BAC — BANK OF AMERICA CORP

Ownership history in SUMMIT SECURITIES GROUP LLC  ·  54 quarters on record

This page tracks every 13F SEC filing in which SUMMIT SECURITIES GROUP LLC reported a position in BANK OF AMERICA CORP (BAC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
5.53% (2014 Q4)
Avg. % of fund
0.8%
First filed
2013 Q2
Last filed
2025 Q4
Quarters held
54
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 116,277 +88,926 +325.1% 0.83% $6.4M $54.69
2025 Q3 ADDED 27,351 +10,439 +61.7% 0.29% $1.4M $51.03
2025 Q2 ADDED 16,912 +16,812 +16812.0% 0.15% $800K $46.55
2025 Q1 REDUCED 100 -17,800 -99.4% 0.00% $4K $40.81
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% of Fund (quarterly)    BAC price (monthly, adj. close)

Other funds also holding BAC

As of 2025 Q4 — sorted by position size

DAILY JOURNAL CORP 3Y 7Y 39.76% SALZHAUER MICHAEL 3Y 7Y 31.78% Himalaya Capital Management LLC 3Y 7Y 16.08% Spectrum Financial Alliance Ltd LLC 3Y 7Y 12.34% Exane Asset Management 3Y 7Y 11.28% PB INVESTMENT PARTNERS, L.P. 3Y 11.26% BERKSHIRE HATHAWAY INC 3Y 7Y 10.38% MFF Capital Investments Ltd 9.49% SAMLYN CAPITAL, LLC 3Y 7Y 8.26% MISHPACHA HOLDINGS CORP 7.67%
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