Bank of America Corporation
MX ˙ BMV ˙ US0605051046
SecurityMX:BAC / Bank of America Corporation
InstitutionLVW Advisors, LLC
Latest Disclosed Ownership47,068 shares
Latest Disclosed Value $ 2,294,573
LVW Advisors, LLC reports 55.12% increase in ownership of BAC / Bank of America Corporation

On April 20, 2026 - LVW Advisors, LLC filed a 13F-HR form disclosing ownership of 47,068 shares of Bank of America Corporation (MX:BAC) valued at $2,294,573 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 30,343 shares of Bank of America Corporation. This represents a change in shares of 55.12% 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)
2026-04-20 2026-03-31 13F BANK AMERICA COM 060505104 47,068 16,725 55.12 2,295 37.53 0.2186
2026-01-14 2025-12-31 13F BANK AMERICA COM 060505104 30,343 4,566 17.71 1,669 25.51 0.1692
2025-10-20 2025-09-30 13F BANK AMERICA COM 060505104 25,777 1,307 5.34 1,330 14.87 0.1358
2025-07-17 2025-06-30 13F BANK AMERICA COM 060505104 24,470 -4,659 -15.99 1,158 -4.77 0.1263
2025-04-09 2025-03-31 13F BANK AMERICA COM 060505104 29,129 -2,455 -7.77 1,216 -12.46 0.1453
2025-01-16 2024-12-31 13F BANK AMERICA COM 060505104 31,584 -6,266 -16.55 1,388 -7.53 0.1671
2024-10-09 2024-09-30 13F BANK AMERICA COM 060505104 37,850 -7,180 -15.94 1,502 -16.15 0.1912
2024-07-15 2024-06-30 13F BANK AMERICA COM 060505104 45,030 2,727 6.45 1,791 11.60 0.2618
2024-04-18 2024-03-31 13F BANK AMERICA COM 060505104 42,303 7,034 19.94 1,604 35.13 0.2715
2024-01-16 2023-12-31 13F BANK AMERICA COM 060505104 35,269 17,221 95.42 1,188 140.28 0.2225
2023-10-11 2023-09-30 13F BANK AMERICA COM 060505104 18,048 18,048 494 0.1020
2023-07-14 2023-06-30 13F BANK AMERICA COM 060505104 0 -26,267 -100.00 0 -100.00
2023-05-03 2023-03-31 13F BANK AMERICA COM 060505104 26,267 -797 -2.94 751 -16.18 0.1469
2023-01-19 2022-12-31 13F BANK AMERICA COM 060505104 27,064 563 2.12 896 12.00 0.1823
2022-10-14 2022-09-30 13F BK OF AMERICA COM 060505104 26,501 1,395 5.56 800 2.30 0.1788
2022-07-22 2022-06-30 13F BK OF AMERICA COM 060505104 25,106 0 0.00 782 -24.44 0.1590
2022-05-02 2022-03-31 13F BK OF AMERICA COM 060505104 25,106 240 0.97 1,035 -6.42 0.1750
2022-01-26 2021-12-31 13F BK OF AMERICA COM 060505104 24,866 2,528 11.32 1,106 16.67 0.1884
2021-11-02 2021-09-30 13F BK OF AMERICA COM 060505104 22,338 11,200 100.56 948 106.54 0.1633
2021-07-15 2021-06-30 13F BK OF AMERICA COM 060505104 11,138 -1,678 -13.09 459 -7.46 0.0815
2021-04-19 2021-03-31 13F BK OF AMERICA COM 060505104 12,816 -802 -5.89 496 20.10 0.0953
2021-02-04 2020-12-31 13F BK OF AMERICA COM 060505104 13,618 0 0.00 413 25.91 0.0828
2020-10-29 2020-09-30 13F BK OF AMERICA COM 060505104 13,618 -295 -2.12 328 -0.61 0.0723
2020-08-11 2020-06-30 13F BK OF AMERICA COM 060505104 13,913 -2,839 -16.95 330 -7.30 0.0796
2020-04-23 2020-03-31 13F BK OF AMERICA COM 060505104 16,752 8,726 108.72 356 25.80 0.0948
2020-02-10 2019-12-31 13F BANK AMER COM 060505104 8,026 -350 -4.18 283 15.98 0.0641
2019-10-22 2019-09-30 13F BANK AMER COM 060505104 8,376 -2,016 -19.40 244 -18.94 0.0605
2019-08-14 2019-06-30 13F BANK AMER COM 060505104 10,392 475 4.79 301 9.85 0.0832
2019-05-03 2019-03-31 13F BANK AMER COM 060505104 9,917 -1,428 -12.59 274 -2.14 0.0730
2019-02-05 2018-12-31 13F BANK AMER COM 060505104 11,345 398 3.64 280 -13.04 0.0945
2018-11-02 2018-09-30 13F BANK AMER COM 060505104 10,947 0 0.00 322 4.21 0.0904
2018-07-31 2018-06-30 13F BANK AMER COM 060505104 10,947 0 0.00 309 -5.79 0.0979
2018-04-20 2018-03-31 13F BANK AMER COM 060505104 10,947 801 7.89 328 9.33 0.1018
2018-02-12 2017-12-31 13F BANK AMER COM 060505104 10,146 -153 -1.49 300 14.94 0.0876
2017-11-09 2017-09-30 13F BANK AMER COM 060505104 10,299 -613 -5.62 261 -1.51 0.1036
2017-08-10 2017-06-30 13F BANK AMER COM 060505104 10,912 -93 -0.85 265 1.92 0.0932
2017-05-11 2017-03-31 13F BANK AMER COM 060505104 11,005 11,005 260 0.0932
2016-08-11 2016-06-30 13F BANK AMER COM 060505104 0 -12,572 -100.00 0 -100.00
2016-05-11 2016-03-31 13F BANK AMER COM 060505104 12,572 -85 -0.67 170 -20.19 0.0543
2016-02-16 2015-12-31 13F BANK AMER COM 060505104 12,657 -38 -0.30 213 7.58 0.0834
2016-02-16 2015-09-30 13F/A-1 BANK AMER COM 060505104 12,695 12,695 198 0.0913
2015-11-13 2015-09-30 13F BANK AMER COM 060505104 12,695 198
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.