뱅크 오브 아메리카 코퍼레이션
MX ˙ BMV ˙ US0605051046
SecurityMX:BAC / Bank of America Corporation
InstitutionStifel Financial Corp
Latest Disclosed Ownership5,143,451 shares
Latest Disclosed Value $ 250,744,605
Stifel Financial Corp reports 0.20% decrease in ownership of BAC / Bank of America Corporation

On May 12, 2026 - Stifel Financial Corp filed a 13F-HR form disclosing ownership of 5,143,451 shares of Bank of America Corporation (MX:BAC) valued at $250,744,605 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 5,153,736 shares of Bank of America Corporation. This represents a change in shares of -0.20% 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)
2026-05-12 2026-03-31 13F BANK AMERICA COM 060505104 5,143,451 -10,285 -0.20 250,745 -11.54 0.0541
2026-02-13 2025-12-31 13F BANK AMERICA COM 060505104 5,153,736 576,652 12.60 283,455 20.04 0.2550
2025-11-12 2025-09-30 13F BANK AMERICA COM 060505104 4,577,084 281,789 6.56 236,133 16.18 0.2156
2025-08-14 2025-06-30 13F BANK AMERICA COM 060505104 4,295,295 -108,544 -2.46 203,253 10.60 0.1977
2025-05-14 2025-03-31 13F BANK AMERICA COM 060505104 4,403,839 3,246 0.07 183,772 -4.98 0.1953
2025-02-13 2024-12-31 13F BANK AMERICA COM 060505104 4,400,593 -50,224 -1.13 193,407 9.51 0.2015
2024-11-14 2024-09-30 13F BANK AMERICA COM 060505104 4,450,817 22,831 0.52 176,608 0.29 0.1852
2024-08-13 2024-06-30 13F BANK AMERICA COM 060505104 4,427,986 3,453 0.08 176,101 4.96 0.1982
2024-05-14 2024-03-31 13F BANK AMERICA COM 060505104 4,424,533 -140,967 -3.09 167,778 9.15 0.1912
2024-02-12 2023-12-31 13F BANK AMERICA COM 060505104 4,565,500 -151,386 -3.21 153,720 19.03 0.1934
2023-11-13 2023-09-30 13F BANK AMERICA COM 060505104 4,716,886 -347,862 -6.87 129,148 -11.12 0.1816
2023-08-14 2023-06-30 13F BANK AMERICA COM 060505104 5,064,748 -385,030 -7.07 145,307 -6.77 0.1988
2023-05-12 2023-03-31 13F BANK AMERICA COM 060505104 5,449,778 -549,076 -9.15 155,863 -21.55 0.2234
2023-02-13 2022-12-31 13F BANK AMERICA COM 060505104 5,998,854 -453,598 -7.03 198,682 1.96 0.2982
2022-11-14 2022-09-30 13F BK OF AMERICA COM 060505104 6,452,452 -241,173 -3.60 194,864 -6.48 0.3191
2022-08-15 2022-06-30 13F BK OF AMERICA COM 060505104 6,693,625 -129,450 -1.90 208,375 -25.91 0.3261
2022-05-13 2022-03-31 13F BK OF AMERICA COM 060505104 6,823,075 -151,903 -2.18 281,250 -9.37 0.3838
2022-02-14 2021-12-31 13F BK OF AMERICA COM 060505104 6,974,978 236,791 3.51 310,317 8.49 0.4102
2021-11-15 2021-09-30 13F BK OF AMERICA COM 060505104 6,738,187 57,951 0.87 286,035 3.85 0.4194
2021-08-13 2021-06-30 13F BK OF AMERICA COM 060505104 6,680,236 123,355 1.88 275,426 8.57 0.4122
2021-05-14 2021-03-31 13F BK OF AMERICA COM 060505104 6,556,881 1,716,339 35.46 253,686 72.91 0.4182
2021-02-12 2020-12-31 13F BK OF AMERICA COM 060505104 4,840,542 315,008 6.96 146,717 34.58 0.2618
2020-11-16 2020-09-30 13F BK OF AMERICA COM 060505104 4,525,534 245,506 5.74 109,020 7.25 0.2243
2020-08-14 2020-06-30 13F BK OF AMERICA COM 060505104 4,280,028 395,819 10.19 101,651 23.41 0.2338
2020-05-14 2020-03-31 13F BK OF AMERICA COM 060505104 3,884,209 -1,093,914 -21.97 82,368 -53.05 0.2275
2020-02-13 2019-12-31 13F BANK AMER COM 060505104 4,978,123 637,732 14.69 175,438 38.54 0.3655
2019-11-19 2019-09-30 13F/A-1 BANK AMER COM 060505104 4,340,391 -509,802 -10.51 126,636 -10.00 0.3231
2019-11-13 2019-09-30 13F BANK AMER COM 060505104 4,337,873 -512,320 126,564 70,945.4657
2019-08-14 2019-06-30 13F BANK AMER COM 060505104 4,850,193 157,485 3.36 140,706 8.62 0.3628
2019-05-14 2019-03-31 13F BANK AMER COM 060505104 4,692,708 88,848 1.93 129,545 14.34 0.3661
2019-02-13 2018-12-31 13F BANK AMER COM 060505104 4,603,860 -759,998 -14.17 113,294 -28.32 0.3663
2018-11-13 2018-09-30 13F BANK AMER COM 060505104 5,363,858 78,329 1.48 158,052 5.78 0.4528
2018-08-14 2018-06-30 13F BANK AMER COM 060505104 5,285,529 -274,742 -4.94 149,414 -10.37 0.4585
2018-05-11 2018-03-31 13F BANK AMER COM 060505104 5,560,271 98,777 1.81 166,695 3.35 0.5261
2018-02-14 2017-12-31 13F BANK AMER COM 060505104 5,461,494 1,042,056 23.58 161,296 43.96 0.5114
2017-11-13 2017-09-30 13F BANK AMER COM 060505104 4,419,438 4,332,974 5,011.30 112,042 5,240.42 0.3889
2017-11-01 2017-06-30 13F/A-1 BANK AMER COM 060505104 86,464 -3,551,393 -97.62 2,098 -97.55 1.8871
2017-08-14 2017-06-30 13F BANK AMER COM 060505104 4,015,655 377,798 97,377
2017-05-10 2017-03-31 13F BANK AMER COM 060505104 3,637,857 377,456 11.58 85,796 19.03 0.3322
2017-02-16 2016-12-31 13F BANK AMER COM 060505104 3,260,401 788,077 31.88 72,077 86.11 0.3060
2016-11-15 2016-09-30 13F BANK AMER COM 060505104 2,472,324 -102,765 -3.99 38,728 13.33 0.1742
2016-08-17 2016-06-30 13F BANK AMER COM 060505104 2,575,089 265,758 11.51 34,173 9.45 0.1581
2016-05-16 2016-03-31 13F BANK AMER COM 060505104 2,309,331 373,584 19.30 31,223 -4.16 0.1664
2016-03-21 2015-12-31 13F/A-2 BANK AMER COM 060505104 1,935,747 328,893 20.47 32,579 30.14 0.1696
2016-02-26 2015-12-31 13F/A-1 BANK AMER COM 060505104 1,701,476 -234,271 31,048 0.1623
2016-02-16 2015-12-31 13F BANK AMER COM 060505104 1,698,186 30,849
2015-11-16 2015-09-30 13F BANK AMER COM 060505104 1,606,854 137,369 9.35 25,033 0.35 0.1407
2015-08-17 2015-06-30 13F/A-1 BANK AMER COM 060505104 1,469,485 157,075 11.97 24,946 23.51 0.1290
2015-08-17 2015-06-30 13F BANK AMER COM 060505104 1,443,021 24,507
2015-05-14 2015-03-31 13F BANK AMER COM 060505104 1,312,410 -388,790 -22.85 20,197 -33.62 0.1105
2015-02-13 2014-12-31 13F BANK AMER COM 060505104 1,701,200 938,760 123.13 30,428 134.06 0.1691
2014-11-13 2014-09-30 13F BANK AMER COM 060505104 762,440 -15,351 -1.97 13,000 8.74 0.1141
2014-08-14 2014-06-30 13F BANK OF AMERICA COM 060505104 777,791 -327,852 -29.65 11,955 -37.14 0.1074
2014-05-15 2014-03-31 13F BANK OF AMERICA COM 060505104 1,105,643 1,105,643 19,018 0.1820
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.