Bank of America Corporation
US ˙ NYSE ˙ US0605051046

SecurityBAC / Bank of America Corporation
InstitutionFirst Foundation Advisors
Latest Disclosed Ownership24,357 shares
Latest Disclosed Value $ 1,187,409
First Foundation Advisors reports 12.17% increase in ownership of BAC / Bank of America Corporation

On May 4, 2026 - First Foundation Advisors filed a 13F-HR form disclosing ownership of 24,357 shares of Bank of America Corporation (US:BAC) valued at $1,187,404 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 21,715 shares of Bank of America Corporation. This represents a change in shares of 12.17% during the quarter. The current value of the position is $1,276,307 USD.

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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-04 2026-03-31 13F BANK AMERICA COM 060505104 24,357 2,642 12.17 1,187 -0.59 0.0478
2026-02-04 2025-12-31 13F BANK AMERICA COM 060505104 21,715 -111 -0.51 1,194 6.04 0.0450
2025-11-17 2025-09-30 13F BANK AMERICA COM 060505104 21,826 1,098 5.30 1,126 14.90 0.0416
2025-08-14 2025-06-30 13F BANK AMERICA COM 060505104 20,728 10,453 101.73 981 128.97 0.0363
2025-05-08 2025-03-31 13F BANK AMERICA COM 060505104 10,275 -482 -4.48 429 -9.32 0.0175
2025-02-13 2024-12-31 13F BANK AMERICA COM 060505104 10,757 -925 -7.92 473 1.94 0.0178
2024-11-14 2024-09-30 13F BANK AMERICA COM 060505104 11,682 35 0.30 464 0.00 0.0175
2024-08-06 2024-06-30 13F BANK AMERICA COM 060505104 11,647 -2,129 -15.45 463 -11.30 0.0177
2024-05-10 2024-03-31 13F BANK AMERICA COM 060505104 13,776 3,431 33.17 522 50.00 0.0209
2024-02-14 2023-12-31 13F BANK AMERICA COM 060505104 10,345 -21,175 -67.18 348 -59.68 0.0159
2023-11-15 2023-09-30 13F BANK AMERICA COM 060505104 31,520 2,684 9.31 863 4.35 0.0403
2023-08-14 2023-06-30 13F BANK AMERICA COM 060505104 28,836 1,149 4.15 827 4.55 0.0358
2023-05-12 2023-03-31 13F BANK AMERICA COM 060505104 27,687 -454 -1.61 792 -15.13 0.0364
2023-02-14 2022-12-31 13F BANK AMERICA COM 060505104 28,141 1,087 4.02 932 14.08 0.0446
2022-11-14 2022-09-30 13F BK OF AMERICA COM 060505104 27,054 3,681 15.75 817 12.23 0.0400
2022-08-12 2022-06-30 13F BK OF AMERICA COM 060505104 23,373 -1,116 -4.56 728 -27.85 0.0322
2022-05-05 2022-03-31 13F BK OF AMERICA COM 060505104 24,489 -567 -2.26 1,009 -9.51 0.0364
2022-02-14 2021-12-31 13F BK OF AMERICA COM 060505104 25,056 -101 -0.40 1,115 4.40 0.0383
2021-11-15 2021-09-30 13F BK OF AMERICA COM 060505104 25,157 -11,896 -32.11 1,068 -30.10 0.0399
2021-08-13 2021-06-30 13F BK OF AMERICA COM 060505104 37,053 -6,155 -14.25 1,528 -8.61 0.0588
2021-05-18 2021-03-31 13F BK OF AMERICA COM 060505104 43,208 1,895 4.59 1,672 33.55 0.0717
2021-02-16 2020-12-31 13F BK OF AMERICA COM 060505104 41,313 -6,081 -12.83 1,252 9.63 0.0555
2020-11-12 2020-09-30 13F Bank of America COM 060505104 47,394 -3,814 -7.45 1,142 -6.09 0.0530
2020-08-14 2020-06-30 13F Bank of America COM 060505104 51,208 -2,604 -4.84 1,216 6.48 0.0627
2020-05-11 2020-03-31 13F Bank of America COM 060505104 53,812 8,625 19.09 1,142 -28.22 0.0700
2020-02-11 2019-12-31 13F Bank of America COM 060505104 45,187 30,171 200.93 1,591 263.24 0.0787
2019-11-12 2019-09-30 13F Bank of America COM 060505104 15,016 -456 -2.95 438 -2.45 0.0234
2019-08-14 2019-06-30 13F Bank of America COM 060505104 15,472 -23,739 -60.54 449 -58.50 0.0251
2019-05-13 2019-03-31 13F Bank of America COM 060505104 39,211 124 0.32 1,082 12.36 0.0641
2019-02-14 2018-12-31 13F Bank of America COM 060505104 39,087 -6,136 -13.57 963 -27.70 0.0608
2018-11-13 2018-09-30 13F Bank of America COM 060505104 45,223 -1,301 -2.80 1,332 1.52 0.0737
2018-08-14 2018-06-30 13F BANK AMER COM 060505104 46,524 -135 -0.29 1,312 -6.22 0.0771
2018-05-15 2018-03-31 13F Bank of America COM 060505104 46,659 1,053 2.31 1,399 3.94 0.0781
2018-02-14 2017-12-31 13F Bank of America COM 060505104 45,606 810 1.81 1,346 18.59 0.0726
2017-11-14 2017-09-30 13F Bank of America COM 060505104 44,796 7,194 19.13 1,135 24.45 0.0644
2017-08-14 2017-06-30 13F Bank of America COM 060505104 37,602 -30,338 -44.65 912 -43.11 0.0536
2017-05-05 2017-03-31 13F Bank of America COM 060505104 67,940 49,913 276.88 1,603 302.76 0.0992
2017-02-14 2016-12-31 13F Bank of America COM 060505104 18,027 -293 -1.60 398 38.68 0.0261
2016-11-14 2016-09-30 13F Bank of America COM 060505104 18,320 355 1.98 287 20.59 0.0198
2016-08-16 2016-06-30 13F Bank of America COM 060505104 17,965 755 4.39 238 2.15 0.0171
2016-05-13 2016-03-31 13F Bank of America COM 060505104 17,210 923 5.67 233 -14.96 0.0169
2016-02-16 2015-12-31 13F Bank of America COM 060505104 16,287 1,290 8.60 274 17.09 0.0187
2015-11-16 2015-09-30 13F Bank of America COM 060505104 14,997 251 1.70 234 -6.77 0.0192
2015-08-13 2015-06-30 13F Bank of America COM 060505104 14,746 -424 -2.79 251 7.73 0.0199
2015-05-14 2015-03-31 13F Bank of America COM 060505104 15,170 167 1.11 233 -13.06 0.0195
2015-02-17 2014-12-31 13F Bank of America COM 060505104 15,003 -4,388 -22.63 268 -19.03 0.0236
2014-11-14 2014-09-30 13F Bank of America COM 060505104 19,391 3,508 22.09 331 35.66 0.0329
2014-08-15 2014-06-30 13F Bank of America COM 060505104 15,883 -3,375 -17.53 244 -26.28 0.0266
2014-05-15 2014-03-31 13F Bank of America COM 060505104 19,258 -11,295 -36.97 331 -30.46 0.0410
2014-02-14 2013-12-31 13F Bank of America COM 060505104 30,553 15,189 98.86 476 124.53 0.0640
2013-11-15 2013-09-30 13F Bank of America COM 060505104 15,364 79 0.52 212 7.61 0.0330
2013-08-09 2013-06-30 13F Bank of America COM 060505104 15,285 15,285 197 0.0386
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.