Bank of America Corporation
MX ˙ BMV ˙ US0605051046
SecurityMX:BAC / Bank of America Corporation
InstitutionCrewe Advisors LLC
Latest Disclosed Ownership19,954 shares
Latest Disclosed Value $ 972,758
Crewe Advisors LLC reports 1.51% increase in ownership of BAC / Bank of America Corporation

On May 7, 2026 - Crewe Advisors LLC filed a 13F-HR form disclosing ownership of 19,954 shares of Bank of America Corporation (MX:BAC) valued at $972,758 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 16, 2026 disclosing 19,657 shares of Bank of America Corporation. This represents a change in shares of 1.51% 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)
2026-05-07 2026-03-31 13F BANK AMERICA COM 060505104 19,954 297 1.51 973 -10.08 0.0830
2026-01-16 2025-12-31 13F BANK AMERICA COM 060505104 19,657 149 0.76 1,081 7.46 0.0958
2025-11-13 2025-09-30 13F BANK AMERICA COM 060505104 19,508 19,508 1,006 0.0960
2024-11-12 2024-09-30 13F BANK AMERICA COM 060505104 0 -11,308 -100.00 0 -100.00
2024-07-29 2024-06-30 13F BANK AMERICA COM 060505104 11,308 1,070 10.45 450 15.72 0.0504
2024-05-14 2024-03-31 13F BANK AMERICA COM 060505104 10,238 10,238 388 0.0452
2024-02-09 2023-12-31 13F BANK AMERICA COM 060505104 0 -4,524 -100.00 0 -100.00
2023-11-09 2023-09-30 13F BANK AMERICA COM 060505104 4,524 2,201 94.75 124 86.36 0.0214
2023-07-28 2023-06-30 13F BANK AMERICA COM 060505104 2,323 -3,953 -62.99 67 -63.13 0.0094
2023-05-12 2023-03-31 13F BANK AMERICA COM 060505104 6,276 -442 -6.58 179 -19.37 0.0262
2023-02-08 2022-12-31 13F BANK AMERICA COM 060505104 6,718 320 5.00 222 15.03 0.0353
2022-11-14 2022-09-30 13F BK OF AMERICA COM 060505104 6,398 1,440 29.04 193 25.32 0.0349
2022-08-02 2022-06-30 13F BK OF AMERICA COM 060505104 4,958 4,064 454.59 154 316.22 0.0340
2022-04-27 2022-03-31 13F BK OF AMERICA COM 060505104 894 0 0.00 37 -7.50 0.0072
2022-02-10 2021-12-31 13F BK OF AMERICA COM 060505104 894 594 198.00 40 207.69 0.0081
2021-10-29 2021-09-30 13F BK OF AMERICA COM 060505104 300 -136 -31.19 13 -27.78 0.0031
2021-08-11 2021-06-30 13F BK OF AMERICA COM 060505104 436 -442 -50.34 18 -47.06 0.0045
2021-04-21 2021-03-31 13F BK OF AMERICA COM 060505104 878 0 0.00 34 25.93 0.0084
2021-01-27 2020-12-31 13F BK OF AMERICA COM 060505104 878 -512 -36.83 27 -18.18 0.0108
2020-10-13 2020-09-30 13F BK OF AMERICA COM 060505104 1,390 1,090 363.33 33 371.43 0.0155
2020-07-24 2020-06-30 13F BK OF AMERICA COM 060505104 300 0 0.00 7 16.67 0.0034
2020-05-07 2020-03-31 13F BK OF AMERICA COM 060505104 300 0 0.00 6 -45.45 0.0036
2020-02-05 2019-12-31 13F BANK AMER COM 060505104 300 0 0.00 11 22.22 0.0048
2019-11-05 2019-09-30 13F BANK AMER COM 060505104 300 -69 -18.70 9 -18.18 0.0041
2019-08-09 2019-06-30 13F BANK AMER COM 060505104 369 0 0.00 11 10.00 0.0036
2019-05-10 2019-03-31 13F BANK AMER COM 060505104 369 69 23.00 10 42.86 0.0031
2019-02-05 2018-12-31 13F BANK AMER COM 060505104 300 0 0.00 7 -22.22 0.0022
2018-11-13 2018-09-30 13F BANK AMER COM 060505104 300 300 9 0.0076
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.