Atwood & Palmer Inc reports 23.25% decrease in ownership of BAC / Bank of America Corporation

Bank of America Corporation

MX ˙ BMV ˙ US0605051046

Security	MX:BAC / Bank of America Corporation
Institution	Atwood & Palmer Inc
Latest Disclosed Ownership	9,794 shares
Latest Disclosed Value	$ 477,467

On April 15, 2026 - Atwood & Palmer Inc filed a 13F-HR form disclosing ownership of 9,794 shares of Bank of America Corporation (MX:BAC) valued at $477,467 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 12,761 shares of Bank of America Corporation. This represents a change in shares of -23.25% 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	Reported Shares	ΔShares	ΔShares (%)	Reported Value (x1000)	ΔValue (%)	Alloc (%)
2026-04-15	2026-03-31	13F	BANK AMERICA	COM	060505104	9,794	-2,967	-23.25	477	-31.95	0.0269
2026-01-28	2025-12-31	13F	BANK AMERICA	COM	060505104	12,761	-766	-5.66	702	0.57	0.0399
2025-10-15	2025-09-30	13F	BANK AMERICA	COM	060505104	13,527	-982	-6.77	698	1.60	0.0410
2025-07-08	2025-06-30	13F	BANK AMERICA	COM	060505104	14,509	0	0.00	687	13.39	0.0429
2025-04-15	2025-03-31	13F	BANK AMERICA	COM	060505104	14,509	3,457	31.28	605	24.74	0.0420
2025-01-16	2024-12-31	13F	BANK AMERICA	COM	060505104	11,052	-1,000	-8.30	486	1.46	0.0333
2024-10-07	2024-09-30	13F	BANK AMERICA	COM	060505104	12,052	0	0.00	478	-0.21	0.0325
2024-07-10	2024-06-30	13F	BANK AMERICA	COM	060505104	12,052	-108	-0.89	479	3.90	0.0363
2024-04-10	2024-03-31	13F	BANK AMERICA	COM	060505104	12,160	-111	-0.90	461	11.62	0.0350
2024-01-12	2023-12-31	13F	BANK AMERICA	COM	060505104	12,271	-750	-5.76	413	16.01	0.0334
2023-10-20	2023-09-30	13F	BANK AMERICA	COM	060505104	13,021	0	0.00	357	-4.56	0.0313
2023-07-18	2023-06-30	13F	BANK AMERICA	COM	060505104	13,021	0	0.00	374	0.27	0.0334
2023-04-21	2023-03-31	13F	BANK AMERICA	COM	060505104	13,021	0	0.00	372	-13.69	0.0350
2023-01-31	2022-12-31	13F	BANK AMERICA	COM	060505104	13,021	0	0.00	431	9.67	0.0390
2022-10-12	2022-09-30	13F	BK OF AMERICA	COM	060505104	13,021	0	0.00	393	-2.96	0.0389
2022-07-21	2022-06-30	13F	BK OF AMERICA	COM	060505104	13,021	-400	-2.98	405	-26.76	0.0394
2022-04-29	2022-03-31	13F	BK OF AMERICA	COM	060505104	13,421	0	0.00	553	-7.37	0.0477
2022-01-24	2021-12-31	13F	BK OF AMERICA	COM	060505104	13,421	202	1.53	597	6.42	0.0500
2021-10-29	2021-09-30	13F/A-1	BK OF AMERICA	COM	060505104	13,219	0	0.00	561	2.94	0.0501
2021-10-19	2021-09-30	13F	BK OF AMERICA	COM	060505104	13,219	0		561		0.0501
2021-07-26	2021-06-30	13F	BK OF AMERICA	COM	060505104	13,219	0	0.00	545	6.65	0.0490
2021-04-26	2021-03-31	13F	BK OF AMERICA	COM	060505104	13,219	127	0.97	511	28.72	0.0492
2021-02-04	2020-12-31	13F	BK OF AMERICA	COM	060505104	13,092	0	0.00	397	26.03	0.0426
2020-10-28	2020-09-30	13F	BK OF AMERICA	COM	060505104	13,092	0	0.00	315	1.29	0.0397
2020-07-24	2020-06-30	13F	BK OF AMERICA	COM	060505104	13,092	0	0.00	311	11.87	0.0420
2020-04-20	2020-03-31	13F	BK OF AMERICA	COM	060505104	13,092	0	0.00	278	-39.70	0.0437
2020-02-05	2019-12-31	13F	BANK AMER	COM	060505104	13,092	0	0.00	461	20.68	0.0593
2019-10-21	2019-09-30	13F	BANK AMER	COM	060505104	13,092	-500	-3.68	382	-3.05	0.0515
2019-07-17	2019-06-30	13F	BANK AMER	COM	060505104	13,592	0	0.00	394	5.07	0.0532
2019-04-23	2019-03-31	13F	BANK AMER	COM	060505104	13,592	-1,500	-9.94	375	0.81	0.0531
2019-02-01	2018-12-31	13F	BANK AMER	COM	060505104	15,092	0	0.00	372	-16.40	0.0591
2018-10-29	2018-09-30	13F	BANK AMER	COM	060505104	15,092	0	0.00	445	4.71	0.0581
2018-07-19	2018-06-30	13F	BANK AMER	COM	060505104	15,092	0	0.00	425	-6.18	0.0583
2018-04-30	2018-03-31	13F	BANK AMER	COM	060505104	15,092	-1,232	-7.55	453	-6.02	0.0646
2018-02-08	2017-12-31	13F	BANK AMER	COM	060505104	16,324	2,842	21.08	482	40.94	0.0676
2017-10-16	2017-09-30	13F	BANK AMER	COM	060505104	13,482	0	0.00	342	4.59	0.0495
2017-08-08	2017-06-30	13F	BANK AMER	COM	060505104	13,482	400	3.06	327	5.83	0.0513
2017-04-28	2017-03-31	13F	BANK AMER	COM	060505104	13,082	0	0.00	309	6.92	0.0494
2017-02-06	2016-12-31	13F	BANK AMER	COM	060505104	13,082	0	0.00	289	40.98	0.0520
2016-11-08	2016-09-30	13F	BANK AMER	COM	060505104	13,082	0	0.00	205	17.82	0.0372
2016-07-21	2016-06-30	13F	BANK AMER	COM	060505104	13,082	0	0.00	174	-1.69	0.0314
2016-04-28	2016-03-31	13F	BANK AMER	COM	060505104	13,082	0	0.00	177	-19.55	0.0315
2016-01-28	2015-12-31	13F	BANK AMER	COM	060505104	13,082	0	0.00	220	7.84	0.0418
2015-11-12	2015-09-30	13F	BANK AMER	COM	060505104	13,082	-128	-0.97	204	-9.33	0.0398
2015-07-31	2015-06-30	13F	BANK AMER	COM	060505104	13,210	4,628	53.93	225	70.45	0.0404
2015-05-05	2015-03-31	13F	BANK AMER	COM	060505104	8,582	50	0.59	132	-13.73	0.0236
2015-02-17	2014-12-31	13F	BANK AMER	COM	060505104	8,532	-3,800	-30.81	153	-28.84	0.0286
2014-12-02	2014-09-30	13F/A-1	BANK AMER	COM	060505104	12,332	4,782	63.34	215	85.34	0.0406
2014-11-12	2014-09-30	13F	BANK AMER	COM	060505104	12,332	4,782		215		0.0394
2014-08-11	2014-06-30	13F	BANK OF AMERICA	COM	060505104	7,550	-4,267	-36.11	116	-42.86	0.0309
2014-04-11	2014-03-31	13F	Bank Of America	COM	060505104	11,817	455	4.00	203	14.69	0.0475
2014-01-17	2013-12-31	13F	Bank Of America	COM	060505104	11,362	11,362		177		0.0437

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.