A detailed history of Summit Wealth Group LLC / CO transactions in Bank Of America Corp stock. As of the latest transaction made, Summit Wealth Group LLC / CO holds 33,697 shares of BAC stock, worth $1.73 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares
33,697
Previous 4,321 679.84%
Holding current value
$1.73 Million
Previous $205 Million 350.99%
% of portfolio
0.31%
Previous 0.05%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025

BUY
$44.92 - $52.42 $1.32 Million - $1.54 Million
29,376 Added 679.84%
33,697 $923 Million
Q2 2025

Aug 13, 2025

BUY
$34.39 - $47.46 $148,599 - $205,074
4,321 New
4,321 $205 Million

Others Institutions Holding BAC

About Bank of America Corp


  • Ticker BAC
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 8,024,450,048
  • Market Cap $413B
  • Description
  • Bank of America Corporation, through its subsidiaries, provides banking and financial products and services for individual consumers, small and middle-market businesses, institutional investors, large corporations, and governments worldwide. Its Consumer Banking segment offers traditional and money market savings accounts, certificates of deposi...
More about BAC
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