Bank of America Corporation
MX ˙ BMV ˙ US0605051046
SecurityMX:BAC / Bank of America Corporation
InstitutionWest Wealth Group, LLC
Latest Disclosed Ownership9,308 shares
Latest Disclosed Value $ 453,789
West Wealth Group, LLC reports 31.38% increase in ownership of BAC / Bank of America Corporation

On May 11, 2026 - West Wealth Group, LLC filed a 13F-HR form disclosing ownership of 9,308 shares of Bank of America Corporation (MX:BAC) valued at $453,789 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 7,085 shares of Bank of America Corporation. This represents a change in shares of 31.38% 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)
2026-05-11 2026-03-31 13F BANK AMERICA COM 060505104 9,308 2,223 31.38 454 16.45 0.0897
2026-01-26 2025-12-31 13F BANK AMERICA COM 060505104 7,085 281 4.13 390 9.58 0.0809
2025-10-27 2025-09-30 13F BANK AMERICA COM 060505104 6,804 -1,040 -13.26 356 -0.28 0.0802
2025-08-13 2025-06-30 13F BANK AMERICA COM 060505104 7,844 1,333 20.47 356 31.85 0.0886
2025-05-05 2025-03-31 13F BANK AMERICA COM 060505104 6,511 -658 -9.18 270 -14.29 0.0799
2025-01-22 2024-12-31 13F BANK AMERICA COM 060505104 7,169 652 10.00 315 22.09 0.0940
2024-10-23 2024-09-30 13F BANK AMERICA COM 060505104 6,517 -67 -1.02 259 -1.15 0.0838
2024-08-01 2024-06-30 13F BANK AMERICA COM 060505104 6,584 140 2.17 262 6.97 0.0926
2024-05-08 2024-03-31 13F BANK AMERICA COM 060505104 6,444 34 0.53 244 13.49 0.0905
2024-01-18 2023-12-31 13F BANK AMERICA COM 060505104 6,410 6,410 216 0.0851
2022-05-05 2022-03-31 13F BK OF AMERICA CORP COM COM 060505104 0 -4,691 -100.00 0 -100.00
2022-05-05 2021-12-31 13F BK OF AMERICA CORP COM COM 060505104 4,691 4,691 208 0.0783
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.