McGlone Suttner Wealth Management’s Bank of America BAC Stock Holding History

McGlone Suttner Wealth Management’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	$1.81M	Buy	31,740 +644	+2%	+$34.3K	0.21%	55
2026 Q1	$1.52M	Buy	31,096 +746	+2%	+$38.5K	0.2%	59
2025 Q4	$1.67M	Buy	30,350 +1,140	+4%	+$60.3K	0.22%	50
2025 Q3	$1.51M	Buy	29,210 +525	+2%	+$25.6K	0.21%	51
2025 Q2	$1.36M	Buy	28,685 +183	+0.6%	+$7.7K	0.2%	51
2025 Q1	$1.19M	Buy	28,502 +2,706	+10%	+$121K	0.2%	57
2024 Q4	$1.13M	Buy	25,796 +1,291	+5%	+$56.8K	0.19%	56
2024 Q3	$972K	Buy	24,505 +4,323	+21%	+$173K	0.2%	63
2024 Q2	$680K	Sell	20,182 -3,127	-13%	-$120K	0.14%	70
2024 Q1	$884K	Buy	23,309 +3,127	+15%	+$107K	0.17%	66
2023 Q4	$680K	Buy	20,182 +1,054	+6%	+$30.7K	0.13%	70
2023 Q3	$524K	Buy	19,128 +388	+2%	+$11.5K	0.12%	70
2023 Q2	$538K	Buy	18,740 +699	+4%	+$19.9K	0.12%	74
2023 Q1	$516K	Buy	18,041 +723	+4%	+$23.9K	0.13%	70
2022 Q4	$574K	Buy	+17,318	New	+$597K	0.18%	63

Other funds holding BAC

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

McGlone Suttner Wealth Management's BAC Position: Q2 2026 in Review

McGlone Suttner Wealth Management increased its Bank of America (BAC) stake by 2.1% in Q2 2026, buying an estimated $34.3K and bringing the position to 31,740 shares worth $1.81M. The position accounts for 0.21% of the portfolio, ranked #55.

McGlone Suttner Wealth Management first reported a position in BAC in Q4 2022 and has held it in 15 quarters since. 1,411 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

McGlone Suttner Wealth Management held 31,740 shares of Bank of America worth $1.81M as of Q2 2026.
McGlone Suttner Wealth Management bought 644 Bank of America shares in Q2 2026, an estimated $34.3K.
Bank of America made up 0.21% of McGlone Suttner Wealth Management's portfolio in Q2 2026, its #55 holding.
McGlone Suttner Wealth Management first reported a position in Bank of America in Q4 2022 and has held it in 15 quarters since.
1,411 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on McGlone Suttner Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.