Bank of America Corporation
BG ˙ BUL ˙ US0605051046
SecurityBG:NCB / Bank of America Corporation
InstitutionEvoke Wealth, Llc
Latest Disclosed Ownership62,654 shares
Latest Disclosed Value $ 3,054,417
Evoke Wealth, Llc reports 20.97% decrease in ownership of NCB / Bank of America Corporation

On May 14, 2026 - Evoke Wealth, Llc filed a 13F-HR form disclosing ownership of 62,654 shares of Bank of America Corporation (BG:NCB) valued at $3,054,417 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 79,281 shares of Bank of America Corporation. This represents a change in shares of -20.97% 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)
2026-05-14 2026-03-31 13F BANK AMERICA COM 060505104 62,654 -16,627 -20.97 3,054 -29.95 0.0549
2026-02-06 2025-12-31 13F BANK AMERICA COM 060505104 79,281 436 0.55 4,360 7.20 0.0814
2025-11-14 2025-09-30 13F BANK AMERICA COM 060505104 78,845 8,118 11.48 4,068 21.55 0.0823
2025-08-07 2025-06-30 13F BANK AMERICA COM 060505104 70,727 3,154 4.67 3,347 18.69 0.0766
2025-05-13 2025-03-31 13F BANK AMERICA COM 060505104 67,573 22,213 48.97 2,820 41.45 0.0736
2025-02-10 2024-12-31 13F BANK AMERICA COM 060505104 45,360 10,711 30.91 1,994 45.05 0.0555
2024-11-13 2024-09-30 13F BANK AMERICA COM 060505104 34,649 34,649 1,375 0.0373
2024-08-13 2024-06-30 13F BANK AMERICA COM 060505104 0 -29,241 -100.00 0 -100.00
2024-05-15 2024-03-31 13F BANK AMERICA COM 060505104 29,241 -1,531 -4.98 1,109 6.95 0.0328
2024-02-12 2023-12-31 13F BANK AMERICA COM 060505104 30,772 2,247 7.88 1,036 32.65 0.0222
2023-11-13 2023-09-30 13F BANK AMERICA COM 060505104 28,525 -944 -3.20 781 -7.57 0.0275
2023-08-09 2023-06-30 13F BANK AMERICA COM 060505104 29,469 1,130 3.99 845 4.32 0.0294
2023-05-08 2023-03-31 13F BANK AMERICA COM 060505104 28,339 866 3.15 810 -91.10 0.0295
2023-02-10 2022-12-31 13F BANK AMERICA COM 060505104 27,473 622 2.32 9,099 113,625.00 0.0329
2022-11-07 2022-09-30 13F BANK OF AMERICA COM 060505104 26,851 -350 -1.29 8 0.00 0.0328
2022-08-04 2022-06-30 13F Bank of America COM 060505104 27,201 1,276 4.92 8 -20.00 0.0313
2022-05-10 2022-03-31 13F Bank of America COM 060505104 25,925 478 1.88 11 -9.09 0.0350
2022-02-09 2021-12-31 13F Bank of America COM 060505104 25,447 34 0.13 11 10.00 0.0357
2021-11-12 2021-09-30 13F Bank Of America COM 060505104 25,413 -272 -1.06 11 0.00 0.0405
2021-08-05 2021-06-30 13F BK OF AMERICA COM 060505104 25,685 -955 -3.58 11 0.00 0.0401
2021-05-13 2021-03-31 13F BK OF AMERICA STOCK 060505104 26,640 3,642 15.84 10 66.67 0.0466
2021-02-12 2020-12-31 13F BK OF AMERICA STOCK 060505104 22,998 -35,565 -60.73 7 -99.57 0.0470
2020-11-13 2020-09-30 13F BK OF AMERICA STOCK 060505104 58,563 -11,005 -15.82 1,411 -14.59 0.1144
2020-08-10 2020-06-30 13F BK OF AMERICA STOCK 060505104 69,568 -316 -0.45 1,652 -88.86 0.1601
2020-05-07 2020-03-31 13F BK OF AMERICA STOCK 060505104 69,884 -4,660 -6.25 14,836 -43.49 0.2112
2020-02-07 2019-12-31 13F BANK AMER STOCK 060505104 74,544 1,352 1.85 26,254 22.97 0.3337
2019-12-17 2019-09-30 13F/A-1 BANK OF AMERICA STOCK 060505104 73,192 73,192 21,350 0.2627
2019-11-12 2019-09-30 13F BANK OF AMERICA STOCK 060505104 73,192 21,350
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.