Position in BAC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$14,964,999
+$13,620,249 QoQ
Shares Held
262,636
+974.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#582
of 3,594 holders
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026SummitTX Capital, L.P. holds $19,817,938 across 6 Banks - Diversified names. BAC ranks #1 (75.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BAC |
Bank Of America Corp /De/
This page
|
262,636 | $14,964,999 | |
| 2 | C |
Citigroup Inc
|
17,800 | $2,491,288 | |
| 3 | TD |
Toronto Dominion Bank
|
9,075 | $1,101,977 | |
| 4 | SAN |
Banco Santander, S.A.
|
51,661 | $712,921 | |
| 5 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
2,896 | $333,040 | |
| 6 | BNS |
Bank Of Nova Scotia
|
2,461 | $213,713 |
All Filings in BAC
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,964,999 | 262,636 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $1,344,750 | 24,450 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,530,179 | 49,044 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $9,608,941 | 203,063 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $8,433,132 | 202,088 | Shares | Defined | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||