Bank of America Corporation
MX ˙ BMV ˙ US0605051046
SecurityMX:BAC / Bank of America Corporation
InstitutionRMR Wealth Builders
Latest Disclosed Ownership15,773 shares
Latest Disclosed Value $ 768,931
RMR Wealth Builders reports 10.09% decrease in ownership of BAC / Bank of America Corporation

On April 22, 2026 - RMR Wealth Builders filed a 13F-HR form disclosing ownership of 15,773 shares of Bank of America Corporation (MX:BAC) valued at $768,931 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 17,543 shares of Bank of America Corporation. This represents a change in shares of -10.09% 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)
2026-04-22 2026-03-31 13F BANK AMERICA COM 060505104 15,773 -1,770 -10.09 769 -20.33 0.0605
2026-01-29 2025-12-31 13F BANK AMERICA COM 060505104 17,543 810 4.84 965 11.70 0.0772
2025-11-05 2025-09-30 13F BANK AMERICA COM 060505104 16,733 -4,433 -20.94 863 -13.79 0.0722
2025-07-08 2025-06-30 13F BANK AMERICA COM 060505104 21,166 -1,266 -5.64 1,002 6.94 0.0910
2025-04-16 2025-03-31 13F BANK AMERICA COM 060505104 22,432 -2,247 -9.10 936 -13.65 0.0985
2025-01-14 2024-12-31 13F/A-1 BANK AMERICA COM 060505104 24,679 -30,751 -55.48 1,085 -50.70 0.1121
2025-01-10 2024-12-31 13F BANK AMERICA COM 060505104 24,679 -30,751 1,085 0.1128
2024-10-21 2024-09-30 13F BANK AMERICA COM 060505104 55,430 -576 -1.03 2,199 -1.26 0.2331
2024-07-23 2024-06-30 13F BANK AMERICA COM 060505104 56,006 2,712 5.09 2,227 9.70 0.2556
2024-04-15 2024-03-31 13F BANK AMERICA COM 060505104 53,294 15,361 40.50 2,031 58.97 0.2456
2024-02-06 2023-12-31 13F BANK AMERICA COM 060505104 37,933 7,422 24.33 1,277 52.93 0.1794
2023-10-23 2023-09-30 13F BANK AMERICA COM 060505104 30,511 15,273 100.23 835 91.08 0.1334
2023-07-21 2023-06-30 13F BANK AMERICA COM 060505104 15,238 -26 -0.17 437 0.23 0.0744
2023-04-11 2023-03-31 13F BANK AMERICA COM 060505104 15,264 -1,351 -8.13 437 -20.73 0.0830
2023-02-15 2022-12-31 13F/A-1 BANK AMERICA COM 060505104 16,615 1,285 8.38 550 18.79 0.1248
2023-02-02 2022-12-31 13F BANK AMERICA COM 060505104 16,615 1,285 1 0.1482
2022-11-08 2022-09-30 13F BK OF AMERICA COM 060505104 15,330 235 1.56 463 -1.49 0.1133
2022-08-02 2022-06-30 13F BK OF AMERICA COM 060505104 15,095 -1,667 -9.95 470 -31.98 0.1171
2022-05-13 2022-03-31 13F BK OF AMERICA COM 060505104 16,762 6,738 67.22 691 54.93 0.1482
2022-02-02 2021-12-31 13F BK OF AMERICA COM 060505104 10,024 -3,326 -24.91 446 -21.34 0.1281
2021-10-18 2021-09-30 13F BK OF AMERICA COM 060505104 13,350 1,522 12.87 567 16.19 0.1665
2021-08-16 2021-06-30 13F BK OF AMERICA CORP COM Common Stock 060505104 11,828 -5,589 -32.09 488 -27.60 0.1600
2021-05-13 2021-03-31 13F BK OF AMERICA COM 060505104 17,417 6,958 66.53 674 112.62 0.1751
2021-02-26 2020-12-31 13F/A-1 BK OF AMERICA COM 060505104 10,459 -7,040 -40.23 317 -24.88 0.1557
2021-02-09 2020-12-31 13F BK OF AMERICA COM 060505104 6,395 -11,104 317 173,530.3295
2020-11-13 2020-09-30 13F BK OF AMERICA COM 060505104 17,499 10,906 165.42 422 168.79 0.1096
2020-08-19 2020-06-30 13F BK OF AMERICA COM 060505104 6,593 -1,067 -13.93 157 -41.85 0.1400
2020-03-03 2019-12-31 13F BANK OF AMERICA COM 060505104 7,660 7,660 270 0.2601
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.