Bank of America Corporation
MX ˙ BMV ˙ US0605051046
SecurityMX:BAC / Bank of America Corporation
InstitutionMBM Wealth Consultants, LLC
Latest Disclosed Ownership2,048 shares
Latest Disclosed Value $ 99,840
MBM Wealth Consultants, LLC ownership in BAC / Bank of America Corporation

On April 20, 2026 - MBM Wealth Consultants, LLC filed a 13F-HR form disclosing ownership of 2,048 shares of Bank of America Corporation (MX:BAC) valued at $99,840 USD as of March 31, 2026. The entity filed a previous 13F-HR on July 24, 2023 disclosing 0 shares of Bank of America Corporation.

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 2,048 2,048 100 0.0229
2023-07-24 2023-06-30 13F BANK OF AMERICA COM 060505104 0 -3,006 -100.00 0 0.0000
2023-05-31 2023-03-31 13F BANK OF AMERICA COM 060505104 3,006 0 0.00 0 0.0343
2023-02-15 2022-12-31 13F BANK OF AMERICA COM 060505104 3,006 -1,260 -29.54 0 -100.00 0.0467
2022-10-24 2022-09-30 13F BANK OF AMERICA COM 060505104 4,266 -41,635 -90.71 133 -68.85 0.0641
2022-08-15 2022-06-30 13F BANK OF AMERICA COM 060505104 45,901 42,935 1,447.57 427 250.00 0.2088
2022-05-16 2022-03-31 13F BANK OF AMERICA COM 060505104 2,966 0 0.00 122 -7.58 0.0507
2022-02-15 2021-12-31 13F BANK OF AMERICA COM 060505104 2,966 0 0.00 132 4.76 0.0548
2021-11-16 2021-09-30 13F BANK OF AMERICA COM 060505104 2,966 0 0.00 126 3.28 0.0575
2021-08-13 2021-06-30 13F BANK OF AMERICA COM 060505104 2,966 0 0.00 122 6.09 0.0572
2021-05-10 2021-03-31 13F BANK OF AMERICA COM 060505104 2,966 0 0.00 115 29.21 0.0584
2021-02-09 2020-12-31 13F BANK OF AMERICA COM 060505104 2,966 -98 -3.20 89 20.27 0.0485
2020-11-12 2020-09-30 13F BANK OF AMERICA COM 060505104 3,064 0 0.00 74 1.37 0.0473
2020-08-07 2020-06-30 13F BANK OF AMERICA COM 060505104 3,064 650 26.93 73 43.14 0.0515
2020-05-13 2020-03-31 13F BANK OF AMERICA COM 060505104 2,414 -750 -23.70 51 -54.05 0.0422
2020-02-11 2019-12-31 13F BANK OF AMERICA COM 060505104 3,164 750 31.07 111 58.57 0.0823
2019-10-30 2019-09-30 13F BANK OF AMERICA COM 060505104 2,414 0 0.00 70 -1.41 0.0550
2019-07-30 2019-06-30 13F BANK OF AMERICA COM 060505104 2,414 0 0.00 71 5.97 0.0590
2019-04-25 2019-03-31 13F BANK OF AMERICA COM 060505104 2,414 0 0.00 67 13.56 0.0588
2019-02-13 2018-12-31 13F BANK OF AMERICA COM 060505104 2,414 2,414 59 0.0575
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.