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Livermore
Livermore
ZHEN

Summit Asset Management, LLC

SEC CIK
0001509974
Latest filing
Aug 6, 2026

BAC holding history

Bank of America Corp in every 13F filed by Summit Asset Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BAC overviewAll 13F holders of BACFull Q2 2026 holdings

Shares (Q2 2026)
48,674
Value
$2.77M
% of portfolio
0.4%
Quarters held
22
Since Q1 2021
Holdings of BAC by Summit Asset Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202648,674$2.77M0.4%+10.0%AddedHolders
Q1 202648,673$2.37M0.3%00.0%UnchangedHolders
Q4 202548,673$2.68M0.4%+2,075+4.5%AddedHolders
Q3 202546,598$2.40M0.4%+10.0%AddedHolders
Q2 202546,597$2.20M0.4%+5,811+14.2%AddedHolders
Q1 202540,786$1.70M0.3%+7,001+20.7%AddedHolders
Q4 202433,785$1.48M0.3%+1,000+3.1%AddedHolders
Q3 202432,785$1.30M0.2%+6,151+23.1%AddedHolders
Q2 202426,634$1.06M0.2%+5,601+26.6%AddedHolders
Q1 202421,033$797.6K0.2%+1,651+8.5%AddedHolders
Q4 202319,382$652.6K0.2%+300+1.6%AddedHolders
Q3 202319,082$522.5K0.1%+3,001+18.7%AddedHolders
Q2 202316,081$461.4K0.1%+1,232+8.3%AddedHolders
Q1 202314,849$424.7K0.1%+2,600+21.2%AddedHolders
Q4 202212,249$405.7K0.1%−199−1.6%ReducedHolders
Q3 202212,448$376.0K0.1%+369+3.1%AddedHolders
Q2 202212,079$376.0K0.1%+3,422+39.5%AddedHolders
Q1 20228,657$357.0K0.1%+901+11.6%AddedHolders
Q4 20217,756$345.0K0.1%+1,046+15.6%AddedHolders
Q3 20216,710$285.0K0.1%+780+13.2%AddedHolders
Q2 20215,930$244.0K0.1%+300+5.3%AddedHolders
Q1 20215,630$218.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.