뱅크 오브 아메리카 코퍼레이션
MX ˙ BMV ˙ US0605051046
SecurityMX:BAC / Bank of America Corporation
InstitutionEvercore Wealth Management, LLC
Latest Disclosed Ownership47,264 shares
Latest Disclosed Value $ 2,304,119
Evercore Wealth Management, LLC reports 6.33% decrease in ownership of BAC / Bank of America Corporation

On May 15, 2026 - Evercore Wealth Management, LLC filed a 13F-HR form disclosing ownership of 47,264 shares of Bank of America Corporation (MX:BAC) valued at $2,304,119 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 50,459 shares of Bank of America Corporation. This represents a change in shares of -6.33% 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)
2026-05-15 2026-03-31 13F BANK AMERICA COM 060505104 47,264 -3,195 -6.33 2,304 -16.97 0.0362
2026-02-17 2025-12-31 13F BANK AMERICA COM 060505104 50,459 -855 -1.67 2,775 4.84 0.0407
2025-11-14 2025-09-30 13F BANK AMERICA COM 060505104 51,314 2,290 4.67 2,647 14.14 0.0388
2025-08-14 2025-06-30 13F BANK AMERICA COM 060505104 49,024 -24,685 -33.49 2,320 -24.59 0.0361
2025-05-15 2025-03-31 13F BANK AMERICA COM 060505104 73,709 -13,129 -15.12 3,076 -19.42 0.0494
2025-02-14 2024-12-31 13F BANK AMERICA COM 060505104 86,838 -1,080 -1.23 3,817 9.40 0.0572
2024-11-14 2024-09-30 13F BANK AMERICA COM 060505104 87,918 -764 -0.86 3,489 -1.08 0.0523
2024-08-14 2024-06-30 13F BANK AMERICA COM 060505104 88,682 6,203 7.52 3,527 12.76 0.0555
2024-05-15 2024-03-31 13F BANK AMERICA COM 060505104 82,479 -95,477 -53.65 3,128 -47.81 0.0490
2024-02-14 2023-12-31 13F BANK AMERICA COM 060505104 177,956 -9,220 -4.93 5,992 16.92 0.1005
2023-11-14 2023-09-30 13F BANK AMERICA COM 060505104 187,176 -5,945 -3.08 5,125 -7.51 0.0959
2023-08-04 2023-06-30 13F BANK AMERICA COM 060505104 193,121 2,320 1.22 5,541 1.54 0.1016
2023-05-15 2023-03-31 13F BANK AMERICA COM 060505104 190,801 -9,654 -4.82 5,457 -17.82 0.1088
2023-02-14 2022-12-31 13F BANK AMERICA COM 060505104 200,455 32,081 19.05 6,639 30.56 0.1391
2022-11-14 2022-09-30 13F BK OF AMERICA COM 060505104 168,374 -14,129 -7.74 5,085 -10.51 0.1147
2022-08-15 2022-06-30 13F BK OF AMERICA COM 060505104 182,503 -10,428 -5.41 5,682 -28.55 0.1198
2022-05-16 2022-03-31 13F BK OF AMERICA COM 060505104 192,931 -1,097 -0.57 7,952 -7.89 0.1406
2022-02-14 2021-12-31 13F BK OF AMERICA COM 060505104 194,028 -8,234 -4.07 8,633 0.55 0.1404
2021-11-15 2021-09-30 13F BK OF AMERICA COM 060505104 202,262 -7,976 -3.79 8,586 -0.95 0.1554
2021-08-16 2021-06-30 13F BK OF AMERICA COM 060505104 210,238 -51,674 -19.73 8,668 -14.46 0.1586
2021-05-17 2021-03-31 13F BK OF AMERICA COM 060505104 261,912 208,815 393.27 10,133 529.77 0.2008
2021-02-16 2020-12-31 13F BK OF AMERICA COM 060505104 53,097 -7,737 -12.72 1,609 9.75 0.0347
2020-11-16 2020-09-30 13F BK OF AMERICA COM 060505104 60,834 -1,374 -2.21 1,466 -0.74 0.0359
2020-08-13 2020-06-30 13F BK OF AMERICA COM 060505104 62,208 -5,094 -7.57 1,477 3.36 0.0395
2020-05-14 2020-03-31 13F BK OF AMERICA COM 060505104 67,302 48 0.07 1,429 -39.68 0.0471
2020-02-13 2019-12-31 13F BANK AMER COM 060505104 67,254 -855 -1.26 2,369 19.22 0.0638
2019-11-14 2019-09-30 13F BANK AMER COM 060505104 68,109 1,793 2.70 1,987 3.27 0.0583
2019-08-13 2019-06-30 13F BANK AMER COM 060505104 66,316 2,775 4.37 1,924 9.75 0.0584
2019-05-14 2019-03-31 13F BANK AMER COM 060505104 63,541 17,225 37.19 1,753 53.64 0.0565
2019-02-13 2018-12-31 13F BANK AMER COM 060505104 46,316 -33,236 -41.78 1,141 -51.32 0.0431
2018-11-13 2018-09-30 13F BANK AMER COM 060505104 79,552 -975 -1.21 2,344 3.26 0.0749
2018-08-14 2018-06-30 13F BANK AMER COM 060505104 80,527 46,492 136.60 2,270 122.33 0.0776
2018-05-14 2018-03-31 13F BANK AMER COM 060505104 34,035 -144 -0.42 1,021 1.19 0.0390
2018-02-13 2017-12-31 13F BANK AMER COM 060505104 34,179 1,605 4.93 1,009 22.15 0.0375
2017-11-13 2017-09-30 13F BANK AMER COM 060505104 32,574 0 0.00 826 4.56 0.0322
2017-08-11 2017-06-30 13F BANK AMER COM 060505104 32,574 -4,926 -13.14 790 -10.73 0.0305
2017-05-12 2017-03-31 13F BANK AMER COM 060505104 37,500 -13 -0.03 885 6.76 0.0346
2017-02-08 2016-12-31 13F BANK AMER COM 060505104 37,513 2,775 7.99 829 52.39 0.0344
2016-11-10 2016-09-30 13F BANK AMER COM 060505104 34,738 7,175 26.03 544 48.63 0.0225
2016-09-20 2016-06-30 13F/A-1 BANK AMER COM 060505104 27,563 -5,446 -16.50 366 -17.94 0.0162
2016-08-01 2016-06-30 13F BANK AMER COM 060505104 27,063 359
2016-05-02 2016-03-31 13F BANK AMER COM 060505104 33,009 -3,695 -10.07 446 -27.71 0.0197
2016-02-16 2015-12-31 13F BANK AMER COM 060505104 36,704 2,473 7.22 617 15.54 0.0286
2015-11-16 2015-09-30 13F BANK AMER COM 060505104 34,231 -87 -0.25 534 -8.40 0.0255
2015-08-06 2015-06-30 13F BANK AMER COM 060505104 34,318 12,890 60.15 583 75.60 0.0263
2015-05-06 2015-03-31 13F BANK AMER COM 060505104 21,428 -61 -0.28 332 -14.43 0.0152
2015-02-13 2014-12-31 13F BANK AMER COM 060505104 21,489 -144 -0.67 388 5.43 0.0193
2014-11-13 2014-09-30 13F BANK AMER COM 060505104 21,633 1,000 4.85 368 15.36 0.0184
2014-08-14 2014-06-30 13F BANK OF AMERICA COM 060505104 20,633 -4,564 -18.11 319 -26.33 0.0164
2014-05-15 2014-03-31 13F BANK OF AMERICA COM 060505104 25,197 -16,594 -39.71 433 -33.38 0.0243
2014-02-11 2013-12-31 13F BANK OF AMERICA COM 060505104 41,791 8,958 27.28 650 43.81 0.0357
2013-11-13 2013-09-30 13F BANK OF AMERICA COM 060505104 32,833 -182 -0.55 452 6.60 0.0259
2013-08-14 2013-06-30 13F BANK OF AMERICA COM 060505104 33,015 33,015 424 0.0240
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.