Bank of America Corporation
US ˙ NYSE ˙ US0605051046

SecurityBAC / Bank of America Corporation
InstitutionWealth Architects, LLC
Latest Disclosed Ownership29,601 shares
Latest Disclosed Value $ 1,443,043
Wealth Architects, LLC reports 0.76% increase in ownership of BAC / Bank of America Corporation

On May 15, 2026 - Wealth Architects, LLC filed a 13F-HR form disclosing ownership of 29,601 shares of Bank of America Corporation (US:BAC) valued at $1,443,049 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 29,378 shares of Bank of America Corporation. This represents a change in shares of 0.76% during the quarter. The current value of the position is $1,551,092 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)
2026-05-15 2026-03-31 13F BANK OF AMERICA Equities 060505104 29,601 223 0.76 1,443 -10.65 0.1286
2026-02-17 2025-12-31 13F BANK AMERICA COM 060505104 29,378 -298 -1.00 1,616 5.56 0.1456
2025-11-13 2025-09-30 13F BANK AMERICA COM 060505104 29,676 174 0.59 1,531 9.60 0.1446
2025-07-25 2025-06-30 13F BANK AMERICA COM 060505104 29,502 334 1.15 1,396 14.71 0.1418
2025-05-14 2025-03-31 13F/A-1 BANK AMERICA COM 060505104 29,168 192 0.66 1,217 -4.40 0.1343
2025-05-12 2025-03-31 13F BANK AMERICA COM 060505104 14,827 -14,149 921 0.1016
2025-02-10 2024-12-31 13F BANK AMERICA COM 060505104 28,976 -869 -2.91 1,273 7.52 0.1437
2024-10-31 2024-09-30 13F BANK AMERICA COM 060505104 29,845 194 0.65 1,184 0.42 0.1340
2024-08-08 2024-06-30 13F BANK AMERICA COM 060505104 29,651 -146 -0.49 1,179 4.43 0.1441
2024-05-13 2024-03-31 13F BANK AMERICA COM 060505104 29,797 -119 -0.40 1,130 12.12 0.1489
2024-02-14 2023-12-31 13F BANK AMERICA COM 060505104 29,916 692 2.37 1,007 25.88 0.1413
2023-11-09 2023-09-30 13F BANK AMERICA COM 060505104 29,224 719 2.52 800 -2.08 0.1361
2023-08-02 2023-06-30 13F BANK AMERICA COM 060505104 28,505 -49 -0.17 818 0.12 0.1350
2023-04-21 2023-03-31 13F BANK AMERICA COM 060505104 28,554 175 0.62 817 -13.10 0.1446
2023-02-10 2022-12-31 13F BANK AMERICA COM 060505104 28,379 -1,190 -4.02 940 5.15 0.1778
2022-10-24 2022-09-30 13F BK OF AMERICA COM 060505104 29,569 729 2.53 893 -0.56 0.1869
2022-07-29 2022-06-30 13F BK OF AMERICA COM 060505104 28,840 -284 -0.98 898 -25.17 0.1755
2022-05-17 2022-03-31 13F BK OF AMERICA COM 060505104 29,124 -305 -1.04 1,200 -8.33 0.2039
2022-01-19 2021-12-31 13F BK OF AMERICA COM 060505104 29,429 -590 -1.97 1,309 2.75 0.2295
2021-11-09 2021-09-30 13F BK OF AMERICA COM 060505104 30,019 1,260 4.38 1,274 7.42 0.2473
2021-08-09 2021-06-30 13F BK OF AMERICA COM 060505104 28,759 -474 -1.62 1,186 4.86 0.2324
2021-04-29 2021-03-31 13F BK OF AMERICA COM 060505104 29,233 -224 -0.76 1,131 26.65 0.2449
2021-01-28 2020-12-31 13F BK OF AMERICA COM 060505104 29,457 -1,211 -3.95 893 20.84 0.2078
2020-11-09 2020-09-30 13F BANK OF AMERICA COM 060505104 30,668 340 1.12 739 2.64 0.2005
2020-08-14 2020-06-30 13F BK OF AMERICA COM 060505104 30,328 -7,052 -18.87 720 -9.32 0.2019
2020-04-23 2020-03-31 13F BK OF AMERICA COM 060505104 37,380 7,978 27.13 794 -23.36 0.2755
2020-01-28 2019-12-31 13F BANK AMER COM 060505104 29,402 -589 -1.96 1,036 18.40 0.2893
2019-10-23 2019-09-30 13F BANK AMER COM 060505104 29,991 127 0.43 875 1.04 0.2664
2019-07-12 2019-06-30 13F BANK AMER COM 060505104 29,864 1,643 5.82 866 11.17 0.2608
2019-05-01 2019-03-31 13F BANK AMER COM 060505104 28,221 371 1.33 779 13.56 0.2429
2019-01-17 2018-12-31 13F BANK AMER COM 060505104 27,850 -93 -0.33 686 -16.65 0.2465
2018-10-04 2018-09-30 13F BANK AMER COM 060505104 27,943 741 2.72 823 7.30 0.2539
2018-07-19 2018-06-30 13F BANK AMER COM 060505104 27,202 727 2.75 767 -3.40 0.2483
2018-04-13 2018-03-31 13F BANK AMER COM 060505104 26,475 -1,016 -3.70 794 -2.22 0.2630
2018-04-13 2017-12-31 13F/A-1 BANK AMER COM 060505104 27,491 230 0.84 812 17.51 0.2663
2018-01-30 2017-12-31 13F BANK AMER COM 060505104 27,491 230 812 0.2656
2017-11-08 2017-09-30 13F BANK OF AMERICA COM 060505104 27,261 -48 -0.18 691 4.38 0.2403
2017-08-10 2017-06-30 13F BANK OF AMERICA COM 060505104 27,309 15,914 139.66 662 146.10 0.2464
2017-05-02 2017-03-31 13F BANK OF AMERICA COM 060505104 11,395 252 2.26 269 9.35 0.1069
2017-02-09 2016-12-31 13F BANK OF AMERICA COM 060505104 11,143 703 6.73 246 50.92 0.1095
2016-11-07 2016-09-30 13F BANK OF AMERICA COM 060505104 10,440 -15 -0.14 163 18.12 0.0754
2016-08-08 2016-06-30 13F BANK OF AMERICA COM 060505104 10,455 -4,481 -30.00 138 -31.68 0.0668
2016-05-12 2016-03-31 13F BANK OF AMERICA COM 060505104 14,936 -7 -0.05 202 -19.52 0.1008
2016-02-11 2015-12-31 13F BANK OF AMERICA COM 060505104 14,943 4,205 39.16 251 50.30 0.1241
2015-11-10 2015-09-30 13F BANK OF AMERICA COM 060505104 10,738 613 6.05 167 -2.91 0.0897
2015-08-06 2015-06-30 13F BANK OF AMERICA COM 060505104 10,125 2 0.02 172 10.26 0.0925
2015-04-28 2015-03-31 13F BANK OF AMERICA COM 060505104 10,123 -541 -5.07 156 -18.32 0.0898
2015-02-11 2014-12-31 13F BANK OF AMERICA COM 060505104 10,664 10,664 191 0.1122
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.