SIERRA SUMMIT ADVISORS LLC
Position in BAC — Bank Of America Corp /De/
CIK 2012614
INCLINE VILLAGE, NV
Position in BAC
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$2,807,575
+$433,792 QoQ
Shares Held
49,273
+1.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#1,261
of 3,594 holders
Holding Since
Dec 2023
11 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, 2026SIERRA SUMMIT ADVISORS LLC holds $30,546,395 across 4 Banks - Diversified names. BAC ranks #3 (9.2% of the industry book) .
All Filings in BAC
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,807,575 | 49,273 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $2,373,783 | 48,693 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $2,474,780 | 44,996 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $2,300,552 | 44,593 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,097,127 | 44,318 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,863,161 | 44,648 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,248,663 | 28,411 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $970,810 | 24,466 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $807,887 | 20,314 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $326,112 | 8,600 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $289,562 | 8,600 | Shares | Sole | 2024-02-22 | |
| No filing history on record for this holder in this stock. | ||||||