Bank of America Corporation
MX ˙ BMV ˙ US0605051046
SecurityMX:BAC / Bank of America Corporation
InstitutionInvestors Research Corp
Latest Disclosed Ownership12,577 shares
Latest Disclosed Value $ 613,129
Investors Research Corp reports 3.90% decrease in ownership of BAC / Bank of America Corporation

On April 3, 2026 - Investors Research Corp filed a 13F-HR form disclosing ownership of 12,577 shares of Bank of America Corporation (MX:BAC) valued at $613,129 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 6, 2026 disclosing 13,088 shares of Bank of America Corporation. This represents a change in shares of -3.90% 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)
2026-04-03 2026-03-31 13F BANK AMERICA COM 060505104 12,577 -511 -3.90 613 -14.74 0.1131
2026-01-06 2025-12-31 13F BANK AMERICA COM 060505104 13,088 -500 -3.68 720 2.57 0.1318
2025-10-02 2025-09-30 13F BANK AMERICA COM 060505104 13,588 -4,669 -25.57 701 -18.77 0.1297
2025-07-07 2025-06-30 13F BANK AMERICA COM 060505104 18,257 0 0.00 864 13.40 0.1694
2025-04-08 2025-03-31 13F BANK AMERICA COM 060505104 18,257 -130 -0.71 762 -5.82 0.1650
2025-02-07 2024-12-31 13F BANK AMERICA COM 060505104 18,387 0 0.00 808 10.84 0.1775
2024-11-12 2024-09-30 13F BANK AMERICA COM 060505104 18,387 508 2.84 730 2.53 0.1594
2024-07-31 2024-06-30 13F BANK AMERICA COM 060505104 17,879 0 0.00 711 5.02 0.1661
2024-05-06 2024-03-31 13F BANK AMERICA COM 060505104 17,879 -1,200 -6.29 678 5.45 0.1585
2024-01-30 2023-12-31 13F BANK AMERICA COM 060505104 19,079 -208 -1.08 642 21.59 0.1551
2023-11-01 2023-09-30 13F BANK AMERICA COM 060505104 19,287 -356 -1.81 528 -6.22 0.1379
2023-08-14 2023-06-30 13F BANK AMERICA COM 060505104 19,643 -100 -0.51 564 -0.18 0.1422
2023-05-11 2023-03-31 13F BANK AMERICA COM 060505104 19,743 -53 -0.27 565 -13.89 0.1467
2023-02-06 2022-12-31 13F BANK AMERICA COM 060505104 19,796 640 3.34 656 13.13 0.1774
2022-11-10 2022-09-30 13F BK OF AMERICA COM 060505104 19,156 0 0.00 579 -2.85 0.1773
2022-07-21 2022-06-30 13F BK OF AMERICA COM 060505104 19,156 1,022 5.64 596 -20.21 0.1792
2022-04-13 2022-03-31 13F BK OF AMERICA COM 060505104 18,134 -489 -2.63 747 -9.89 0.2110
2022-01-27 2021-12-31 13F BK OF AMERICA COM 060505104 18,623 -366 -1.93 829 2.85 0.2510
2021-10-27 2021-09-30 13F BK OF AMERICA COM 060505104 18,989 -950 -4.76 806 -1.95 0.2721
2021-07-29 2021-06-30 13F BK OF AMERICA COM 060505104 19,939 -240 -1.19 822 5.25 0.2844
2021-04-28 2021-03-31 13F BK OF AMERICA COM 060505104 20,179 0 0.00 781 27.61 0.2942
2021-01-21 2020-12-31 13F BK OF AMERICA COM 060505104 20,179 0 0.00 612 25.93 0.2408
2020-10-20 2020-09-30 13F BK OF AMERICA COM 060505104 20,179 0 0.00 486 1.46 0.2359
2020-07-21 2020-06-30 13F BK OF AMERICA COM 060505104 20,179 -500 -2.42 479 9.11 0.2404
2020-05-05 2020-03-31 13F BK OF AMERICA COM 060505104 20,679 -570 -2.68 439 -41.31 0.2739
2020-02-11 2019-12-31 13F BANK AMER COM 060505104 21,249 -300 -1.39 748 18.92 0.3450
2019-10-22 2019-09-30 13F BANK AMER COM 060505104 21,549 0 0.00 629 0.64 0.3190
2019-07-08 2019-06-30 13F BANK AMER COM 060505104 21,549 -700 -3.15 625 1.79 0.3264
2019-04-23 2019-03-31 13F BANK AMER COM 060505104 22,249 0 0.00 614 12.04 0.3274
2019-02-04 2018-12-31 13F BANK AMER COM 060505104 22,249 0 0.00 548 -16.34 0.3827
2018-11-14 2018-09-30 13F BANK AMER COM 060505104 22,249 0 0.00 655 4.47 0.3745
2018-08-10 2018-06-30 13F BANK AMER COM 060505104 22,249 0 0.00 627 -6.00 0.3637
2018-05-09 2018-03-31 13F BANK AMER COM 060505104 22,249 0 0.00 667 1.52 0.4056
2018-02-13 2017-12-31 13F BANK AMER COM 060505104 22,249 22,249 657 0.4064
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.