뱅크 오브 아메리카 코퍼레이션
MX ˙ BMV ˙ US0605051046
SecurityMX:BAC / Bank of America Corporation
InstitutionWealthspire Advisors, LLC
Latest Disclosed Ownership80,014 shares
Latest Disclosed Value $ 3,900,669
Wealthspire Advisors, LLC reports 41.48% decrease in ownership of BAC / Bank of America Corporation

On May 1, 2026 - Wealthspire Advisors, LLC filed a 13F-HR form disclosing ownership of 80,014 shares of Bank of America Corporation (MX:BAC) valued at $3,900,669 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 136,730 shares of Bank of America Corporation. This represents a change in shares of -41.48% 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)
2026-05-01 2026-03-31 13F BANK AMERICA COM 060505104 80,014 -56,716 -41.48 3,901 -48.14 0.0306
2026-02-12 2025-12-31 13F BANK AMERICA COM 060505104 136,730 41,268 43.23 7,520 52.72 0.0598
2025-11-14 2025-09-30 13F BANK AMERICA COM 060505104 95,462 -8,796 -8.44 4,925 -0.18 0.0258
2025-08-11 2025-06-30 13F BANK AMERICA COM 060505104 104,258 -26,952 -20.54 4,934 -9.90 0.0277
2025-05-09 2025-03-31 13F BANK AMERICA COM 060505104 131,210 -1,039 -0.79 5,475 -5.80 0.0327
2025-02-04 2024-12-31 13F BANK AMERICA COM 060505104 132,249 -34,381 -20.63 5,812 -12.09 0.0578
2024-11-13 2024-09-30 13F BANK AMERICA COM 060505104 166,630 41,090 32.73 6,612 32.43 0.0673
2024-08-08 2024-06-30 13F BANK AMERICA COM 060505104 125,540 6,708 5.64 4,993 10.79 0.0639
2024-05-06 2024-03-31 13F BANK AMERICA COM 060505104 118,832 1,287 1.09 4,506 13.87 0.0601
2024-02-07 2023-12-31 13F BANK AMERICA COM 060505104 117,545 7,838 7.14 3,958 31.77 0.0562
2023-11-06 2023-09-30 13F BANK AMERICA COM 060505104 109,707 5,827 5.61 3,004 0.77 0.0496
2023-08-01 2023-06-30 13F BANK AMERICA COM 060505104 103,880 -3,212 -3.00 2,980 -2.68 0.0487
2023-05-09 2023-03-31 13F BANK AMERICA COM 060505104 107,092 -18,465 -14.71 3,063 -26.36 0.0526
2023-02-14 2022-12-31 13F BANK AMERICA COM 060505104 125,557 -9,948 -7.34 4,158 1.61 0.0757
2022-11-14 2022-09-30 13F BK OF AMERICA COM 060505104 135,505 28,049 26.10 4,092 22.33 0.0855
2022-08-09 2022-06-30 13F BK OF AMERICA COM 060505104 107,456 10,098 10.37 3,345 -16.65 0.0699
2022-05-09 2022-03-31 13F BK OF AMERICA COM 060505104 97,358 -19,320 -16.56 4,013 -22.69 0.0903
2022-02-14 2021-12-31 13F BK OF AMERICA COM 060505104 116,678 -27,672 -19.17 5,191 -15.29 0.1148
2021-11-15 2021-09-30 13F BK OF AMERICA COM 060505104 144,350 71,437 97.98 6,128 103.86 0.1272
2021-08-13 2021-06-30 13F BK OF AMERICA COM 060505104 72,913 -95,211 -56.63 3,006 -53.79 0.0790
2021-05-17 2021-03-31 13F BK OF AMERICA COM 060505104 168,124 76,384 83.26 6,505 133.91 0.1544
2021-02-16 2020-12-31 13F BK OF AMERICA COM 060505104 91,740 42,608 86.72 2,781 134.88 0.0828
2020-11-16 2020-09-30 13F BK OF AMERICA COM 060505104 49,132 5,464 12.51 1,184 14.18 0.0704
2020-08-14 2020-06-30 13F BK OF AMERICA COM 060505104 43,668 -72,979 -62.56 1,037 -58.12 0.0722
2020-05-12 2020-03-31 13F BK OF AMERICA COM 060505104 116,647 87,004 293.51 2,476 137.16 0.1038
2020-02-14 2019-12-31 13F BANK AMER COM 060505104 29,643 7,566 34.27 1,044 62.11 0.0760
2019-11-12 2019-09-30 13F BANK AMER COM 060505104 22,077 22,077 644 0.0527
2019-05-07 2019-03-31 13F BANK AMER COM 060505104 0 -5,794 -100.00 0 -100.00
2019-02-14 2018-12-31 13F BANK AMER COM 060505104 5,794 5,794 143 0.0138
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.