McGlone Suttner Wealth Management, Inc.

Position in BAC — Bank Of America Corp /De/

CIK 1964819 APPLETON, WI

Position in BAC

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$1,808,545

+$292,615 QoQ

Shares Held

31,740

+2.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.28%

of 13F equity value

Holder Rank

#1,529

of 3,594 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

McGlone Suttner Wealth Management, Inc. holds $8,363,712 across 5 Banks - Diversified names. BAC ranks #2 (21.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	10,505	$3,438,601
2	BAC	Bank Of America Corp /De/ This page	31,740	$1,808,545
3	BNY	Bank of New York Mellon Corp	9,994	$1,445,232
4	WFC	Wells Fargo & Company/Mn	15,052	$1,243,897
5	C	Citigroup Inc	3,054	$427,437

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,808,545	31,740	+2.1%	Shares	Sole	2026-07-21
2026-03-31	$1,515,930	31,096	+2.5%	Shares	Sole	2026-04-21
2025-12-31	$1,669,250	30,350	+3.9%	Shares	Sole	2026-01-15
2025-09-30	$1,506,943	29,210	+1.8%	Shares	Sole	2025-10-20
2025-06-30	$1,357,374	28,685	+0.6%	Shares	Sole	2025-07-14
2025-03-31	$1,189,388	28,502	+10.5%	Shares	Sole	2025-04-29
2024-12-31	$1,133,734	25,796	+5.3%	Shares	Sole	2025-01-21
2024-09-30	$972,358	24,505	+21.4%	Shares	Sole	2024-10-10
2024-06-30	$802,638	20,182	-13.4%	Shares	Sole	2024-07-18
2024-03-31	$883,877	23,309	+15.5%	Shares	Sole	2024-04-18
2023-12-31	$679,527	20,182	+5.5%	Shares	Sole	2024-01-18
2023-09-30	$523,724	19,128	+2.1%	Shares	Sole	2023-10-19
2023-06-30	$537,650	18,740	+3.9%	Shares	Sole	2023-07-25
2023-03-31	$515,972	18,041	+4.2%	Shares	Sole	2023-04-20
2022-12-31	$573,572	17,318	—	Shares	Sole	2023-02-09
No filing history on record for this holder in this stock.