Bank of America Corporation
MX ˙ BMV ˙ US0605051046
SecurityMX:BAC / Bank of America Corporation
InstitutionTriangle Securities Wealth Management
Latest Disclosed Ownership63,956 shares
Latest Disclosed Value $ 3,117,855
Triangle Securities Wealth Management reports 1.06% decrease in ownership of BAC / Bank of America Corporation

On April 20, 2026 - Triangle Securities Wealth Management filed a 13F-HR form disclosing ownership of 63,956 shares of Bank of America Corporation (MX:BAC) valued at $3,117,855 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 13, 2026 disclosing 64,644 shares of Bank of America Corporation. This represents a change in shares of -1.06% 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)
2026-04-20 2026-03-31 13F BANK AMERICA COM 060505104 63,956 -688 -1.06 3,118 -12.32 0.7076
2026-01-13 2025-12-31 13F BANK AMERICA COM 060505104 64,644 -2,891 -4.28 3,555 2.04 0.7496
2025-10-15 2025-09-30 13F BANK AMERICA COM 060505104 67,535 2,707 4.18 3,484 13.60 0.7887
2025-07-10 2025-06-30 13F BANK AMERICA COM 060505104 64,828 -6,108 -8.61 3,068 3.61 0.7549
2025-04-10 2025-03-31 13F BANK AMERICA COM 060505104 70,936 -1,607 -2.22 2,960 -7.15 0.7614
2025-01-15 2024-12-31 13F BANK AMERICA COM 060505104 72,543 -3,180 -4.20 3,188 6.13 0.8178
2024-11-14 2024-09-30 13F BANK AMERICA COM 060505104 75,723 -2,420 -3.10 3,005 -3.32 0.7766
2024-07-10 2024-06-30 13F BANK AMERICA COM 060505104 78,143 -1,914 -2.39 3,108 2.37 0.8776
2024-04-10 2024-03-31 13F BANK AMERICA COM 060505104 80,057 -1,458 -1.79 3,036 10.60 0.8653
2024-01-10 2023-12-31 13F BANK AMERICA COM 060505104 81,515 -891 -1.08 2,745 21.63 0.8534
2023-10-10 2023-09-30 13F BANK AMERICA COM 060505104 82,406 -271 -0.33 2,256 -4.89 0.8023
2023-07-13 2023-06-30 13F BANK AMERICA COM 060505104 82,677 236 0.29 2,372 0.64 0.8160
2023-04-20 2023-03-31 13F BANK AMERICA COM 060505104 82,441 -1,530 -1.82 2,358 -15.25 0.8432
2023-01-11 2022-12-31 13F BANK AMERICA COM 060505104 83,971 -245 -0.29 2,781 9.36 1.0196
2022-10-19 2022-09-30 13F BK OF AMERICA COM 060505104 84,216 -95 -0.11 2,543 -3.12 1.0392
2022-07-11 2022-06-30 13F BK OF AMERICA COM 060505104 84,311 3,295 4.07 2,625 -21.38 1.0227
2022-04-13 2022-03-31 13F BK OF AMERICA COM 060505104 81,016 -5,809 -6.69 3,339 -13.56 1.1178
2022-01-14 2021-12-31 13F BK OF AMERICA COM 060505104 86,825 -266 -0.31 3,863 4.49 1.2089
2021-10-14 2021-09-30 13F BK OF AMERICA COM 060505104 87,091 55 0.06 3,697 3.01 1.2548
2021-07-12 2021-06-30 13F BK OF AMERICA COM 060505104 87,036 -522 -0.60 3,589 5.93 1.2136
2021-04-12 2021-03-31 13F BK OF AMERICA COM 060505104 87,558 -401 -0.46 3,388 27.08 1.2248
2021-01-11 2020-12-31 13F BK OF AMERICA COM 060505104 87,959 965 1.11 2,666 27.19 1.0557
2020-10-09 2020-09-30 13F BK OF AMERICA COM 060505104 86,994 1,890 2.22 2,096 3.71 0.9476
2020-07-08 2020-06-30 13F BK OF AMERICA COM 060505104 85,104 9,670 12.82 2,021 26.23 0.9670
2020-04-06 2020-03-31 13F BK OF AMERICA COM 060505104 75,434 11,677 18.31 1,601 -28.72 0.9227
2020-01-09 2019-12-31 13F BANK AMER COM 060505104 63,757 36 0.06 2,246 20.82 0.9733
2019-10-15 2019-09-30 13F BANK AMER COM 060505104 63,721 6,136 10.66 1,859 10.59 0.9089
2019-07-10 2019-06-30 13F BANK AMER COM 060505104 57,585 5,002 9.51 1,681 15.85 0.8539
2019-04-10 2019-03-31 13F/A-1 BANK AMER COM 060505104 52,583 2,600 5.20 1,451 17.78 0.7604
2019-01-17 2018-12-31 13F BANK AMER COM 060505104 49,983 20,215 67.91 1,232 40.48 0.7275
2018-10-04 2018-09-30 13F BANK AMER COM 060505104 29,768 -40 -0.13 877 4.40 0.4658
2018-07-12 2018-06-30 13F BANK AMER COM 060505104 29,808 -325 -1.08 840 -7.08 0.4694
2018-04-11 2018-03-31 13F BANK AMER COM 060505104 30,133 956 3.28 904 4.99 0.5193
2018-01-10 2017-12-31 13F BANK AMER COM 060505104 29,177 -762 -2.55 861 13.44 0.4916
2017-10-11 2017-09-30 13F BANK AMER COM 060505104 29,939 -468 -1.54 759 2.85 0.4515
2017-07-06 2017-06-30 13F BANK AMER COM 060505104 30,407 -3,350 -9.92 738 -7.29 0.4877
2017-04-05 2017-03-31 13F BANK AMER COM 060505104 33,757 -2,459 -6.79 796 -0.50 0.5080
2017-01-19 2016-12-31 13F BANK AMER COM 060505104 36,216 -2,175 -5.67 800 33.11 0.5344
2016-10-06 2016-09-30 13F BANK AMER COM 060505104 38,391 0 0.00 601 18.07 0.4157
2016-07-07 2016-06-30 13F BANK AMER COM 060505104 38,391 38 0.10 509 -1.93 0.3798
2016-04-08 2016-03-31 13F BANK AMER COM 060505104 38,353 2,839 7.99 519 -13.21 0.3386
2016-01-28 2015-12-31 13F BANK AMER COM 060505104 35,514 185 0.52 598 8.73 0.4007
2015-10-08 2015-09-30 13F BANK AMER COM 060505104 35,329 -3,607 -9.26 550 -17.04 0.4159
2015-07-15 2015-06-30 13F BANK AMER COM 060505104 38,936 1,096 2.90 663 13.92 0.4685
2015-04-13 2015-03-31 13F BANK AMER COM 060505104 37,840 2,911 8.33 582 -6.88 0.4030
2015-01-08 2014-12-31 13F BANK AMER COM 060505104 34,929 -1,330 -3.67 625 1.13 0.4448
2014-10-16 2014-09-30 13F BANK AMER COM 060505104 36,259 -154 -0.42 618 10.36 0.4749
2014-07-16 2014-06-30 13F BANK OF AMERICA COM 060505104 36,413 148 0.41 560 26.70 0.4290
2014-04-14 2014-03-31 13F BANK OF AMERICA COM 060505104 36,265 3,546 10.84 442 -13.16 0.3973
2014-01-13 2013-12-31 13F BANK OF AMERICA COM 060505104 32,719 -3,046 -8.52 509 3.04 0.4131
2013-10-08 2013-09-30 13F BANK OF AMERICA COM 060505104 35,765 0 0.00 494 7.39 0.4305
2013-07-10 2013-06-30 13F BANK OF AMERICA COM 060505104 35,765 35,765 460 0.3402
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.