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Summit X LLC’s Bank of America BAC Stock Holding History

Summit X LLC’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
2025
Q3 		– Sell
-5,251
Closed -$248K – 20
2025
Q2 		$248K Buy
+5,251
New +$221K 0.05% 219
2023
Q3 		– Sell
-8,069
Closed -$232K – 191
2023
Q2 		$232K Sell
8,069
-221
-3% -$6.31K 0.06% 245
2023
Q1 		$238K Buy
+8,290
New +$274K 0.06% 233
2020
Q4 		– Sell
-2,750
Closed -$217 – 264
2020
Q3 		$217 Buy
+2,750
New +$68.5K ﹤0.01% 413
2020
Q1 		– Sell
-15,507
Closed -$544K – 205
2019
Q4 		$544K Buy
15,507
+357
+2% +$11.5K 0.2% 123
2019
Q3 		$442K Sell
15,150
-1,224
-7% -$35.2K 0.18% 142
2019
Q2 		$477K Buy
16,374
+258
+2% +$7.44K 0.19% 126
2019
Q1 		$454K Buy
16,116
+851
+6% +$24.1K 0.19% 129
2018
Q4 		$375K Buy
15,265
+1,966
+15% +$53.3K 0.22% 126
2018
Q3 		$395K Sell
13,299
-444
-3% -$13.5K 0.19% 143
2018
Q2 		$391K Buy
13,743
+2,329
+20% +$69.5K 0.22% 131
2018
Q1 		$341K Buy
11,414
+1,695
+17% +$53.2K 0.2% 134
2017
Q4 		$286K Buy
9,719
+163
+2% +$4.49K 0.18% 146
2017
Q3 		$243K Buy
+9,556
New +$232K 0.16% 155

Other funds holding BAC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Summit X LLC's BAC Position: Q3 2025 in Review

Summit X LLC sold out of Bank of America (BAC) in Q3 2025, closing a stake of 5,251 shares — an estimated $248K sold.

Summit X LLC first reported a position in BAC in Q3 2017 and held it in 14 quarters. The position peaked at $544K in Q4 2019. 3,360 funds tracked by Wall St. Rank hold BAC as of Q3 2025.

  • Summit X LLC reported no remaining Bank of America position as of Q3 2025 after selling out during the quarter.
  • Summit X LLC sold 5,251 Bank of America shares in Q3 2025, an estimated $248K.
  • Summit X LLC first reported a position in Bank of America in Q3 2017 and held it in 14 quarters.
  • Summit X LLC's Bank of America position peaked at $544K in Q4 2019.
  • 3,360 funds tracked by Wall St. Rank held Bank of America as of Q3 2025.

Based on Summit X LLC's 13F filing for Q3 2025.