Blake Schutter Theil Wealth Advisors’s Bank of America BAC Stock Holding History

Blake Schutter Theil Wealth Advisors’s Portfolio BAC Stock Details BAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$756K	Sell	13,888 -674	-5%	-$41.1K	0.52%	42
2026 Q2	$830K	Buy	14,562 +165	+1%	+$8.78K	0.56%	39
2026 Q1	$702K	Sell	14,397 -2	-0%	-$103	0.57%	43
2025 Q4	$792K	Buy	14,399 +540	+4%	+$28.5K	0.65%	34
2025 Q3	$715K	Hold	13,859	–	–	0.71%	39
2025 Q2	$656K	Buy	13,859 +92	+0.7%	+$3.87K	0.74%	40
2025 Q1	$574K	Sell	13,767 -310	-2%	-$13.8K	0.65%	46
2024 Q4	$619K	Sell	14,077 -18,071	-56%	-$795K	0.65%	37
2024 Q3	$1.28M	Buy	+32,148	New	+$1.29M	0.92%	23

Other funds holding BAC

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Blake Schutter Theil Wealth Advisors's BAC Position: Q3 2026 in Review

Blake Schutter Theil Wealth Advisors reduced its Bank of America (BAC) stake by 4.6% in Q3 2026, selling an estimated $41.1K and leaving 13,888 shares worth $756K. The position accounts for 0.52% of the portfolio, ranked #42.

Blake Schutter Theil Wealth Advisors first reported a position in BAC in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.28M in Q3 2024. 1,672 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

Blake Schutter Theil Wealth Advisors held 13,888 shares of Bank of America worth $756K as of Q3 2026.
Blake Schutter Theil Wealth Advisors sold 674 Bank of America shares in Q3 2026, an estimated $41.1K.
Bank of America made up 0.52% of Blake Schutter Theil Wealth Advisors's portfolio in Q3 2026, its #42 holding.
Blake Schutter Theil Wealth Advisors first reported a position in Bank of America in Q3 2024 and has held it in 9 quarters since.
Blake Schutter Theil Wealth Advisors's Bank of America position peaked at $1.28M in Q3 2024.
1,672 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Blake Schutter Theil Wealth Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.