Blake Schutter Theil Wealth Advisors, LLC
Position in BAC — Bank Of America Corp /De/
CIK 2042011
DAYTON, OH
Position in BAC
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$829,742
+$127,889 QoQ
Shares Held
14,562
+1.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.20%
of 13F equity value
Holder Rank
#2,065
of 3,594 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 24%
Shared 0%
None 76%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Blake Schutter Theil Wealth Advisors, LLC holds $2,675,686 across 3 Banks - Diversified names. BAC ranks #2 (31.0% of the industry book) .
All Filings in BAC
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $829,742 | 14,562 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $701,853 | 14,397 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $791,945 | 14,399 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $714,985 | 13,859 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $655,807 | 13,859 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $574,496 | 13,767 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $618,684 | 14,077 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,275,632 | 32,148 | Shares | Sole | 2024-10-31 | |
| No filing history on record for this holder in this stock. | ||||||