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Bank of America Corporation shares owned by Summit Wealth Group

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

Historical chart of Summit Wealth Group 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 Wealth Group 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 Wealth Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $215k 4.2k 51.59
2025-06-30 $217k 4.6k 47.35
2023-03-31 $4.0k 121k 0.03

More positions owned by Summit Wealth Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Msci Usa Mmentm (MTUM)
Ishares Tr Broad Usd High (USHY)
Dimensional Etf Trust Us Mktwide Value (DFUV)
2023 Etf Series Trust Eagle Capital Se (EAGL)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Ishares Tr Global Tech Etf (IXN)
Ishares Tr Ultra Short Dur (ICSH)
Ishares Tr National Mun Etf (MUB)

View all positions for Summit Wealth Group

Top funds holding Bank of America Corporation

Vanguard Group
Berkshire Hathaway
BlackRock
State Street Corporation
FMR
Jpmorgan Chase & Co
Geode Capital Management
Capital World Investors
Morgan Stanley
Wellington Management Company
Goldman Sachs Group
Northern Trust
Ameriprise Financial
Invesco
Bank of New York Mellon

View all funds holding Bank of America Corporation