Bank of America Corporation shares owned by Summit Wealth Group Llc / Co
Quarter-by-quarter ownership of Bank of America Corporation (BAC) shares owned by Summit Wealth Group Llc / Co
from 13F filings
Historical chart of Summit Wealth Group Llc / Co investment in Bank of America Corporation
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Quarterly reported holdings in Bank of America Corporation by Summit Wealth Group Llc / Co
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $923k | 34k | 27.38 |
| 2025-06-30 | $205k | 4.3k | 47.34 |
More positions owned by Summit Wealth Group Llc / Co
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