SWRP
BAC icon

Summit Wealth & Retirement Planning’s Bank of America BAC Stock Holding History

Summit Wealth & Retirement Planning’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 		$836K Sell
14,673
-771
-5% -$41K 0.18% 46
2026
Q1 		$753K Buy
15,444
+152
+1% +$7.84K 0.18% 45
2025
Q4 		$841K Sell
15,292
-251
-2% -$13.3K 0.2% 40
2025
Q3 		$802K Hold
15,543
– – 0.2% 38
2025
Q2 		$735K Sell
15,543
-951
-6% -$40K 0.2% 39
2025
Q1 		$688K Buy
16,494
+2,276
+16% +$101K 0.21% 36
2024
Q4 		$625K Buy
14,218
+945
+7% +$41.6K 0.19% 35
2024
Q3 		$527K Buy
13,273
+770
+6% +$30.9K 0.17% 38
2024
Q2 		$497K Sell
12,503
-267
-2% -$10.2K 0.17% 38
2024
Q1 		$484K Buy
+12,770
New +$438K 0.17% 37
2021
Q2 		– Sell
-5,462
Closed -$211K – 82
2021
Q1 		$211K Buy
+5,462
New +$188K 0.08% 96
2020
Q1 		– Sell
-5,848
Closed -$206K – 114
2019
Q4 		$206K Buy
+5,848
New +$189K 0.09% 118
2019
Q3 		– Sell
-7,236
Closed -$210K – 119
2019
Q2 		$210K Hold
7,236
– – 0.12% 126
2019
Q1 		$200K Buy
+7,236
New +$205K 0.12% 127

Other funds holding BAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Summit Wealth & Retirement Planning's BAC Position: Q2 2026 in Review

Summit Wealth & Retirement Planning reduced its Bank of America (BAC) stake by 5% in Q2 2026, selling an estimated $41K and leaving 14,673 shares worth $836K. The position accounts for 0.18% of the portfolio, ranked #46.

Summit Wealth & Retirement Planning first reported a position in BAC in Q1 2019 and has held it in 14 quarters since. The position peaked at $841K in Q4 2025. 3,621 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Summit Wealth & Retirement Planning held 14,673 shares of Bank of America worth $836K as of Q2 2026.
  • Summit Wealth & Retirement Planning sold 771 Bank of America shares in Q2 2026, an estimated $41K.
  • Bank of America made up 0.18% of Summit Wealth & Retirement Planning's portfolio in Q2 2026, its #46 holding.
  • Summit Wealth & Retirement Planning first reported a position in Bank of America in Q1 2019 and has held it in 14 quarters since.
  • Summit Wealth & Retirement Planning's Bank of America position peaked at $841K in Q4 2025.
  • 3,621 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Summit Wealth & Retirement Planning's 13F filing for Q2 2026, filed 27 Jul 2026.