Position in BAC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$17,442,774
+$3,509,391 QoQ
Shares Held
306,121
+7.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#525
of 3,594 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Summit Financial, LLC holds $102,191,237 across 9 Banks - Diversified names. BAC ranks #2 (17.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
174,535 | $57,130,541 | |
| 2 | BAC |
Bank Of America Corp /De/
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|
306,121 | $17,442,774 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
69,336 | $10,026,678 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
119,064 | $9,839,448 | |
| 5 | C |
Citigroup Inc
|
29,121 | $4,075,775 | |
| 6 | RY |
Royal Bank Of Canada
|
9,690 | $2,005,539 | |
| 7 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
48,673 | $1,147,709 | |
| 8 | TD |
Toronto Dominion Bank
|
2,346 | $284,874 |
All Filings in BAC
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,442,774 | 306,121 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $13,933,383 | 285,813 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $8,385,465 | 152,463 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $7,662,714 | 148,531 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,936,152 | 125,447 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $4,277,325 | 102,500 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $3,521,537 | 80,126 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,700,803 | 42,863 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,699,053 | 42,722 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $730,225 | 19,257 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $735,352 | 21,840 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $940,366 | 34,345 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,493,314 | 52,050 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $843,099 | 29,479 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $1,096,603 | 33,110 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,103,206 | 36,530 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $971,660 | 31,213 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,433,260 | 34,771 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,545,582 | 34,740 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $1,379,540 | 32,498 | Shares | Sole | 2021-11-08 | |
| No filing history on record for this holder in this stock. | ||||||