Bank of America Corporation
MX ˙ BMV ˙ US0605051046
SecurityMX:BAC / Bank of America Corporation
InstitutionAvidian Wealth Solutions, LLC
Latest Disclosed Ownership91,780 shares
Latest Disclosed Value $ 4,474,266
Avidian Wealth Solutions, LLC reports 168.30% increase in ownership of BAC / Bank of America Corporation

On May 7, 2026 - Avidian Wealth Solutions, LLC filed a 13F-HR form disclosing ownership of 91,780 shares of Bank of America Corporation (MX:BAC) valued at $4,474,266 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 34,208 shares of Bank of America Corporation. This represents a change in shares of 168.30% 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)
2026-05-07 2026-03-31 13F BANK AMERICA COM 060505104 91,780 57,572 168.30 4,474 137.85 0.1416
2026-02-02 2025-12-31 13F BANK AMERICA COM 060505104 34,208 4,365 14.63 1,881 22.22 0.0685
2025-10-30 2025-09-30 13F BANK AMERICA COM 060505104 29,843 1,460 5.14 1,540 14.59 0.0580
2025-07-30 2025-06-30 13F BANK AMERICA COM 060505104 28,383 -3,358 -10.58 1,343 1.44 0.0546
2025-04-25 2025-03-31 13F BANK AMERICA COM 060505104 31,741 248 0.79 1,325 -4.34 0.0590
2025-01-29 2024-12-31 13F BANK AMERICA COM 060505104 31,493 949 3.11 1,384 14.19 0.0622
2024-10-30 2024-09-30 13F BANK AMERICA COM 060505104 30,544 924 3.12 1,212 2.89 0.0550
2024-08-06 2024-06-30 13F BANK AMERICA COM 060505104 29,620 3,756 14.52 1,178 20.20 0.0489
2024-05-03 2024-03-31 13F BANK AMERICA COM 060505104 25,864 5,106 24.60 981 40.40 0.0476
2024-02-06 2023-12-31 13F BANK AMERICA COM 060505104 20,758 -120 -0.57 699 22.24 0.0430
2023-10-13 2023-09-30 13F BANK AMERICA COM 060505104 20,878 -5,101 -19.64 572 -23.36 0.0403
2023-08-03 2023-06-30 13F BANK AMERICA COM 060505104 25,979 2,753 11.85 745 12.20 0.0488
2023-05-08 2023-03-31 13F BANK AMERICA COM 060505104 23,226 1,131 5.12 664 -9.17 0.0364
2023-02-06 2022-12-31 13F BANK AMERICA COM 060505104 22,095 377 1.74 732 11.43 0.0477
2022-11-03 2022-09-30 13F BK OF AMERICA COM 060505104 21,718 2,958 15.77 656 12.33 0.0474
2022-07-29 2022-06-30 13F BK OF AMERICA COM 060505104 18,760 -67 -0.36 584 -24.74 0.0413
2022-05-10 2022-03-31 13F BK OF AMERICA COM 060505104 18,827 252 1.36 776 -6.05 0.0475
2022-02-14 2021-12-31 13F BK OF AMERICA COM 060505104 18,575 2,083 12.63 826 18.00 0.0514
2021-11-10 2021-09-30 13F BK OF AMERICA COM 060505104 16,492 723 4.58 700 7.69 0.0533
2021-08-09 2021-06-30 13F BK OF AMERICA COM 060505104 15,769 1,542 10.84 650 18.18 0.0499
2021-05-05 2021-03-31 13F BK OF AMERICA COM 060505104 14,227 -558 -3.77 550 22.77 0.0469
2021-02-09 2020-12-31 13F BK OF AMERICA COM 060505104 14,785 2,644 21.78 448 53.42 0.0425
2021-02-03 2020-09-30 13F/A-1 BK OF AMERICA COM 060505104 12,141 12,141 292 0.0331
2020-11-06 2020-09-30 13F BK OF AMERICA COM 060505104 12,141 12,141 292 67,634.2377
2020-08-10 2020-06-30 13F BK OF AMERICA COM 060505104 0 -11,036 -100.00 0 -100.00
2020-04-22 2020-03-31 13F BK OF AMERICA COM 060505104 11,036 -1,617 -12.78 234 -47.53 0.0375
2020-02-13 2019-12-31 13F BANK AMER COM 060505104 12,653 1,509 13.54 446 37.23 0.0634
2019-11-14 2019-09-30 13F BANK AMER COM 060505104 11,144 636 6.05 325 6.56 0.0535
2019-08-14 2019-06-30 13F BANK AMER COM 060505104 10,508 2,669 34.05 305 41.20 0.0721
2019-05-15 2019-03-31 13F BANK AMER COM 060505104 7,839 -1,242 -13.68 216 -3.57 0.0480
2019-02-14 2018-12-31 13F BANK AMER COM 060505104 9,081 9,081 224 0.0782
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.