Bank of America Corporation
MX ˙ BMV ˙ US0605051046
SecurityMX:BAC / Bank of America Corporation
InstitutionSkyOak Wealth, LLC
Latest Disclosed Ownership35,085 shares
Latest Disclosed Value $ 1,710,405
SkyOak Wealth, LLC ownership in BAC / Bank of America Corporation

On April 30, 2026 - SkyOak Wealth, LLC filed a 13F-HR form disclosing ownership of 35,085 shares of Bank of America Corporation (MX:BAC) valued at $1,710,405 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 35,085 shares of Bank of America Corporation. This represents a change in shares of 0.00% 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)
2026-04-30 2026-03-31 13F BANK AMERICA COM 060505104 35,085 0 0.00 1,710 -11.35 0.3132
2026-02-05 2025-12-31 13F BANK AMERICA COM 060505104 35,085 -1,235 -3.40 1,930 2.99 0.3471
2025-10-23 2025-09-30 13F BANK AMERICA COM 060505104 36,320 0 0.00 1,874 9.02 0.3539
2025-07-30 2025-06-30 13F BANK AMERICA COM 060505104 36,320 0 0.00 1,719 13.40 0.3454
2025-05-01 2025-03-31 13F BANK AMERICA COM 060505104 36,320 -290 -0.79 1,516 -5.84 0.3319
2025-01-24 2024-12-31 13F BANK AMERICA COM 060505104 36,610 -3,525 -8.78 1,609 1.07 0.3442
2024-11-04 2024-09-30 13F BANK AMERICA COM 060505104 40,135 -444 -1.09 1,593 -1.30 0.3526
2024-08-12 2024-06-30 13F BANK AMERICA COM 060505104 40,579 -517 -1.26 1,614 3.53 0.3767
2024-04-29 2024-03-31 13F BANK AMERICA COM 060505104 41,096 -1,299 -3.06 1,558 9.18 0.3729
2024-01-12 2023-12-31 13F BANK AMERICA COM 060505104 42,395 -2,160 -4.85 1,427 17.06 0.3715
2023-10-24 2023-09-30 13F BANK AMERICA COM 060505104 44,555 2,848 6.83 1,220 1.92 0.3566
2023-07-20 2023-06-30 13F BANK AMERICA COM 060505104 41,707 -5,202 -11.09 1,197 -10.81 0.3381
2023-05-02 2023-03-31 13F BANK AMERICA COM 060505104 46,909 -13,875 -22.83 1,342 -33.38 0.4093
2023-01-26 2022-12-31 13F BANK AMERICA COM 060505104 60,784 333 0.55 2,013 10.24 0.6767
2022-10-25 2022-09-30 13F BK OF AMERICA COM 060505104 60,451 -215 -0.35 1,826 -3.34 0.6544
2022-07-26 2022-06-30 13F BK OF AMERICA COM 060505104 60,666 1,776 3.02 1,889 -22.17 0.6450
2022-04-18 2022-03-31 13F BK OF AMERICA COM 060505104 58,890 -2,904 -4.70 2,427 -11.71 0.6743
2022-01-24 2021-12-31 13F BK OF AMERICA COM 060505104 61,794 -201 -0.32 2,749 4.45 0.6988
2021-10-21 2021-09-30 13F BK OF AMERICA COM 060505104 61,995 -85 -0.14 2,632 2.81 0.7091
2021-07-19 2021-06-30 13F BK OF AMERICA COM 060505104 62,080 -1,835 -2.87 2,560 0.04 0.6849
2021-04-29 2021-03-31 13F BK OF AMERICA COM 060505104 63,915 -2,202 -3.33 2,559 27.69 0.7120
2021-02-02 2020-12-31 13F BK OF AMERICA COM 060505104 66,117 1,215 1.87 2,004 28.21 0.6232
2020-11-03 2020-09-30 13F BK OF AMERICA COM 060505104 64,902 -7,490 -10.35 1,563 -9.08 0.5620
2020-08-10 2020-06-30 13F BK OF AMERICA COM 060505104 72,392 55,843 337.44 1,719 389.74 0.6346
2020-05-04 2020-03-31 13F BK OF AMERICA COM 060505104 16,549 807 5.13 351 -36.64 0.1794
2020-02-04 2019-12-31 13F BANK AMER COM 060505104 15,742 15,742 554 0.1717
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.