Bank of America Corporation
MX ˙ BMV ˙ US0605051046
SecurityMX:BAC / Bank of America Corporation
InstitutionWealthPLAN Partners, LLC
Latest Disclosed Ownership11,905 shares
Latest Disclosed Value $ 580,359
WealthPLAN Partners, LLC reports 27.71% increase in ownership of BAC / Bank of America Corporation

On April 29, 2026 - WealthPLAN Partners, LLC filed a 13F-HR form disclosing ownership of 11,905 shares of Bank of America Corporation (MX:BAC) valued at $580,359 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 9,322 shares of Bank of America Corporation. This represents a change in shares of 27.71% 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)
2026-04-29 2026-03-31 13F BANK AMERICA COM 060505104 11,905 2,583 27.71 580 13.28 0.0946
2026-02-12 2025-12-31 13F BANK AMERICA COM 060505104 9,322 1,259 15.61 513 23.37 0.0766
2025-10-27 2025-09-30 13F BANK AMERICA COM 060505104 8,063 -1,585 -16.43 416 -8.99 0.0623
2025-07-28 2025-06-30 13F BANK AMERICA COM 060505104 9,648 399 4.31 457 18.44 0.0735
2025-05-12 2025-03-31 13F BANK AMERICA COM 060505104 9,249 21 0.23 386 -4.94 0.0544
2025-01-30 2024-12-31 13F BANK AMERICA COM 060505104 9,228 479 5.47 406 16.71 0.0575
2024-11-05 2024-09-30 13F BANK AMERICA COM 060505104 8,749 -20,077 -69.65 347 -69.72 0.0466
2024-08-09 2024-06-30 13F BANK AMERICA COM 060505104 28,826 717 2.55 1,146 7.61 0.1231
2024-05-07 2024-03-31 13F BANK AMERICA COM 060505104 28,109 17,370 161.75 1,066 195.01 0.1104
2024-01-05 2023-12-31 13F BANK AMERICA COM 060505104 10,739 -2,833 -20.87 362 -2.70 0.0372
2023-11-02 2023-09-30 13F BANK AMERICA COM 060505104 13,572 7,271 115.39 372 106.11 0.0432
2023-07-31 2023-06-30 13F Bank of America Stock/ETF 060505104 6,301 723 12.96 181 13.21 0.0256
2023-05-10 2023-03-31 13F Bank of America Stock/ETF 060505104 5,578 -20,363 -78.50 160 -82.79 0.0181
2023-02-16 2022-12-31 13F BANK AMERICA COM 060505104 25,941 5,761 28.55 924 28.33 0.0646
2022-05-03 2022-03-31 13F BK OF AMERICA COM 060505104 20,180 689 3.53 720 -19.91 0.0499
2022-02-01 2021-12-31 13F BK OF AMERICA COM 060505104 19,491 146 0.75 899 3.93 0.0592
2021-12-09 2021-09-30 13F BK OF AMERICA COM 060505104 19,345 1,181 6.50 865 13.52 0.0575
2021-08-19 2021-06-30 13F BK OF AMERICA COM 060505104 18,164 596 3.39 762 5.69 0.0536
2021-05-11 2021-03-31 13F BK OF AMERICA COM 060505104 17,568 -274 -1.54 721 24.31 0.0560
2021-02-09 2020-12-31 13F BK OF AMERICA COM 060505104 17,842 115 0.65 580 22.62 0.0493
2020-12-18 2020-09-30 13F BK OF AMERICA COM 060505104 17,727 -4,684 -20.90 473 -19.97 0.0461
2020-08-19 2020-06-30 13F BK OF AMERICA COM 060505104 22,411 -981 -4.19 591 16.57 0.0612
2020-05-15 2020-03-31 13F BK OF AMERICA COM 060505104 23,392 4,868 26.28 507 -21.64 0.0658
2020-02-14 2019-12-31 13F BANK AMER COM 060505104 18,524 3,707 25.02 647 33.13 0.0764
2019-11-15 2019-09-30 13F BANK AMER COM 060505104 14,817 3,029 25.70 486 48.62 0.0664
2019-08-19 2019-06-30 13F BANK AMER COM 060505104 11,788 -11,266 -48.87 327 -49.85 0.0492
2019-05-16 2019-03-31 13F BANK AMER COM 060505104 23,054 1,232 5.65 652 2.68 0.1018
2019-02-20 2018-12-31 13F BANK AMER COM 060505104 21,822 -6,340 -22.51 635 -17.64 0.1021
2018-11-21 2018-09-30 13F BANK AMER COM 060505104 28,162 2,474 9.63 771 6.49 0.1407
2018-08-16 2018-06-30 13F BANK AMER COM 060505104 25,688 152 0.60 724 -5.48 0.1484
2018-05-15 2018-03-31 13F BANK AMER COM 060505104 25,536 5,220 25.69 766 27.67 0.1681
2018-02-16 2017-12-31 13F BANK AMER COM 060505104 20,316 475 2.39 600 19.28 0.1606
2017-11-14 2017-09-30 13F BANK AMER COM 060505104 19,841 -258 -1.28 503 3.07 0.1411
2017-08-11 2017-06-30 13F BANK AMER COM 060505104 20,099 17,050 559.20 488 597.14 0.1402
2017-04-19 2017-03-31 13F BANK AMERICA Common Stock 060505104 3,049 -7,146 -70.09 71 -56.52 0.2454
2016-12-09 2016-09-30 13F BANK AMERICA Common Stock/Common Stocks, Annuities, Real Estate, Oil & Gas, Gold Coins, Miscellaneous Description Securities. 060505104 10,195 -13,908 -57.70 161 59.41 0.0525
2016-08-08 2016-06-30 13F Bank of America Common Stock 060505104 24,103 -11,743 -32.76 102 -5.61 0.0131
2016-03-24 2015-12-31 13F BANK AMER COM 060505104 35,846 7,952 28.51 107 -77.43 0.0174
2015-08-10 2015-06-30 13F BANK AMER COM 060505104 27,894 22,561 423.05 474 478.05 0.2074
2015-05-04 2015-03-31 13F Bank of America Common Stock 060505104 5,333 5,333 82 0.0382
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.