Bank of America Corporation
MX ˙ BMV ˙ US0605051046
SecurityMX:BAC / Bank of America Corporation
InstitutionHHM Wealth Advisors, LLC
Latest Disclosed Ownership17,172 shares
Latest Disclosed Value $ 837,116
HHM Wealth Advisors, LLC reports 11.10% increase in ownership of BAC / Bank of America Corporation

On April 17, 2026 - HHM Wealth Advisors, LLC filed a 13F-HR form disclosing ownership of 17,172 shares of Bank of America Corporation (MX:BAC) valued at $837,116 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 22, 2026 disclosing 15,456 shares of Bank of America Corporation. This represents a change in shares of 11.10% 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)
2026-04-17 2026-03-31 13F BANK AMERICA COM 060505104 17,172 1,716 11.10 837 -1.53 0.0577
2026-01-22 2025-12-31 13F BANK AMERICA COM 060505104 15,456 -1,680 -9.80 850 -3.85 0.1001
2025-10-29 2025-09-30 13F BANK AMERICA COM 060505104 17,136 236 1.40 884 10.64 0.1023
2025-08-11 2025-06-30 13F BANK AMERICA COM 060505104 16,900 -813 -4.59 800 8.12 0.0951
2025-05-08 2025-03-31 13F BANK AMERICA COM 060505104 17,713 843 5.00 739 -0.27 0.0995
2025-01-24 2024-12-31 13F BANK AMERICA COM 060505104 16,870 700 4.33 741 15.60 0.1008
2024-11-12 2024-09-30 13F BANK AMERICA COM 060505104 16,170 -144 -0.88 642 -1.08 0.0910
2024-08-07 2024-06-30 13F BANK AMERICA COM 060505104 16,314 284 1.77 649 6.75 0.0976
2024-05-14 2024-03-31 13F BANK AMERICA COM 060505104 16,030 38 0.24 608 12.83 0.1001
2024-02-05 2023-12-31 13F BANK AMERICA COM 060505104 15,992 -83 -0.52 538 22.27 0.0937
2023-11-03 2023-09-30 13F BANK AMERICA COM 060505104 16,075 83 0.52 440 -3.93 0.0860
2023-08-14 2023-06-30 13F BANK AMERICA COM 060505104 15,992 215 1.36 459 1.55 0.0860
2023-05-02 2023-03-31 13F BANK AMERICA COM 060505104 15,777 240 1.54 451 -12.26 0.0921
2023-01-19 2022-12-31 13F BANK AMERICA COM 060505104 15,537 -717 -4.41 515 4.68 0.1176
2022-11-04 2022-09-30 13F BK OF AMERICA COM 060505104 16,254 -50 -0.31 491 -3.35 0.1291
2022-08-08 2022-06-30 13F BK OF AMERICA COM 060505104 16,304 747 4.80 508 -20.75 0.1302
2022-04-27 2022-03-31 13F BK OF AMERICA COM 060505104 15,557 -440 -2.75 641 -9.97 0.1498
2022-02-03 2021-12-31 13F BK OF AMERICA COM 060505104 15,997 -54 -0.34 712 4.55 0.1718
2021-11-02 2021-09-30 13F BK OF AMERICA COM 060505104 16,051 0 0.00 681 2.87 0.1851
2021-07-27 2021-06-30 13F BK OF AMERICA COM 060505104 16,051 -237 -1.46 662 5.08 0.1800
2021-04-23 2021-03-31 13F BK OF AMERICA COM 060505104 16,288 -476 -2.84 630 24.02 0.1949
2021-01-28 2020-12-31 13F BK OF AMERICA COM 060505104 16,764 0 0.00 508 25.74 0.1745
2020-11-12 2020-09-30 13F BK OF AMERICA COM 060505104 16,764 800 5.01 404 6.60 0.1615
2020-08-13 2020-06-30 13F BK OF AMERICA COM 060505104 15,964 258 1.64 379 13.81 0.1583
2020-05-12 2020-03-31 13F BK OF AMERICA COM 060505104 15,706 8,603 121.12 333 33.20 0.1626
2020-02-12 2019-12-31 13F BANK AMER COM 060505104 7,103 7,103 250 0.1202
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.