Bank of America Corporation
MX ˙ BMV ˙ US0605051046
SecurityMX:BAC / Bank of America Corporation
InstitutionEverSource Wealth Advisors, LLC
Latest Disclosed Ownership46,883 shares
Latest Disclosed Value $ 2,285,489
EverSource Wealth Advisors, LLC reports 7.75% increase in ownership of BAC / Bank of America Corporation

On May 15, 2026 - EverSource Wealth Advisors, LLC filed a 13F-HR/A form disclosing ownership of 46,883 shares of Bank of America Corporation (MX:BAC) valued at $2,285,489 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 43,512 shares of Bank of America Corporation. This represents a change in shares of 7.75% 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)
2026-05-15 2026-03-31 13F/A-1 BANK OF AMER CORP COM Stock 060505104 46,883 3,371 7.75 2,285 -4.51 0.0106
2026-05-14 2026-03-31 13F BANK OF AMER CORP COM Stock 060505104 12,317 -31,195 421 0.0023
2026-02-06 2025-12-31 13F BANK AMERICA CORP COM Stock 060505104 43,512 1,352 3.21 2,393 10.02 0.0880
2025-11-10 2025-09-30 13F BANK AMERICA CORP COM Stock 060505104 42,160 -1,042 -2.41 2,175 6.41 0.0860
2025-08-13 2025-06-30 13F BANK AMERICA CORP COM Stock 060505104 43,202 7,143 19.81 2,044 35.90 0.0923
2025-05-13 2025-03-31 13F BANK AMERICA CORP COM Stock 060505104 36,059 -14,479 -28.65 1,505 -32.28 0.0826
2025-02-10 2024-12-31 13F BANK AMERICA CORP COM Stock 060505104 50,538 247 0.49 2,221 11.33 0.1249
2024-11-08 2024-09-30 13F BANK AMERICA CORP COM Stock 060505104 50,291 1,573 3.23 1,996 1.63 0.1264
2024-08-13 2024-06-30 13F BANK AMERICA CORP COM Stock 060505104 48,718 -20,953 -30.07 1,964 -23.86 0.1304
2024-06-11 2024-03-31 13F/A-1 BANK AMERICA CORP COM Stock 060505104 69,671 4,954 7.65 2,579 18.31 0.2027
2024-05-13 2024-03-31 13F BANK AMERICA CORP COM Stock 060505104 64,717 0 2,179 0.0771
2024-02-09 2023-12-31 13F BANK AMERICA CORP COM Stock 060505104 64,717 -3,577 -5.24 2,179 16.59 0.1996
2023-11-03 2023-09-30 13F BANK AMERICA CORP COM Stock 060505104 68,294 24,110 54.57 1,870 47.51 0.1983
2023-08-04 2023-06-30 13F BANK AMERICA CORP COM Stock 060505104 44,184 20,517 86.69 1,268 87.43 0.1397
2023-05-11 2023-03-31 13F BANK AMERICA CORP COM Stock 060505104 23,667 1,306 5.84 677 -8.65 0.0843
2023-02-09 2022-12-31 13F BANK AMERICA CORP COM Stock 060505104 22,361 5,339 31.37 741 43.69 0.1121
2022-11-07 2022-09-30 13F BK OF AMERICA CORP COM Stock 060505104 17,022 -360 -2.07 515 -4.63 0.1179
2022-08-01 2022-06-30 13F BK OF AMERICA CORP COM Stock 060505104 17,382 2,603 17.61 540 -11.48 0.1392
2022-05-25 2022-03-31 13F BK OF AMERICA CORP COM Stock 060505104 14,779 362 2.51 610 -4.84 0.1547
2022-02-17 2021-12-31 13F/A-1 BK OF AMERICA CORP COM Stock 060505104 14,417 14,417 641 0.1795
2022-02-07 2021-12-31 13F BK OF AMERICA CORP COM Stock 060505104 14,417 14,417 641 0.1796
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.