Bank of America Corporation shares owned by Summit Financial
Quarter-by-quarter ownership of Bank of America Corporation (BAC) shares owned by Summit Financial
from 13F filings
Historical chart of Summit Financial investment in Bank of America Corporation
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Quarterly reported holdings in Bank of America Corporation by Summit Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.7M | 149k | 51.59 |
| 2025-06-30 | $5.9M | 125k | 47.32 |
| 2025-03-31 | $4.3M | 103k | 41.73 |
| 2024-12-31 | $3.5M | 80k | 43.95 |
| 2024-09-30 | $1.7M | 43k | 39.68 |
| 2024-06-30 | $1.7M | 43k | 39.77 |
| 2024-03-31 | $730k | 19k | 37.92 |
| 2023-12-31 | $735k | 22k | 33.67 |
| 2023-09-30 | $940k | 34k | 27.38 |
| 2023-06-30 | $1.5M | 52k | 28.69 |
| 2023-03-31 | $843k | 30k | 28.60 |
| 2022-12-31 | $1.1M | 33k | 33.12 |
| 2022-09-30 | $1.1M | 37k | 30.20 |
| 2022-06-30 | $972k | 31k | 31.13 |
| 2022-03-31 | $1.4M | 35k | 41.22 |
| 2021-12-31 | $1.5M | 35k | 44.49 |
| 2021-09-30 | $1.4M | 33k | 42.45 |