Position in BAC
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$3,843,585
+$673,275 QoQ
Shares Held
67,455
+3.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#1,114
of 3,589 holders
Holding Since
Mar 2021
21 quarters on record
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Summit Global Investments holds $21,855,736 across 13 Banks - Diversified names. BAC ranks #3 (17.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
16,542 | $5,414,692 | |
| 2 | C |
Citigroup Inc
|
28,065 | $3,927,977 | |
| 3 | BAC |
Bank Of America Corp /De/
This page
|
67,455 | $3,843,585 | |
| 4 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
78,692 | $1,972,021 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
10,986 | $1,588,685 | |
| 6 | WFC |
Wells Fargo & Company/Mn
|
13,886 | $1,147,539 | |
| 7 | RY |
Royal Bank Of Canada
|
4,409 | $912,530 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
7,323 | $696,344 |
All Filings in BAC
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,843,585 | 67,455 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $3,170,310 | 65,032 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $2,653,640 | 48,248 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $2,136,703 | 41,417 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,999,648 | 42,258 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $590,396 | 14,148 | Shares | Sole | 2025-04-07 | |
| 2024-12-31 | $4,287,586 | 97,556 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $2,034,711 | 51,278 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $604,066 | 15,189 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $752,370 | 19,841 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $543,366 | 16,138 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $598,581 | 21,862 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $532,199 | 18,550 | Shares | Sole | 2023-07-19 | |
| 2022-12-31 | $2,133,159 | 64,407 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,822,328 | 60,342 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $6,578,235 | 211,315 | Shares | Sole | 2022-08-23 | |
| 2022-03-31 | $9,231,672 | 223,961 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $4,791,928 | 107,708 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $4,482,465 | 105,594 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $4,550,348 | 110,365 | Shares | Sole | 2022-01-28 | |
| 2021-03-31 | $9,473,865 | 244,866 | Shares | Sole | 2022-01-27 | |
| No filing history on record for this holder in this stock. | ||||||