Bank of America Corporation
MX ˙ BMV ˙ US0605051046
SecurityMX:BAC / Bank of America Corporation
InstitutionCFO4Life Group, LLC
Latest Disclosed Ownership13,191 shares
Latest Disclosed Value $ 643,047
CFO4Life Group, LLC reports 12.38% decrease in ownership of BAC / Bank of America Corporation

On May 11, 2026 - CFO4Life Group, LLC filed a 13F-HR form disclosing ownership of 13,191 shares of Bank of America Corporation (MX:BAC) valued at $643,047 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 15,054 shares of Bank of America Corporation. This represents a change in shares of -12.38% 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)
2026-05-11 2026-03-31 13F BANK AMERICA COM 060505104 13,191 -1,863 -12.38 643 -22.25 0.0980
2026-02-06 2025-12-31 13F BANK AMERICA COM 060505104 15,054 -1,371 -8.35 828 -2.36 0.1180
2025-11-07 2025-09-30 13F BANK AMERICA COM 060505104 16,425 384 2.39 847 11.59 0.1232
2025-08-08 2025-06-30 13F BANK AMERICA COM 060505104 16,041 -423 -2.57 759 10.48 0.1187
2025-04-30 2025-03-31 13F BANK AMERICA COM 060505104 16,464 -14,050 -46.04 687 -48.77 0.1156
2025-02-10 2024-12-31 13F BANK AMERICA COM 060505104 30,514 -478 -1.54 1,341 9.11 0.2356
2024-11-12 2024-09-30 13F BANK AMERICA COM 060505104 30,992 15,660 102.14 1,230 101.81 0.2177
2024-07-31 2024-06-30 13F BANK AMERICA COM 060505104 15,332 1,266 9.00 610 14.26 0.1146
2024-05-06 2024-03-31 13F BANK AMERICA COM 060505104 14,066 2,215 18.69 533 33.58 0.0968
2024-02-12 2023-12-31 13F/A-1 BANK AMERICA COM 060505104 11,851 -1,649 -12.21 399 8.13 0.0762
2024-01-24 2023-12-31 13F BANK AMERICA COM 060505104 11,851 -1,649 399 0.0762
2023-10-30 2023-09-30 13F BANK AMERICA COM 060505104 13,500 -70 -0.52 370 -5.14 0.0853
2023-08-07 2023-06-30 13F BANK AMERICA COM 060505104 13,570 2,589 23.58 389 23.89 0.0835
2023-05-03 2023-03-31 13F BANK AMERICA COM 060505104 10,981 2,161 24.50 314 7.53 0.0714
2023-02-03 2022-12-31 13F BANK AMERICA COM 060505104 8,820 1,733 24.45 292 36.45 0.0621
2022-10-19 2022-09-30 13F BK OF AMERICA COM 060505104 7,087 9 0.13 214 -6.14 0.0570
2022-07-20 2022-06-30 13F BK OF AMERICA COM 060505104 7,078 -3,813 -35.01 228 -49.22 0.0566
2022-05-02 2022-03-31 13F BK OF AMERICA COM 060505104 10,891 617 6.01 449 -1.75 0.0942
2022-02-10 2021-12-31 13F BK OF AMERICA COM 060505104 10,274 3,786 58.35 457 66.18 0.0945
2021-10-12 2021-09-30 13F BK OF AMERICA COM 060505104 6,488 6,488 275 0.0640
2020-04-16 2020-03-31 13F BANK AMER COM 060505104 0 -7,224 -100.00 0 -100.00
2020-01-22 2019-12-31 13F BANK AMER COM 060505104 7,224 -413 -5.41 254 13.90 0.1074
2019-11-01 2019-09-30 13F BANK AMER COM 060505104 7,637 12 0.16 223 0.90 0.1000
2019-07-29 2019-06-30 13F BANK AMER COM 060505104 7,625 107 1.42 221 6.76 0.1010
2019-04-22 2019-03-31 13F BANK AMER COM 060505104 7,518 7,518 207 0.0970
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.