Summit Financial Wealth Advisors, LLC

Position in BAC — Bank Of America Corp /De/

CIK 1632283 Lafayette, LA

Position in BAC

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$997,206

+$178,596 QoQ

Shares Held

17,501

+4.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.34%

of 13F equity value

Holder Rank

#1,936

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

Summit Financial Wealth Advisors, LLC holds $6,944,138 across 5 Banks - Diversified names. BAC ranks #2 (14.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	12,122	$3,967,894
2	BAC	Bank Of America Corp /De/ This page	17,501	$997,206
3	C	Citigroup Inc	6,421	$898,683
4	BNY	Bank of New York Mellon Corp	5,869	$848,716
5	WFC	Wells Fargo & Company/Mn	2,803	$231,639

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$997,206	17,501	+4.2%	Shares	Sole	2026-07-15
2026-03-31	$818,610	16,792	+5.8%	Shares	Sole	2026-05-26
2025-12-31	$872,795	15,869	+1.5%	Shares	Sole	2026-01-27
2025-09-30	$806,970	15,642	+8.1%	Shares	Sole	2025-10-03
2025-06-30	$684,483	14,465	+5.4%	Shares	Sole	2025-09-29
2025-03-31	$572,702	13,724	-3.1%	Shares	Sole	2025-05-14
2024-12-31	$622,551	14,165	-22.1%	Shares	Sole	2025-02-13
2024-09-30	$721,580	18,185	0.0%	Shares	Sole	2024-11-13
2024-06-30	$723,217	18,185	+19.8%	Shares	Sole	2024-08-12
2024-03-31	$575,815	15,185	+6.0%	Shares	Sole	2024-05-02
2023-12-31	$482,322	14,325	0.0%	Shares	Sole	2024-01-19
2023-09-30	$392,218	14,325	0.0%	Shares	Sole	2023-11-13
2023-06-30	$410,984	14,325	-0.5%	Shares	Sole	2023-07-12
2023-03-31	$411,954	14,404	+1.0%	Shares	Sole	2023-04-10
2022-12-31	$472,423	14,264	0.0%	Shares	Sole	2023-01-17
2022-09-30	$430,772	14,264	0.0%	Shares	Sole	2022-10-28
2022-06-30	$444,038	14,264	0.0%	Shares	Sole	2022-07-26
2022-03-31	$587,962	14,264	+0.7%	Shares	Sole	2022-05-06
2021-12-31	$630,200	14,165	-3.4%	Shares	Sole	2022-01-12
2021-09-30	$622,529	14,665	+11.4%	Shares	Sole	2021-11-05
2021-06-30	$542,792	13,165	0.0%	Shares	Sole	2021-08-09
2021-03-31	$509,353	13,165	-12.9%	Shares	Sole	2021-04-23
2020-12-31	$458,135	15,115	-30.8%	Shares	Sole	2021-01-11
2020-09-30	$526,486	21,855	+0.7%	Shares	Sole	2020-11-09
2020-06-30	$515,493	21,705	-11.9%	Shares	Sole	2020-07-16
2020-03-31	$523,298	24,649	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.