Bank of America Corporation
MX ˙ BMV ˙ US0605051046
SecurityMX:BAC / Bank of America Corporation
InstitutionVisionary Wealth Advisors
Latest Disclosed Ownership44,623 shares
Latest Disclosed Value $ 2,175,349
Visionary Wealth Advisors reports 0.41% increase in ownership of BAC / Bank of America Corporation

On May 13, 2026 - Visionary Wealth Advisors filed a 13F-HR form disclosing ownership of 44,623 shares of Bank of America Corporation (MX:BAC) valued at $2,175,349 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 44,442 shares of Bank of America Corporation. This represents a change in shares of 0.41% 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 44,623 181 0.41 2,175 -11.01 0.0962
2026-02-13 2025-12-31 13F BANK AMERICA COM 060505104 44,442 1,704 3.99 2,444 10.89 0.1101
2025-11-13 2025-09-30 13F BANK AMERICA COM 060505104 42,738 64 0.15 2,205 9.16 0.1028
2025-08-14 2025-06-30 13F BANK AMERICA COM 060505104 42,674 250 0.59 2,019 14.07 0.1031
2025-05-14 2025-03-31 13F BANK AMERICA COM 060505104 42,424 169 0.40 1,770 -4.68 0.1063
2025-02-14 2024-12-31 13F BANK AMERICA COM 060505104 42,255 -2,349 -5.27 1,857 4.97 0.1089
2024-11-12 2024-09-30 13F BANK AMERICA COM 060505104 44,604 -536 -1.19 1,770 -1.45 0.1077
2024-08-13 2024-06-30 13F BANK AMERICA COM 060505104 45,140 -383 -0.84 1,795 4.00 0.1174
2024-05-15 2024-03-31 13F BANK AMERICA COM 060505104 45,523 -1,051 -2.26 1,726 10.08 0.1165
2024-02-14 2023-12-31 13F BANK AMERICA COM 060505104 46,574 -2,354 -4.81 1,568 17.10 0.1152
2023-11-13 2023-09-30 13F BANK AMERICA COM 060505104 48,928 -764 -1.54 1,340 -6.04 0.1085
2023-08-11 2023-06-30 13F BANK AMERICA COM 060505104 49,692 3,838 8.37 1,426 8.70 0.1141
2023-05-15 2023-03-31 13F/A-1 BANK AMERICA COM 060505104 45,854 -4,220 -8.43 1,311 -20.93 0.1111
2023-05-15 2023-03-31 13F BANK AMERICA COM 060505104 45,854 -4,220 1 0.1111
2023-02-14 2022-12-31 13F BANK AMERICA COM 060505104 50,074 4,399 9.63 1,658 20.23 0.1530
2022-11-14 2022-09-30 13F BK OF AMERICA COM 060505104 45,675 -5,985 -11.59 1,379 -14.24 0.1432
2022-08-12 2022-06-30 13F BK OF AMERICA COM 060505104 51,660 10,073 24.22 1,608 -6.18 0.1443
2022-05-12 2022-03-31 13F BK OF AMERICA COM 060505104 41,587 13,052 45.74 1,714 34.96 0.1379
2022-02-14 2021-12-31 13F BK OF AMERICA COM 060505104 28,535 28,535 1,270 0.1041
2021-11-12 2021-09-30 13F BK OF AMERICA COM 060505104 0 -37,947 -100.00 0 -100.00
2021-08-13 2021-06-30 13F BK OF AMERICA COM 060505104 37,947 483 1.29 1,565 8.01 0.1573
2021-05-18 2021-03-31 13F BK OF AMERICA COM 060505104 37,464 -3,355 -8.22 1,449 17.14 0.1524
2021-02-16 2020-12-31 13F BK OF AMERICA COM 060505104 40,819 40,819 1,237 0.1387
2020-11-16 2020-09-30 13F BK OF AMERICA COM 060505104 0 -26,767 -100.00 0 -100.00
2020-08-14 2020-06-30 13F BK OF AMERICA COM 060505104 26,767 -122 -0.45 635 11.21 0.0967
2020-05-15 2020-03-31 13F BK OF AMERICA COM 060505104 26,889 1,891 7.56 571 -35.11 0.1076
2020-02-14 2019-12-31 13F BANK AMER COM 060505104 24,998 24,998 880 0.1575
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.