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.
| 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 |
| 2024 Q4 | ADDED | 17,900 | +17,800 | +17800.0% | 0.16% | $787K | $42.71 |
| 2024 Q3 | UNCHANGED | 100 | — | 0% | 0.00% | $4K | $38.35 |
| 2024 Q2 | REDUCED | 100 | -100 | -50.0% | 0.00% | $4K | $38.19 |
| 2024 Q1 | ADDED | 200 | +100 | +100.0% | 0.00% | $8K | $36.19 |
| 2023 Q4 | REDUCED | 100 | -99,900 | -99.9% | 0.00% | $3K | $31.91 |
| 2023 Q4 | ADDED | 100,000 | +99,900 | +99900.0% | 0.30% | $3.4M | $31.91 |
As of 2025 Q4 — sorted by position size