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Bank of America Corporation shares owned by Summit Financial Wealth Advisors

Quarter-by-quarter ownership of Bank of America Corporation (BAC) shares owned by Summit Financial Wealth Advisors from 13F filings

Historical chart of Summit Financial Wealth Advisors investment in Bank of America Corporation

Tip: Access up to 7 years of quarterly data

All positions including Bank of America Corporation held by Summit Financial Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Bank of America Corporation by Summit Financial Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $482k 14k 33.67
2023-09-30 $403k 14k 28.16
2023-06-30 $411k 14k 28.69
2023-03-31 $412k 14k 28.60
2022-12-31 $472k 14k 33.12
2022-09-30 $512k 14k 35.89
2022-06-30 $481k 14k 33.72
2022-03-31 $588k 14k 41.22
2021-12-31 $680k 14k 48.01
2021-09-30 $623k 15k 42.48
2021-06-30 $543k 13k 41.25
2021-03-31 $399k 13k 30.31
2020-12-31 $364k 15k 24.08
2020-09-30 $526k 22k 24.07
2020-06-30 $501k 22k 23.08
2020-03-31 $527k 25k 21.38
2019-12-31 $765k 23k 32.84
2019-09-30 $695k 24k 28.92
2019-06-30 $697k 24k 29.01
2019-03-31 $695k 24k 28.85
2018-12-31 $608k 25k 24.63
2018-09-30 $454k 16k 27.88
2018-06-30 $583k 19k 30.01
2018-03-31 $583k 19k 30.01
2017-12-31 $563k 19k 29.52
2017-09-30 $465k 18k 25.35
2017-06-30 $459k 19k 24.27
2017-03-31 $462k 20k 23.61
2016-12-31 $423k 19k 22.11
2016-09-30 $310k 20k 15.64
2016-06-30 $282k 21k 13.27
2016-03-31 $429k 32k 13.52
2015-12-31 $500k 30k 16.84
2015-06-30 $19k 1.2k 16.52
2015-03-31 $19k 1.2k 16.52
2014-12-31 $21k 1.2k 18.26

More positions owned by Summit Financial Wealth Advisors

First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (GJUN)
Vanguard Index Fds Growth Etf (VUG)
First Tr Morningstar Divid L SHS (FDL)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr Pfd And Incm Sec (PFF)
Ishares Tr Core S&p Scp Etf (IJR)
Alps Etf Tr Alerian Mlp (AMLP)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Valero Energy Corporation (VLO)
Garmin SHS (GRMN)
Genuine Parts Company (GPC)
Hancock Holding Company (HWC)
Eaton Corp SHS (ETN)
Raytheon Technologies Corp (RTX)

View all positions for Summit Financial Wealth Advisors

Top funds holding Bank of America Corporation

Berkshire Hathaway
Vanguard Group
Jpmorgan Chase & Co
Norges Bank Investment Management
T. Rowe Price Associates
Dodge & Cox
Legal & General Group
Goldman Sachs Group
Harris Associates L.P
Bank of New York Mellon
Royal Bank of Canada
Charles Schwab Investment Management
Franklin Resources
Citadel Advisors
Parnassus Investments

View all funds holding Bank of America Corporation