Bank of America Corporation
MX ˙ BMV ˙ US0605051046
SecurityMX:BAC / Bank of America Corporation
InstitutionPrincipal Financial Group Inc
Latest Disclosed Ownership14,412,163 shares
Latest Disclosed Value $ 702,592,984
Principal Financial Group Inc reports 3.47% increase in ownership of BAC / Bank of America Corporation

On May 4, 2026 - Principal Financial Group Inc filed a 13F-HR form disclosing ownership of 14,412,163 shares of Bank of America Corporation (MX:BAC) valued at $702,592,984 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 13,928,599 shares of Bank of America Corporation. This represents a change in shares of 3.47% 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)
2026-05-04 2026-03-31 13F BANK AMERICA COM 060505104 14,412,163 483,564 3.47 702,593 -8.29 0.3752
2026-02-02 2025-12-31 13F BANK AMERICA COM 060505104 13,928,599 -601,774 -4.14 766,073 2.19 0.3911
2025-11-04 2025-09-30 13F BANK AMERICA COM 060505104 14,530,373 -165,508 -1.13 749,620 7.80 0.3781
2025-08-08 2025-06-30 13F BANK AMERICA COM 060505104 14,695,881 304,362 2.11 695,409 15.79 0.3676
2025-04-28 2025-03-31 13F BANK AMERICA COM 060505104 14,391,519 -416,283 -2.81 600,558 -7.72 0.3370
2025-01-31 2024-12-31 13F BANK AMERICA COM 060505104 14,807,802 -607,828 -3.94 650,803 6.39 0.3548
2024-10-31 2024-09-30 13F BANK AMERICA COM 060505104 15,415,630 569,385 3.84 611,692 3.60 0.3370
2024-07-29 2024-06-30 13F BANK AMERICA COM 060505104 14,846,245 -282,841 -1.87 590,435 2.92 0.3506
2024-04-29 2024-03-31 13F BANK AMERICA COM 060505104 15,129,086 -85,786 -0.56 573,695 11.99 0.3372
2024-02-07 2023-12-31 13F BANK AMERICA COM 060505104 15,214,872 570,126 3.89 512,285 27.76 0.3266
2023-11-02 2023-09-30 13F BANK AMERICA COM 060505104 14,644,746 -6,496 -0.04 400,973 -4.61 0.2881
2023-08-07 2023-06-30 13F BANK AMERICA COM 060505104 14,651,242 -131,706 -0.89 420,344 -0.58 0.2873
2023-05-09 2023-03-31 13F BANK AMERICA COM 060505104 14,782,948 742,302 5.29 422,792 -9.08 0.3022
2023-02-09 2022-12-31 13F BANK AMERICA COM 060505104 14,040,646 621,664 4.63 465,026 14.75 0.3501
2022-11-09 2022-09-30 13F BK OF AMERICA COM 060505104 13,418,982 -188,208 -1.38 405,254 -4.33 0.3221
2022-08-10 2022-06-30 13F BK OF AMERICA COM 060505104 13,607,190 1,342,498 10.95 423,591 -16.21 0.3134
2022-05-09 2022-03-31 13F BK OF AMERICA COM 060505104 12,264,692 701,308 6.06 505,551 -1.72 0.2006
2022-05-09 2022-03-31 13F BK OF AMERICA COM 060505104 12,072,656 497,635
2022-02-09 2021-12-31 13F BK OF AMERICA COM 060505104 11,563,384 -1,244,597 -9.72 514,412 -5.39 0.3071
2021-11-09 2021-09-30 13F BK OF AMERICA COM 060505104 12,807,981 51,294 0.40 543,700 3.37 0.3546
2021-08-10 2021-06-30 13F BK OF AMERICA COM 060505104 12,756,687 -693,222 -5.15 525,958 1.07 0.3398
2021-05-10 2021-03-31 13F BK OF AMERICA COM 060505104 13,449,909 -1,037,089 -7.16 520,377 18.51 0.3672
2021-02-23 2020-12-31 13F/A-1 BK OF AMERICA COM 060505104 14,486,998 2,375,349 19.61 439,101 50.50 0.3252
2021-02-08 2020-12-31 13F BK OF AMERICA COM 060505104 16,941,755 4,830,106 513,504 202,020.3872
2020-11-06 2020-09-30 13F BK OF AMERICA COM 060505104 12,111,649 21,145 0.17 291,770 1.61 0.2455
2020-08-05 2020-06-30 13F BK OF AMERICA COM 060505104 12,090,504 349,711 2.98 287,150 15.20 0.2546
2020-05-12 2020-03-31 13F BK OF AMERICA COM 060505104 11,740,793 -43,590 -0.37 249,257 -39.94 0.2759
2020-02-05 2019-12-31 13F BANK AMER COM 060505104 11,784,383 -1,310,446 -10.01 415,046 8.66 0.3458
2019-11-13 2019-09-30 13F BANK AMER COM 060505104 13,094,829 -797,941 -5.74 381,976 -5.19 0.3368
2019-08-12 2019-06-30 13F BANK AMER COM 060505104 13,892,770 -222,450 -1.58 402,891 3.45 0.3623
2019-05-10 2019-03-31 13F BANK AMER COM 060505104 14,115,220 -317,651 -2.20 389,439 9.51 0.3628
2019-02-14 2018-12-31 13F BANK AMER COM 060505104 14,432,871 -824,993 -5.41 355,626 -20.88 0.3790
2018-11-14 2018-09-30 13F BANK AMER COM 060505104 15,257,864 -57,109 -0.37 449,497 4.12 0.3961
2018-08-13 2018-06-30 13F BANK AMER COM 060505104 15,314,973 -615,388 -3.86 431,729 -9.63 0.3968
2018-05-14 2018-03-31 13F BANK AMER COM 060505104 15,930,361 -2,011,408 -11.21 477,752 -9.80 0.4592
2018-02-12 2017-12-31 13F BANK AMER COM 060505104 17,941,769 -1,024,205 -5.40 529,641 10.20 0.4877
2017-11-02 2017-09-30 13F BANK AMER COM 060505104 18,965,974 -268,906 -1.40 480,598 2.99 0.4661
2017-08-08 2017-06-30 13F BANK AMER COM 060505104 19,234,880 -640,094 -3.22 466,639 -0.47 0.4677
2017-05-11 2017-03-31 13F BANK AMER COM 060505104 19,874,974 74,020 0.37 468,851 7.14 0.5642
2017-02-13 2016-12-31 13F BANK AMER COM 060505104 19,800,954 2,575,014 14.95 437,601 62.32 0.5551
2016-11-10 2016-09-30 13F BANK AMER COM 060505104 17,225,940 773,404 4.70 269,586 23.48 0.3561
2016-08-09 2016-06-30 13F BANK AMER COM 060505104 16,452,536 2,573,458 18.54 218,325 16.35 0.3046
2016-05-10 2016-03-31 13F BANK AMER COM 060505104 13,879,078 -485,551 -3.38 187,645 -22.38 0.2724
2016-02-09 2015-12-31 13F BANK AMER COM 060505104 14,364,629 367,629 2.63 241,757 10.86 0.3592
2015-11-12 2015-09-30 13F/A-1 BANK AMER COM 060505104 13,997,000 638,348 4.78 218,074 -4.09 0.3426
2015-11-09 2015-09-30 13F BANK AMER COM 060505104 13,997,000 218,074
2015-08-10 2015-06-30 13F BANK AMER COM 060505104 13,358,652 68,642 0.52 227,365 11.16 0.3391
2015-05-14 2015-03-31 13F/A-1 BANK AMER COM 060505104 13,290,010 -6,247,894 -31.98 204,534 -41.48 0.3047
2015-05-12 2015-03-31 13F BANK AMER COM 060505104 13,290,010 204,534
2015-02-12 2014-12-31 13F BANK AMER COM 060505104 19,537,904 1,585,567 8.83 349,533 14.19 0.5430
2014-11-13 2014-09-30 13F BANK AMER COM 060505104 17,952,337 6,018,239 50.43 306,088 66.87 0.5193
2014-08-12 2014-06-30 13F BANK OF AMERICA COM 060505104 11,934,098 48,238 0.41 183,428 -10.28 0.3085
2014-05-13 2014-03-31 13F BANK OF AMERICA COM 060505104 11,885,860 75,128 0.64 204,437 11.17 0.3647
2014-02-12 2013-12-31 13F BANK OF AMERICA COM 060505104 11,810,732 -64,617 -0.54 183,893 12.21 0.3432
2013-11-05 2013-09-30 13F BANK OF AMERICA COM 060505104 11,875,349 -236,674 -1.95 163,880 5.21 0.3385
2013-08-12 2013-06-30 13F BANK OF AMERICA COM 060505104 12,112,023 12,112,023 155,761 0.3450
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.