Bank of America Corporation
MX ˙ BMV ˙ US0605051046
SecurityMX:BAC / Bank of America Corporation
InstitutionBridgewater Associates, LP
ManagerRay Dalio, Bob Prince
Latest Disclosed Ownership1,042,897 shares
Latest Disclosed Value $ 50,841,229
Bridgewater Associates, LP reports 3.22% increase in ownership of BAC / Bank of America Corporation

On May 15, 2026 - Bridgewater Associates, LP filed a 13F-HR form disclosing ownership of 1,042,897 shares of Bank of America Corporation (MX:BAC) valued at $50,841,229 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 1,010,393 shares of Bank of America Corporation. This represents a change in shares of 3.22% 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)
2026-05-15 2026-03-31 13F BANK AMERICA COM 060505104 1,042,897 32,504 3.22 50,841 -8.51 0.2269
2026-02-13 2025-12-31 13F BANK AMERICA COM 060505104 1,010,393 439,309 76.93 55,572 88.62 0.2027
2025-11-13 2025-09-30 13F BANK AMERICA COM 060505104 571,084 571,084 29,462 0.1154
2025-02-13 2024-12-31 13F BANK AMERICA COM 060505104 0 -331,697 -100.00 0 -100.00
2024-11-13 2024-09-30 13F BANK AMERICA COM 060505104 331,697 331,697 13,162 0.0745
2023-05-12 2023-03-31 13F BANK AMERICA COM 060505104 0 -3,205,636 -100.00 0 -100.00
2023-02-13 2022-12-31 13F BANK AMERICA COM 060505104 3,205,636 1,935,957 152.48 106,171 176.89 0.5795
2022-11-10 2022-09-30 13F BK OF AMERICA COM 060505104 1,269,679 -745,657 -37.00 38,344 -38.88 0.1941
2022-08-11 2022-06-30 13F BK OF AMERICA COM 060505104 2,015,336 645,456 47.12 62,737 11.11 0.2659
2022-05-13 2022-03-31 13F BK OF AMERICA COM 060505104 1,369,880 392,783 40.20 56,466 29.89 0.2276
2022-02-14 2021-12-31 13F BK OF AMERICA COM 060505104 977,097 -1,412,047 -59.10 43,471 -57.14 0.2527
2021-11-12 2021-09-30 13F BK OF AMERICA COM 060505104 2,389,144 461,968 23.97 101,419 27.64 0.5553
2021-08-13 2021-06-30 13F BK OF AMERICA COM 060505104 1,927,176 96,260 5.26 79,457 12.17 0.5097
2021-05-14 2021-03-31 13F BK OF AMERICA COM 060505104 1,830,916 431,445 30.83 70,838 67.00 0.6247
2021-02-12 2020-12-31 13F BK OF AMERICA COM 060505104 1,399,471 1,399,471 42,418 0.3671
2020-05-14 2020-03-31 13F BANK AMER COM 060505104 0 -1,877,448 -100.00 0 -100.00
2020-02-13 2019-12-31 13F BANK AMER COM 060505104 1,877,448 1,877,448 66,124 0.6751
2019-08-13 2019-06-30 13F BANK AMER COM 060505104 0 -146,634 -100.00 0 -100.00
2019-05-14 2019-03-31 13F BANK AMER COM 060505104 146,634 12,098 8.99 4,046 22.05 0.0248
2019-02-13 2018-12-31 13F BANK AMER COM 060505104 134,536 134,536 3,315 0.0303
2018-11-13 2018-09-30 13F BANK AMER COM 060505104 0 -9,914 -100.00 0 -100.00
2018-08-13 2018-06-30 13F BANK AMER COM 060505104 9,914 -50,885 -83.69 279 -84.70 0.0028
2018-05-15 2018-03-31 13F BANK AMER COM 060505104 60,799 60,799 1,823 0.0174
2017-08-10 2017-06-30 13F BANK AMER COM 060505104 0 -42,308 -100.00 0 -100.00
2017-05-11 2017-03-31 13F BANK AMER COM 060505104 42,308 -292,992 -87.38 998 -86.53 0.0113
2017-02-10 2016-12-31 13F BANK AMER COM 060505104 335,300 335,300 7,410 0.0704
2016-02-11 2015-12-31 13F BANK AMER COM 060505104 0 -30,591 -100.00 0 -100.00
2015-11-12 2015-09-30 13F BANK AMER COM 060505104 30,591 30,591 0.00 477 0.0064
2015-08-11 2015-06-30 13F BANK AMER COM 060505104 0 -15,291 -100.00 0 -100.00
2015-05-14 2015-03-31 13F BANK AMER COM 060505104 15,291 -80,100 -83.97 235 -86.23 0.0018
2015-02-11 2014-12-31 13F BANK AMER COM 060505104 95,391 -173,500 -64.52 1,707 -54.00 0.0136
2013-11-13 2013-09-30 13F BANK OF AMERICA COM 060505104 268,891 59,800 28.60 3,711 38.01 0.0313
2013-08-13 2013-06-30 13F BANK OF AMERICA COM 060505104 209,091 209,091 2,689 0.0235
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.