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

Summit Wealth 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 		$218K Sell
4,475
-74
-2% -$3.82K 0.05% 121
2025
Q4 		$250K Buy
4,549
+378
+9% +$20K 0.06% 108
2025
Q3 		$215K Sell
4,171
-412
-9% -$20.1K 0.05% 106
2025
Q2 		$217K Buy
+4,583
New +$193K 0.06% 108
2023
Q2 		– Sell
-121,150
Closed -$4K – 94
2023
Q1 		$4K Buy
+121,150
New +$4M 0.1% 58

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 Wealth Group's BAC Position: Q1 2026 in Review

Summit Wealth Group reduced its Bank of America (BAC) stake by 1.6% in Q1 2026, selling an estimated $3.82K and leaving 4,475 shares worth $218K. The position accounts for 0.05% of the portfolio, ranked #121.

Summit Wealth Group first reported a position in BAC in Q1 2023 and has held it in 5 quarters since. The position peaked at $250K in Q4 2025. 3,462 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Summit Wealth Group held 4,475 shares of Bank of America worth $218K as of Q1 2026.
  • Summit Wealth Group sold 74 Bank of America shares in Q1 2026, an estimated $3.82K.
  • Bank of America made up 0.05% of Summit Wealth Group's portfolio in Q1 2026, its #121 holding.
  • Summit Wealth Group first reported a position in Bank of America in Q1 2023 and has held it in 5 quarters since.
  • Summit Wealth Group's Bank of America position peaked at $250K in Q4 2025.
  • 3,462 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Summit Wealth Group's 13F filing for Q1 2026, filed 4 May 2026.