K and leaving 7,976 shares worth $454K. The position accounts for 0.04% of the portfolio, ranked #227.

Summit Wealth Group (Colorado) first reported a position in BAC in Q2 2025 and has held it in 4 quarters since. 1,617 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Summit Wealth Group (Colorado) held 7,976 shares of Bank of America worth $454K as of Q2 2026.
Summit Wealth Group (Colorado) sold 583 Bank of America shares in Q2 2026, an estimated $31K.
Bank of America made up 0.04% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #227 holding.
Summit Wealth Group (Colorado) first reported a position in Bank of America in Q2 2025 and has held it in 4 quarters since.
1,617 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.