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SummitTX Capital’s Bank of America BAC Stock Holding History

SummitTX Capital’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 		$15M Buy
+262,636
New +$14M 0.39% 49
2026
Q1 		– Sell
-24,450
Closed -$1.34M – 772
2025
Q4 		$1.34M Sell
24,450
-24,594
-50% -$1.3M 0.04% 363
2025
Q3 		$2.53M Sell
49,044
-154,019
-76% -$7.51M 0.1% 209
2025
Q2 		$9.61M Buy
203,063
+975
+0.5% +$41K 0.41% 51
2025
Q1 		$8.43M Buy
+202,088
New +$9.01M 0.36% 53

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 $3.37T AUM 44.26% 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

SummitTX Capital's BAC Position: Q2 2026 in Review

SummitTX Capital opened a new position in Bank of America (BAC) in Q2 2026: 262,636 shares worth $15M. The stake represents 0.39% of the portfolio and ranks #49 among its holdings. This is a return to the name: SummitTX Capital previously reported a position in BAC as recently as Q4 2025.

SummitTX Capital first reported a position in BAC in Q1 2025 and has held it in 5 quarters since. 3,595 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • SummitTX Capital held 262,636 shares of Bank of America worth $15M as of Q2 2026.
  • Bank of America was a new SummitTX Capital position in Q2 2026.
  • Bank of America made up 0.39% of SummitTX Capital's portfolio in Q2 2026, its #49 holding.
  • SummitTX Capital first reported a position in Bank of America in Q1 2025 and has held it in 5 quarters since.
  • 3,595 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on SummitTX Capital's 13F filing for Q2 2026, filed 14 Aug 2026.