Bank of America Corporation shares owned by Summit Trail Advisors
Quarter-by-quarter ownership of Bank of America Corporation (BAC) shares owned by Summit Trail Advisors
from 13F filings
Historical chart of Summit Trail Advisors investment in Bank of America Corporation
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Quarterly reported holdings in Bank of America Corporation by Summit Trail Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $13M | 244k | 51.59 |
| 2025-06-30 | $10M | 215k | 47.32 |
| 2024-09-30 | $5.5M | 140k | 39.68 |
| 2024-06-30 | $5.5M | 138k | 39.77 |
| 2024-03-31 | $3.5M | 93k | 37.92 |
| 2023-12-31 | $2.0M | 60k | 33.67 |
| 2023-09-30 | $2.0M | 73k | 27.38 |
| 2023-06-30 | $1.9M | 65k | 28.69 |
| 2023-03-31 | $1.5M | 52k | 28.60 |
| 2022-12-31 | $1.5M | 45k | 33.12 |
| 2022-09-30 | $1.2M | 41k | 30.21 |
| 2022-06-30 | $1.3M | 40k | 31.13 |
| 2022-03-31 | $1.3M | 32k | 41.22 |
| 2021-12-31 | $1.5M | 34k | 44.49 |
| 2021-09-30 | $1.4M | 32k | 42.46 |
| 2021-06-30 | $1.2M | 29k | 41.24 |
| 2020-12-31 | $926k | 31k | 30.30 |
| 2020-09-30 | $946k | 35k | 26.70 |
| 2020-06-30 | $730k | 31k | 23.73 |
| 2019-12-31 | $992k | 28k | 35.22 |
| 2019-09-30 | $718k | 25k | 29.18 |
| 2019-06-30 | $799k | 28k | 29.01 |
| 2019-03-31 | $1.2M | 45k | 27.58 |
| 2018-12-31 | $3.2M | 131k | 24.64 |
| 2018-09-30 | $4.5M | 152k | 29.46 |
| 2018-03-31 | $3.0M | 3.0M | 1.00 |
| 2017-12-31 | $3.1M | 98k | 31.95 |