SUMMITRY LLC

Position in BAC — Bank Of America Corp /De/

CIK 1280043 Foster City, CA

Position in BAC

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$947,292

+$285,072 QoQ

Shares Held

16,625

+22.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,973

of 3,594 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

SUMMITRY LLC holds $102,453,426 across 6 Banks - Diversified names. BAC ranks #3 (0.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WFC	Wells Fargo & Company/Mn	873,433	$72,180,503
2	JPM	Jpmorgan Chase & Co	84,829	$27,767,076
3	BAC	Bank Of America Corp /De/ This page	16,625	$947,292
4	BBVA	Banco Bilbao Vizcaya Argentaria, S.A.	29,836	$747,690
5	C	Citigroup Inc	3,226	$451,510
6	BNY	Bank of New York Mellon Corp	2,485	$359,355

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$947,292	16,625	+22.4%	Shares	Sole	2026-07-21
2026-03-31	$662,220	13,584	-11.2%	Shares	Sole	2026-05-22
2025-12-31	$841,445	15,299	-72.4%	Shares	Sole	2026-02-09
2025-09-30	$2,862,832	55,492	+305.0%	Shares	Sole	2025-11-07
2025-06-30	$648,425	13,703	+19.7%	Shares	Sole	2025-08-08
2025-03-31	$477,808	11,450	-0.2%	Shares	Sole	2025-05-13
2024-12-31	$504,106	11,470	-5.9%	Shares	Sole	2025-02-12
2024-09-30	$483,580	12,187	-3.4%	Shares	Sole	2024-11-07
2024-06-30	$501,698	12,615	-13.6%	Shares	Sole	2024-08-09
2024-03-31	$553,556	14,598	-33.2%	Shares	Sole	2024-05-06
2023-12-31	$735,420	21,842	-1.4%	Shares	Sole	2024-02-07
2023-09-30	$606,549	22,153	+1.3%	Shares	Sole	2023-11-06
2023-06-30	$627,622	21,876	-13.6%	Shares	Sole	2023-08-08
2023-03-31	$724,323	25,326	-16.4%	Shares	Sole	2023-05-12
2022-12-31	$1,002,906	30,281	+2.2%	Shares	Sole	2023-02-10
2022-09-30	$895,067	29,638	+9.3%	Shares	Sole	2022-11-09
2022-06-30	$844,276	27,121	-14.7%	Shares	Sole	2022-08-09
2022-03-31	$1,309,847	31,777	-95.7%	Shares	Sole	2022-05-09
2021-12-31	$33,083,831	743,624	+0.5%	Shares	Sole	2022-02-10
2021-09-30	$31,396,614	739,614	-23.8%	Shares	Sole	2021-11-12
2021-06-30	$40,030,289	970,902	-17.0%	Shares	Sole	2021-08-13
2021-03-31	$45,282,543	1,170,394	-3.1%	Shares	Sole	2021-05-12
2020-12-31	$36,597,627	1,207,444	+0.3%	Shares	Sole	2021-02-05
2020-09-30	$29,012,911	1,204,355	-0.5%	Shares	Sole	2020-11-12
2020-06-30	$28,735,315	1,209,908	+80.2%	Shares	Sole	2020-08-07
2020-03-31	$14,256,603	671,531	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.