뱅크 오브 아메리카 코퍼레이션
MX ˙ BMV ˙ US0605051046
SecurityMX:BAC / Bank of America Corporation
InstitutionGradient Investments LLC
Latest Disclosed Ownership695,981 shares
Latest Disclosed Value $ 33,929,079
Gradient Investments LLC reports 1.43% increase in ownership of BAC / Bank of America Corporation

On April 13, 2026 - Gradient Investments LLC filed a 13F-HR form disclosing ownership of 695,981 shares of Bank of America Corporation (MX:BAC) valued at $33,929,079 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 8, 2026 disclosing 686,142 shares of Bank of America Corporation. This represents a change in shares of 1.43% 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)
2026-04-13 2026-03-31 13F BANK AMERICA COM 060505104 695,981 9,839 1.43 33,929 -10.09 0.5256
2026-01-08 2025-12-31 13F BANK AMERICA COM 060505104 686,142 2,108 0.31 37,738 6.94 0.5990
2025-10-06 2025-09-30 13F BANK AMERICA COM 060505104 684,034 10,533 1.56 35,289 10.73 0.5892
2025-07-08 2025-06-30 13F BANK AMERICA COM 060505104 673,501 -22,915 -3.29 31,870 9.67 0.5826
2025-04-09 2025-03-31 13F BANK AMERICA COM 060505104 696,416 50,296 7.78 29,061 2.34 0.5862
2025-01-21 2024-12-31 13F BANK AMERICA COM 060505104 646,120 -938 -0.14 28,397 10.60 0.5750
2024-10-15 2024-09-30 13F BANK AMERICA COM 060505104 647,058 -151,448 -18.97 25,675 -19.15 0.5350
2024-07-18 2024-06-30 13F BANK AMERICA COM 060505104 798,506 -35,724 -4.28 31,757 0.39 0.7131
2024-04-23 2024-03-31 13F BANK AMERICA COM 060505104 834,230 -26,358 -3.06 31,634 9.17 0.7336
2024-01-18 2023-12-31 13F BANK AMERICA COM 060505104 860,588 -93,548 -9.80 28,976 10.92 0.7007
2023-10-27 2023-09-30 13F BANK AMERICA COM 060505104 954,136 19,069 2.04 26,124 -2.62 0.6895
2023-07-11 2023-06-30 13F BANK AMERICA COM 060505104 935,067 120,221 14.75 26,827 15.12 0.6908
2023-04-17 2023-03-31 13F BANK AMERICA COM 060505104 814,846 98,421 13.74 23,305 -1.78 0.6354
2023-01-10 2022-12-31 13F BANK AMERICA COM 060505104 716,425 -48,057 -6.29 23,728 2.77 0.7479
2022-10-14 2022-09-30 13F BK OF AMERICA COM 060505104 764,482 -148,440 -16.26 23,087 -18.76 0.7062
2022-07-11 2022-06-30 13F BK OF AMERICA COM 060505104 912,922 352,773 62.98 28,419 23.08 0.8297
2022-05-26 2022-03-31 13F BK OF AMERICA COM 060505104 560,149 40,672 7.83 23,089 -0.10 0.5931
2022-01-12 2021-12-31 13F BK OF AMERICA COM 060505104 519,477 130,321 33.49 23,112 39.90 0.5859
2021-10-18 2021-09-30 13F BK OF AMERICA COM 060505104 389,156 26,063 7.18 16,520 10.35 0.4628
2021-07-12 2021-06-30 13F BK OF AMERICA COM 060505104 363,093 17,409 5.04 14,970 11.93 0.4380
2021-04-21 2021-03-31 13F BK OF AMERICA COM 060505104 345,684 300,373 662.91 13,375 1,124.82 0.4349
2021-01-08 2020-12-31 13F BK OF AMERICA COM 060505104 45,311 -383 -0.84 1,092 -0.82 0.0463
2020-10-06 2020-09-30 13F BK OF AMERICA COM 060505104 45,694 -391,609 -89.55 1,101 -89.40 0.0462
2020-07-10 2020-06-30 13F BK OF AMERICA COM 060505104 437,303 109,851 33.55 10,386 49.40 0.4736
2020-04-07 2020-03-31 13F BK OF AMERICA COM 060505104 327,452 25,304 8.37 6,952 -34.67 0.3746
2020-01-15 2019-12-31 13F BANK AMER COM 060505104 302,148 3,233 1.08 10,642 22.06 0.4739
2019-10-10 2019-09-30 13F BANK AMER COM 060505104 298,915 1,600 0.54 8,719 1.13 0.4271
2019-07-16 2019-06-30 13F BANK AMER COM 060505104 297,315 29,803 11.14 8,622 16.81 0.4426
2019-04-11 2019-03-31 13F BANK AMER COM 060505104 267,512 -49,139 -15.52 7,381 -5.40 0.4773
2019-01-18 2018-12-31 13F BANK AMER COM 060505104 316,651 9,433 3.07 7,802 -13.80 0.4682
2018-10-11 2018-09-30 13F BANK AMER COM 060505104 307,218 301,420 5,198.69 9,051 5,452.76 0.4642
2018-08-09 2018-06-30 13F BANK AMER COM 060505104 5,798 73 1.28 163 -5.23 0.0087
2018-04-10 2018-03-31 13F BANK AMER COM 060505104 5,725 641 12.61 172 14.67 0.0093
2018-02-07 2017-12-31 13F BANK AMER COM 060505104 5,084 5,084 150 0.0087
2017-10-16 2017-09-30 13F BANK AMER COM 060505104 0 -4,532 -100.00 0 -100.00
2017-07-19 2017-06-30 13F BANK AMER COM 060505104 4,532 -10 -0.22 110 2.80 0.0077
2017-04-11 2017-03-31 13F BANK AMER COM 060505104 4,542 700 18.22 107 25.88 0.0082
2017-01-17 2016-12-31 13F BANK AMER COM 060505104 3,842 -450 -10.48 85 26.87 0.0074
2016-10-11 2016-09-30 13F BANK AMER COM 060505104 4,292 -406 -8.64 67 8.06 0.0066
2016-07-14 2016-06-30 13F BANK AMER COM 060505104 4,698 908 23.96 62 21.57 0.0067
2016-04-13 2016-03-31 13F BANK AMER COM 060505104 3,790 506 15.41 51 -7.27 0.0063
2016-01-19 2015-12-31 13F BANK AMER COM 060505104 3,284 288 9.61 55 17.02 0.0073
2015-10-14 2015-09-30 13F BANK AMER COM 060505104 2,996 12 0.40 47 -7.84 0.0067
2015-08-25 2015-06-30 13F BANK AMER COM 060505104 2,984 -869 -22.55 51 -13.56 0.0070
2015-04-10 2015-03-31 13F BANK AMER COM 060505104 3,853 136 3.66 59 -10.61 0.0088
2015-01-15 2014-12-31 13F BANK AMER COM 060505104 3,717 1,733 87.35 66 94.12 0.0109
2014-10-14 2014-09-30 13F BANK AMER COM 060505104 1,984 388 24.31 34 25.93 0.0061
2014-04-11 2014-03-31 13F BANK OF AMERICA COM 060505104 1,596 -462 -22.45 27 -15.62 0.0062
2014-01-13 2013-12-31 13F BANK OF AMERICA COM 060505104 2,058 -76 -3.56 32 10.34 0.0085
2013-10-15 2013-09-30 13F BANK OF AMERICA COM 060505104 2,134 -7 -0.33 29 3.57 0.0091
2013-07-19 2013-06-30 13F BANK OF AMERICA COM 060505104 2,141 2,141 28 0.0105
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.