뱅크 오브 아메리카 코퍼레이션
MX ˙ BMV ˙ US0605051046
SecurityMX:BAC / Bank of America Corporation
InstitutionBuckley Wealth Management, LLC
Latest Disclosed Ownership45,524 shares
Latest Disclosed Value $ 2,219,327
Buckley Wealth Management, LLC reports 2.11% decrease in ownership of BAC / Bank of America Corporation

On May 13, 2026 - Buckley Wealth Management, LLC filed a 13F-HR form disclosing ownership of 45,524 shares of Bank of America Corporation (MX:BAC) valued at $2,219,327 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 46,504 shares of Bank of America Corporation. This represents a change in shares of -2.11% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-13 2026-03-31 13F BANK AMERICA COM 060505104 45,524 -980 -2.11 2,219 -13.22 0.5664
2026-02-12 2025-12-31 13F BANK AMERICA COM 060505104 46,504 -275 -0.59 2,558 5.97 0.6782
2025-11-14 2025-09-30 13F BANK AMERICA COM 060505104 46,779 -486 -1.03 2,413 7.92 0.6608
2025-08-11 2025-06-30 13F BANK AMERICA COM 060505104 47,265 67 0.14 2,237 13.56 0.6693
2025-05-15 2025-03-31 13F BANK AMERICA COM 060505104 47,198 -518 -1.09 1,970 -6.10 0.6127
2025-02-10 2024-12-31 13F BANK AMERICA COM 060505104 47,716 20 0.04 2,097 10.84 0.6420
2024-10-18 2024-09-30 13F BANK AMERICA COM 060505104 47,696 2,163 4.75 1,893 4.53 0.5830
2024-07-24 2024-06-30 13F BANK AMERICA COM 060505104 45,533 -985 -2.12 1,811 2.67 0.5739
2024-04-16 2024-03-31 13F BANK AMERICA COM 060505104 46,518 -585 -1.24 1,764 11.23 0.5656
2024-01-18 2023-12-31 13F BANK AMERICA COM 060505104 47,103 -1,340 -2.77 1,586 19.53 0.5506
2023-10-13 2023-09-30 13F BANK AMERICA COM 060505104 48,443 -3,189 -6.18 1,326 -10.47 0.4962
2023-07-12 2023-06-30 13F BANK AMERICA COM 060505104 51,632 13,594 35.74 1,481 36.25 0.5038
2023-04-14 2023-03-31 13F BANK AMERICA COM 060505104 38,038 -220 -0.58 1,088 -14.21 0.4006
2023-02-10 2022-12-31 13F BANK AMERICA COM 060505104 38,258 -403 -1.04 1,267 8.48 0.4612
2022-11-14 2022-09-30 13F BK OF AMERICA COM 060505104 38,661 -4,174 -9.74 1,168 -12.38 0.4305
2022-08-04 2022-06-30 13F BK OF AMERICA COM 060505104 42,835 -364 -0.84 1,333 -25.15 0.4289
2022-05-06 2022-03-31 13F BK OF AMERICA COM 060505104 43,199 3,789 9.61 1,781 1.60 0.4821
2022-02-02 2021-12-31 13F BK OF AMERICA COM 060505104 39,410 -2,450 -5.85 1,753 -1.35 0.5118
2021-11-09 2021-09-30 13F BK OF AMERICA COM 060505104 41,860 718 1.75 1,777 4.78 0.5747
2021-07-27 2021-06-30 13F BK OF AMERICA COM 060505104 41,142 -3,379 -7.59 1,696 -1.57 0.5818
2021-04-30 2021-03-31 13F BK OF AMERICA COM 060505104 44,521 -5,855 -11.62 1,723 12.84 0.6387
2021-01-20 2020-12-31 13F BK OF AMERICA COM 060505104 50,376 -1,215 -2.36 1,527 22.85 0.6261
2020-10-19 2020-09-30 13F BK OF AMERICA COM 060505104 51,591 2,133 4.31 1,243 5.79 0.5580
2020-07-15 2020-06-30 13F BK OF AMERICA COM 060505104 49,458 -4,286 -7.97 1,175 2.98 0.5329
2020-04-10 2020-03-31 13F BK OF AMERICA COM 060505104 53,744 4,175 8.42 1,141 -34.65 0.6191
2020-01-16 2019-12-31 13F BANK AMER COM 060505104 49,569 -295 -0.59 1,746 20.00 0.7923
2019-10-11 2019-09-30 13F BANK AMER COM 060505104 49,864 -7,199 -12.62 1,455 -12.08 0.7122
2019-07-19 2019-06-30 13F BANK AMER COM 060505104 57,063 375 0.66 1,655 5.82 0.7746
2019-04-11 2019-03-31 13F BANK AMER COM 060505104 56,688 -1,725 -2.95 1,564 8.69 0.7408
2019-02-01 2018-12-31 13F BANK AMER COM 060505104 58,413 2,252 4.01 1,439 -13.05 0.7419
2018-10-25 2018-09-30 13F BANK AMER COM 060505104 56,161 155 0.28 1,655 4.81 0.7228
2018-07-31 2018-06-30 13F BANK AMER COM 060505104 56,006 768 1.39 1,579 -4.71 0.7466
2018-05-08 2018-03-31 13F BANK AMER COM 060505104 55,238 168 0.31 1,657 1.91 0.8191
2018-02-07 2017-12-31 13F BANK AMER COM 060505104 55,070 55,070 1,626 0.8156
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.