McGlone Suttner Wealth Management
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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
Q3 		$1.74M Buy
31,916
+176
+0.6% +$10.7K 0.2% 58
2026
Q2 		$1.81M Buy
31,740
+644
+2% +$34.2K 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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

McGlone Suttner Wealth Management's BAC Position: Q3 2026 in Review

McGlone Suttner Wealth Management increased its Bank of America (BAC) stake by 0.55% in Q3 2026, buying an estimated $10.7K and bringing the position to 31,916 shares worth $1.74M. The position accounts for 0.2% of the portfolio, ranked #58.

McGlone Suttner Wealth Management first reported a position in BAC in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.81M in Q2 2026. 2,145 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • McGlone Suttner Wealth Management held 31,916 shares of Bank of America worth $1.74M as of Q3 2026.
  • McGlone Suttner Wealth Management bought 176 Bank of America shares in Q3 2026, an estimated $10.7K.
  • Bank of America made up 0.2% of McGlone Suttner Wealth Management's portfolio in Q3 2026, its #58 holding.
  • McGlone Suttner Wealth Management first reported a position in Bank of America in Q4 2022 and has held it in 16 quarters since.
  • McGlone Suttner Wealth Management's Bank of America position peaked at $1.81M in Q2 2026.
  • 2,145 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on McGlone Suttner Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.