Bank of America Corporation
MX ˙ BMV ˙ US0605051046
SecurityMX:BAC / Bank of America Corporation
InstitutionStony Point Wealth Management Inc.
Latest Disclosed Ownership23,330 shares
Latest Disclosed Value $ 1,137,331
Stony Point Wealth Management Inc. reports 3.75% decrease in ownership of BAC / Bank of America Corporation

On May 1, 2026 - Stony Point Wealth Management Inc. filed a 13F-HR form disclosing ownership of 23,330 shares of Bank of America Corporation (MX:BAC) valued at $1,137,331 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 24,239 shares of Bank of America Corporation. This represents a change in shares of -3.75% 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)
2026-05-01 2026-03-31 13F BANK AMERICA COM 060505104 23,330 -909 -3.75 1,137 -14.70 0.4519
2026-02-17 2025-12-31 13F BANK AMERICA COM 060505104 24,239 98 0.41 1,333 7.07 0.4988
2025-10-10 2025-09-30 13F BANK AMERICA COM 060505104 24,141 -328 -1.34 1,245 7.61 0.5032
2025-07-09 2025-06-30 13F BANK AMERICA COM 060505104 24,469 -2,264 -8.47 1,158 3.77 0.4921
2025-04-11 2025-03-31 13F BANK AMERICA COM 060505104 26,733 -660 -2.41 1,116 -7.32 0.4748
2025-01-21 2024-12-31 13F BANK AMERICA COM 060505104 27,393 151 0.55 1,204 11.39 0.4771
2024-10-04 2024-09-30 13F BANK AMERICA COM 060505104 27,242 -664 -2.38 1,081 -2.61 0.4554
2024-07-12 2024-06-30 13F BANK AMERICA COM 060505104 27,906 -1,942 -6.51 1,110 -1.95 0.4815
2024-04-18 2024-03-31 13F BANK AMERICA COM 060505104 29,848 -2,574 -7.94 1,132 3.67 0.4921
2024-01-10 2023-12-31 13F BANK AMERICA COM 060505104 32,422 -680 -2.05 1,092 25.40 0.5053
2023-10-13 2023-09-30 13F BANK AMERICA COM 060505104 33,102 -5,038 -13.21 871 -20.48 0.4531
2023-07-20 2023-06-30 13F BANK AMERICA COM 060505104 38,140 -7,717 -16.83 1,094 -16.55 0.5454
2023-04-11 2023-03-31 13F BANK AMERICA COM 060505104 45,857 -1,248 -2.65 1,312 -15.96 0.6809
2023-01-31 2022-12-31 13F BANK AMERICA COM 060505104 47,105 -155 -0.33 1,560 9.32 0.8622
2022-10-07 2022-09-30 13F BK OF AMERICA COM 060505104 47,260 11,250 31.24 1,427 27.30 1.0573
2022-08-03 2022-06-30 13F BK OF AMERICA COM 060505104 36,010 2,033 5.98 1,121 -19.99 0.7320
2022-04-14 2022-03-31 13F BK OF AMERICA COM 060505104 33,977 9,806 40.57 1,401 30.33 0.7386
2022-02-02 2021-12-31 13F BK OF AMERICA COM 060505104 24,171 -1,364 -5.34 1,075 -0.83 0.5694
2021-10-14 2021-09-30 13F BK OF AMERICA COM 060505104 25,535 -810 -3.07 1,084 -0.18 0.6517
2021-07-29 2021-06-30 13F BK OF AMERICA COM 060505104 26,345 -65 -0.25 1,086 6.26 0.7042
2021-04-27 2021-03-31 13F BK OF AMERICA COM 060505104 26,410 397 1.53 1,022 29.70 0.7220
2021-01-19 2020-12-31 13F BK OF AMERICA COM 060505104 26,013 52 0.20 788 26.08 0.5725
2020-11-10 2020-09-30 13F BK OF AMERICA COM 060505104 25,961 -522 -1.97 625 -0.64 0.4945
2020-08-12 2020-06-30 13F BK OF AMERICA COM 060505104 26,483 -198 -0.74 629 11.13 0.5323
2020-04-09 2020-03-31 13F BK OF AMERICA COM 060505104 26,681 -2,947 -9.95 566 -45.73 0.5990
2020-01-13 2019-12-31 13F BANK AMER COM 060505104 29,628 -60 -0.20 1,043 20.44 0.9024
2019-10-15 2019-09-30 13F BANK AMER COM 060505104 29,688 -1,134 -3.68 866 -3.78 0.8190
2019-07-23 2019-06-30 13F BANK AMER COM 060505104 30,822 -3,024 -8.93 900 -3.74 0.8251
2019-04-22 2019-03-31 13F BANK AMER COM 060505104 33,846 -2,754 -7.52 935 3.66 0.8121
2019-01-14 2018-12-31 13F BANK AMER COM 060505104 36,600 6,795 22.80 902 2.73 0.8492
2018-10-19 2018-09-30 13F BANK AMER COM 060505104 29,805 -1,215 -3.92 878 0.57 0.6875
2018-07-23 2018-06-30 13F BANK AMER COM 060505104 31,020 615 2.02 873 -4.28 0.7095
2018-04-12 2018-03-31 13F BANK AMER COM 060505104 30,405 -3,892 -11.35 912 -3.29 0.7628
2018-02-20 2017-12-31 13F BANK AMER COM 060505104 34,297 34,297 943 0.8068
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.