Bank of America Corporation
MX ˙ BMV ˙ US0605051046
SecurityMX:BAC / Bank of America Corporation
InstitutionWest Branch Capital LLC
Latest Disclosed Ownership67,986 shares
Latest Disclosed Value $ 3,314,310
West Branch Capital LLC reports 2.07% increase in ownership of BAC / Bank of America Corporation

On April 14, 2026 - West Branch Capital LLC filed a 13F-HR form disclosing ownership of 67,986 shares of Bank of America Corporation (MX:BAC) valued at $3,314,310 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 16, 2026 disclosing 66,610 shares of Bank of America Corporation. This represents a change in shares of 2.07% 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)
2026-04-14 2026-03-31 13F BANK AMERICA COM 060505104 67,986 1,376 2.07 3,314 -9.53 0.8874
2026-01-16 2025-12-31 13F BANK AMERICA COM 060505104 66,610 1,595 2.45 3,664 9.21 0.9440
2025-10-21 2025-09-30 13F BANK AMERICA COM 060505104 65,015 2,314 3.69 3,354 13.04 0.8801
2025-07-16 2025-06-30 13F BANK AMERICA COM 060505104 62,701 3,210 5.40 2,967 19.54 0.8775
2025-04-16 2025-03-31 13F BANK AMERICA COM 060505104 59,491 7,306 14.00 2,483 8.24 0.8282
2025-01-17 2024-12-31 13F BANK AMERICA COM 060505104 52,185 7,822 17.63 2,294 30.28 0.7316
2024-10-18 2024-09-30 13F BANK AMERICA COM 060505104 44,363 3,807 9.39 1,760 9.18 0.6086
2024-07-26 2024-06-30 13F BANK AMERICA COM 060505104 40,556 2,103 5.47 1,613 10.56 0.5991
2024-04-24 2024-03-31 13F BANK AMERICA COM 060505104 38,453 5,093 15.27 1,458 29.83 0.5882
2024-01-19 2023-12-31 13F BANK AMERICA COM 060505104 33,360 -1,771 -5.04 1,123 16.86 0.5280
2023-10-20 2023-09-30 13F BANK AMERICA COM 060505104 35,131 6 0.02 962 -4.57 0.5047
2023-08-07 2023-06-30 13F BANK AMERICA COM 060505104 35,125 -2,154 -5.78 1,008 -5.53 0.5028
2023-04-20 2023-03-31 13F BANK AMERICA COM 060505104 37,279 -2,247 -5.68 1,066 -18.56 0.5940
2023-01-27 2022-12-31 13F BANK AMERICA COM 060505104 39,526 -299 -0.75 1,309 8.81 0.8086
2022-10-19 2022-09-30 13F BK OF AMERICA COM 060505104 39,825 -845 -2.08 1,203 -4.98 0.7477
2022-07-28 2022-06-30 13F BK OF AMERICA COM 060505104 40,670 2,447 6.40 1,266 -19.67 0.7322
2022-05-03 2022-03-31 13F BK OF AMERICA COM 060505104 38,223 -5,578 -12.73 1,576 -19.14 0.7530
2022-01-24 2021-12-31 13F BK OF AMERICA COM 060505104 43,801 1,807 4.30 1,949 9.31 0.8296
2021-11-09 2021-09-30 13F BK OF AMERICA COM 060505104 41,994 1,476 3.64 1,783 6.70 0.8579
2021-08-17 2021-06-30 13F BK OF AMERICA COM 060505104 40,518 3,979 10.89 1,671 18.18 0.8211
2021-05-14 2021-03-31 13F BK OF AMERICA COM 060505104 36,539 1,835 5.29 1,414 34.41 0.8274
2021-02-08 2020-12-31 13F BK OF AMERICA COM 060505104 34,704 -8,617 -19.89 1,052 0.77 0.6217
2020-10-13 2020-09-30 13F BK OF AMERICA COM 060505104 43,321 3,297 8.24 1,044 9.78 0.6662
2020-07-08 2020-06-30 13F BK OF AMERICA COM 060505104 40,024 28,004 232.98 951 272.94 0.6700
2020-04-20 2020-03-31 13F BK OF AMERICA COM 060505104 12,020 -23,877 -66.52 255 -79.83 0.2436
2020-01-07 2019-12-31 13F BANK AMER COM 060505104 35,897 24,732 221.51 1,264 287.73 0.8803
2019-10-23 2019-09-30 13F Bank Of America COM 060505104 11,165 501 4.70 326 5.50 0.2415
2019-08-05 2019-06-30 13F Bank Of America COM 060505104 10,664 0 0.00 309 5.10 0.2550
2019-04-30 2019-03-31 13F BANK AMER COM 060505104 10,664 78 0.74 294 12.64 0.2632
2019-02-06 2018-12-31 13F BANK AMER COM 060505104 10,586 0 0.00 261 -16.35 0.2749
2018-10-15 2018-09-30 13F BANK AMER COM 060505104 10,586 0 0.00 312 4.70 0.2315
2018-08-02 2018-06-30 13F BANK AMER COM 060505104 10,586 0 0.00 298 -5.99 0.2349
2018-05-02 2018-03-31 13F BANK AMER COM 060505104 10,586 10,586 317 0.3480
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.