Bank of America Corporation
US ˙ NYSE ˙ US0605051046

SecurityBAC / Bank of America Corporation
InstitutionPrinciple Wealth Partners Llc
Latest Disclosed Ownership121,244 shares
Latest Disclosed Value $ 5,910,666
Principle Wealth Partners Llc reports 0.99% increase in ownership of BAC / Bank of America Corporation

On May 7, 2026 - Principle Wealth Partners Llc filed a 13F-HR form disclosing ownership of 121,244 shares of Bank of America Corporation (US:BAC) valued at $5,910,645 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 120,058 shares of Bank of America Corporation. This represents a change in shares of 0.99% during the quarter. The current value of the position is $6,353,186 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.

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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 121,244 1,186 0.99 5,911 -10.50 0.3378
2026-02-06 2025-12-31 13F BANK AMERICA COM 060505104 120,058 686 0.57 6,603 7.23 0.3715
2025-11-03 2025-09-30 13F BANK AMERICA COM 060505104 119,372 3,680 3.18 6,158 12.50 0.3575
2025-07-30 2025-06-30 13F BANK AMERICA COM 060505104 115,692 357 0.31 5,475 13.76 0.3419
2025-05-06 2025-03-31 13F BANK AMERICA COM 060505104 115,335 621 0.54 4,813 -4.54 0.3440
2025-01-29 2024-12-31 13F BANK AMERICA COM 060505104 114,714 -340 -0.30 5,042 10.43 0.3538
2024-11-13 2024-09-30 13F BANK AMERICA COM 060505104 115,054 -1,475 -1.27 4,565 -1.49 0.3234
2024-08-13 2024-06-30 13F BANK AMERICA COM 060505104 116,529 -135 -0.12 4,634 4.77 0.3527
2024-04-23 2024-03-31 13F/A-1 BANK AMERICA COM 060505104 116,664 2,170 1.90 4,424 14.73 0.3455
2024-04-23 2024-03-31 13F BANK AMERICA COM 060505104 116,664 2,170 4,424 0.3455
2024-02-05 2023-12-31 13F BANK AMERICA COM 060505104 114,494 -205 -0.18 3,855 22.77 0.3319
2023-11-01 2023-09-30 13F BANK AMERICA COM 060505104 114,699 -1,985 -1.70 3,140 -6.18 0.3156
2023-07-31 2023-06-30 13F BANK AMERICA COM 060505104 116,684 -2,342 -1.97 3,348 -1.67 0.3364
2023-05-10 2023-03-31 13F BANK AMERICA COM 060505104 119,026 1,342 1.14 3,404 -12.65 0.3639
2023-02-02 2022-12-31 13F BANK AMERICA CORP COM Stock 060505104 117,684 -76 -0.06 3,898 9.59 0.4417
2022-11-14 2022-09-30 13F BK OF AMERICA CORP COM Stock 060505104 117,760 1,173 1.01 3,556 -2.01 0.3354
2022-08-02 2022-06-30 13F BK OF AMERICA CORP COM Stock 060505104 116,587 -833 -0.71 3,629 -25.02 0.4367
2022-05-12 2022-03-31 13F BK OF AMERICA CORP COM Stock 060505104 117,420 514 0.44 4,840 -6.94 0.5089
2022-02-11 2021-12-31 13F BK OF AMERICA CORP COM Stock 060505104 116,906 255 0.22 5,201 5.03 0.5461
2021-11-16 2021-09-30 13F BK OF AMERICA CORP COM Stock 060505104 116,651 -310 -0.27 4,952 2.70 0.5718
2021-08-13 2021-06-30 13F BK OF AMERICA CORP COM Stock 060505104 116,961 -878 -0.75 4,822 5.77 0.5475
2021-05-18 2021-03-31 13F BK OF AMERICA CORP COM Stock 060505104 117,839 2,040 1.76 4,559 29.89 0.5331
2021-02-16 2020-12-31 13F BK OF AMERICA CORP COM Stock 060505104 115,799 6,866 6.30 3,510 33.77 0.4625
2020-11-16 2020-09-30 13F BK OF AMERICA CORP COM Stock 060505104 108,933 -683 -0.62 2,624 0.81 0.7312
2020-08-14 2020-06-30 13F BK OF AMERICA CORP COM Stock 060505104 109,616 1,318 1.22 2,603 13.22 0.7643
2020-05-13 2020-03-31 13F BK OF AMERICA CORP COM Stock 060505104 108,298 -7,926 -6.82 2,299 -43.83 0.8627
2020-02-04 2019-12-31 13F BANK AMER CORP COM Stock 060505104 116,224 -2,260 -1.91 4,093 18.43 1.3071
2019-11-05 2019-09-30 13F BANK AMER CORP COM Stock 060505104 118,484 61,514 107.98 3,456 109.20 1.1948
2019-11-05 2019-06-30 13F BANK AMER CORP COM Stock 060505104 56,970 5,418 10.51 1,652 16.17 0.8499
2019-10-30 2019-03-31 13F BANK AMER CORP COM Stock 060505104 51,552 1,226 2.44 1,422 14.68 0.8133
2019-10-10 2018-12-31 13F BANK OF AMERICA Com 060505104 50,326 50,326 1,240 1.0406
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.