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 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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Blake Schutter Theil Wealth Advisors's BAC Position: Q2 2026 in Review

Blake Schutter Theil Wealth Advisors increased its Bank of America (BAC) stake by 1.1% in Q2 2026, buying an estimated $8.78K and bringing the position to 14,562 shares worth $830K. The position accounts for 0.56% of the portfolio, ranked #39.

Blake Schutter Theil Wealth Advisors first reported a position in BAC in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.28M in Q3 2024. 1,723 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Blake Schutter Theil Wealth Advisors held 14,562 shares of Bank of America worth $830K as of Q2 2026.
Blake Schutter Theil Wealth Advisors bought 165 Bank of America shares in Q2 2026, an estimated $8.78K.
Bank of America made up 0.56% of Blake Schutter Theil Wealth Advisors's portfolio in Q2 2026, its #39 holding.
Blake Schutter Theil Wealth Advisors first reported a position in Bank of America in Q3 2024 and has held it in 8 quarters since.
Blake Schutter Theil Wealth Advisors's Bank of America position peaked at $1.28M in Q3 2024.
1,723 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Blake Schutter Theil Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.