Summit Investment Advisors »

Bofa Fin shares owned by Summit Investment Advisors

Quarter-by-quarter ownership of Bofa Fin shares owned by Summit Investment Advisors from 13F filings

Historical chart of Summit Investment Advisors investment in Bofa Fin

Tip: Access up to 7 years of quarterly data

All positions including Bofa Fin held by Summit Investment Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Bofa Fin by Summit Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.8M 2.6M 1.11

More positions owned by Summit Investment Advisors

Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Etf (IVV)
Amazon (AMZN)
Vanguard Europe Pacific ETF (VEA)
Broadcom (AVGO)
Vanguard S&p 500 Etf idx (VOO)
iShares Lehman Aggregate Bond (AGG)
Spdr Ser Tr Etf (ONEV)
Facebook Inc cl a (META)
Alphabet Inc Class C cs (GOOG)
iShares S&P 500 Growth Index (IVW)
Vanguard Total Bond Market ETF (BND)
iShares S&P 500 Value Index (IVE)

View all positions for Summit Investment Advisors

Top funds holding Bofa Fin

Hudson Bay Capital Management
Zazove Associates
Highbridge Capital Management
Calamos Advisors
Man Group
Advent Capital Management
D. E. Shaw & Co
Jpmorgan Chase & Co
Shenkman Capital Management
Daiwa Securities Group
M&G
Angelo, Gordon & Co
Income Research & Management
Bank of America Corporation
Summit Investment Advisors

View all funds holding Bofa Fin