Bank of America Corporation
MX ˙ BMV ˙ US0605051046
SecurityMX:BAC / Bank of America Corporation
InstitutionPrivate Wealth Advisors, LLC
Latest Disclosed Ownership15,758 shares
Latest Disclosed Value $ 768,210
Private Wealth Advisors, LLC reports 0.13% increase in ownership of BAC / Bank of America Corporation

On May 13, 2026 - Private Wealth Advisors, LLC filed a 13F-HR form disclosing ownership of 15,758 shares of Bank of America Corporation (MX:BAC) valued at $768,210 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 15,738 shares of Bank of America Corporation. This represents a change in shares of 0.13% 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)
2026-05-13 2026-03-31 13F BANK AMERICA COM 060505104 15,758 20 0.13 768 -11.21 0.2160
2026-02-06 2025-12-31 13F BANK AMERICA COM 060505104 15,738 17 0.11 866 6.66 0.2766
2025-12-01 2025-09-30 13F BANK AMERICA COM 060505104 15,721 -72 -0.46 811 8.57 0.2728
2025-08-14 2025-06-30 13F BANK AMERICA COM 060505104 15,793 18 0.11 747 13.53 0.2743
2025-05-12 2025-03-31 13F BANK AMERICA COM 060505104 15,775 22 0.14 658 -4.91 0.2380
2025-02-05 2024-12-31 13F BANK AMERICA COM 060505104 15,753 20 0.13 692 12.16 0.2715
2024-11-05 2024-09-30 13F BANK AMERICA COM 060505104 15,733 -202 -1.27 617 -3.14 0.2364
2024-07-23 2024-06-30 13F BANK AMERICA COM 060505104 15,935 44 0.28 638 5.81 0.2455
2024-05-08 2024-03-31 13F BANK AMERICA COM 060505104 15,891 25 0.16 603 12.73 0.2453
2024-01-23 2023-12-31 13F BANK AMERICA COM 060505104 15,866 0 0.00 534 23.04 0.2083
2023-10-19 2023-09-30 13F BANK AMERICA COM 060505104 15,866 0 0.00 434 -4.62 0.1838
2023-07-20 2023-06-30 13F BANK AMERICA COM 060505104 15,866 -45 -0.28 455 0.00 0.1860
2023-04-25 2023-03-31 13F BANK AMERICA COM 060505104 15,911 9,036 131.43 455 100.44 0.1914
2023-02-13 2022-12-31 13F BANK AMERICA COM 060505104 6,875 -99 -1.42 228 7.58 0.0766
2022-11-14 2022-09-30 13F BK OF AMERICA COM 060505104 6,974 6 0.09 211 -15.60 0.0982
2022-08-15 2022-06-30 13F BK OF AMERICA COM 060505104 6,968 23 0.33 250 -12.59 0.0923
2022-05-17 2022-03-31 13F BK OF AMERICA COM 060505104 6,945 17 0.25 286 -7.14 0.0912
2022-02-11 2021-12-31 13F BK OF AMERICA COM 060505104 6,928 -91 -1.30 308 -4.05 0.0659
2021-12-03 2021-09-30 13F BK OF AMERICA COM 060505104 7,019 17 0.24 321 11.07 0.0768
2021-07-29 2021-06-30 13F BK OF AMERICA COM 060505104 7,002 -1,436 -17.02 289 -11.35 0.0886
2021-05-17 2021-03-31 13F BK OF AMERICA COM 060505104 8,438 -1,377 -14.03 326 -0.61 0.1105
2021-02-11 2020-12-31 13F BK OF AMERICA COM 060505104 9,815 38 0.39 328 38.98 0.1133
2020-11-16 2020-09-30 13F BK OF AMERICA COM 060505104 9,777 57 0.59 236 2.16 0.1222
2020-08-13 2020-06-30 13F BK OF AMERICA COM 060505104 9,720 -469 -4.60 231 6.94 0.1609
2020-05-14 2020-03-31 13F BK OF AMERICA COM 060505104 10,189 -1,795 -14.98 216 -48.82 0.1770
2020-02-12 2019-12-31 13F/A-1 BANK AMER COM 060505104 11,984 -1,003 -7.72 422 11.35 0.2427
2020-01-31 2019-12-31 13F BANK AMER COM 060505104 11,815 -1,172 291 235,033.7609
2019-11-22 2019-09-30 13F BANK AMER COM 060505104 12,987 675 5.48 379 11.47 0.2469
2019-11-22 2019-06-30 13F BANK AMER COM 060505104 12,312 0 0.00 340 0.00 0.2315
2019-11-22 2019-03-31 13F BANK AMER COM 060505104 12,312 497 4.21 340 16.84 0.2315
2020-02-03 2018-12-31 13F BANK AMER COM 060505104 11,815 11,815 291 0.2350
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.