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Bank of America Corporation shares owned by Summit Wealth & Retirement Planning

Quarter-by-quarter ownership of Bank of America Corporation (BAC) shares owned by Summit Wealth & Retirement Planning from 13F filings

Historical chart of Summit Wealth & Retirement Planning investment in Bank of America Corporation

Tip: Access up to 7 years of quarterly data

All positions including Bank of America Corporation held by Summit Wealth & Retirement Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Bank of America Corporation by Summit Wealth & Retirement Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $484k 13k 37.92
2021-03-31 $211k 5.5k 38.63
2019-12-31 $206k 5.8k 35.23
2019-06-30 $210k 7.2k 29.02
2019-03-31 $200k 7.2k 27.64

More positions owned by Summit Wealth & Retirement Planning

Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard World Mega Cap Index (MGC)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)
Ishares Tr Rus 1000 Val Etf (IWD)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Ishares Tr Msci Eafe Etf (EFA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Msci Emg Mkt Etf (EEM)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)

View all positions for Summit Wealth & Retirement Planning

Top funds holding Bank of America Corporation

Berkshire Hathaway
Vanguard Group
BlackRock
FMR
Jpmorgan Chase & Co
Geode Capital Management
Morgan Stanley
T. Rowe Price Associates
Franklin Resources
Dodge & Cox
Northern Trust
Citadel Advisors
Legal & General Group
Ameriprise Financial
Bank of New York Mellon

View all funds holding Bank of America Corporation