美國銀行公司
MX ˙ BMV ˙ US0605051046
SecurityMX:BAC / Bank of America Corporation
Institution180 Wealth Advisors, Llc
Latest Disclosed Ownership17,633 shares
Latest Disclosed Value $ 859,593
180 Wealth Advisors, Llc reports 2.65% increase in ownership of BAC / Bank of America Corporation

On May 1, 2026 - 180 Wealth Advisors, Llc filed a 13F-HR form disclosing ownership of 17,633 shares of Bank of America Corporation (MX:BAC) valued at $859,593 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 9, 2026 disclosing 17,178 shares of Bank of America Corporation. This represents a change in shares of 2.65% 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)
2026-05-01 2026-03-31 13F BANK AMERICA COM 060505104 17,633 455 2.65 860 -9.00 0.0977
2026-01-09 2025-12-31 13F BANK AMERICA COM 060505104 17,178 475 2.84 945 9.64 0.1076
2025-10-16 2025-09-30 13F BANK AMERICA COM 060505104 16,703 -1,117 -6.27 862 2.14 0.1050
2025-07-31 2025-06-30 13F BANK AMERICA COM 060505104 17,820 271 1.54 843 15.16 0.1176
2025-04-09 2025-03-31 13F BANK AMERICA COM 060505104 17,549 267 1.54 732 -3.56 0.1166
2025-01-14 2024-12-31 13F BANK AMERICA COM 060505104 17,282 -906 -4.98 760 5.27 0.1190
2024-11-01 2024-09-30 13F BANK AMERICA COM 060505104 18,188 -320 -1.73 722 -6.73 0.1136
2024-07-16 2024-06-30 13F BANK AMERICA COM 060505104 18,508 -920 -4.74 774 5.03 0.1262
2024-04-16 2024-03-31 13F BANK AMERICA COM 060505104 19,428 -1,474 -7.05 737 3.95 0.1324
2024-01-25 2023-12-31 13F BANK AMERICA COM 060505104 20,902 1,291 6.58 709 32.09 0.1418
2023-11-01 2023-09-30 13F BANK AMERICA COM 060505104 19,611 -2,489 -11.26 537 -16.90 0.1208
2023-07-12 2023-06-30 13F BANK AMERICA COM 060505104 22,100 122 0.56 645 2.71 0.1417
2023-04-07 2023-03-31 13F BANK AMERICA COM 060505104 21,978 1,826 9.06 629 -11.80 0.1462
2023-02-02 2022-12-31 13F BANK AMERICA COM 060505104 20,152 265 1.33 712 18.47 0.1675
2022-10-12 2022-09-30 13F BK OF AMERICA COM 060505104 19,887 1,270 6.82 601 2.21 0.1654
2022-07-11 2022-06-30 13F BK OF AMERICA COM 060505104 18,617 269 1.47 588 -19.01 0.1501
2022-04-22 2022-03-31 13F BK OF AMERICA COM 060505104 18,348 260 1.44 726 -10.70 0.1584
2022-01-26 2021-12-31 13F BK OF AMERICA COM 060505104 18,088 -2,477 -12.04 813 -14.78 0.1825
2021-10-28 2021-09-30 13F BK OF AMERICA COM 060505104 20,565 50 0.24 954 12.24 0.2102
2021-08-13 2021-06-30 13F BK OF AMERICA COM 060505104 20,515 -337 -1.62 850 -3.85 0.1944
2021-05-25 2021-03-31 13F BK OF AMERICA COM 060505104 20,852 -1,015 -4.64 884 23.29 0.2192
2021-01-27 2020-12-31 13F BK OF AMERICA COM 060505104 21,867 1,034 4.96 717 42.54 0.2069
2020-10-23 2020-09-30 13F BK OF AMERICA COM 060505104 20,833 -495 -2.32 503 1.62 0.1886
2020-07-21 2020-06-30 13F BK OF AMERICA COM 060505104 21,328 -80 -0.37 495 12.50 0.1967
2020-04-09 2020-03-31 13F BK OF AMERICA COM 060505104 21,408 -1,511 -6.59 440 -44.65 0.2284
2020-01-17 2019-12-31 13F BANK AMER COM 060505104 22,919 -337 -1.45 795 18.30 0.3170
2019-10-22 2019-09-30 13F BANK AMER COM 060505104 23,256 -22,471 -49.14 672 -50.15 0.2971
2019-08-05 2019-06-30 13F BANK AMER COM 060505104 45,727 -237 -0.52 1,348 -1.96 0.6067
2019-05-14 2019-03-31 13F BANK AMER COM 060505104 45,964 1,026 2.28 1,375 3.85 0.6238
2019-01-15 2018-12-31 13F BANK AMER COM 060505104 44,938 0 0.00 1,324 0.00 0.6180
2018-11-14 2018-09-30 13F BANK AMER COM 060505104 44,938 -121 -0.27 1,324 4.25 0.6121
2018-08-08 2018-06-30 13F BANK AMER COM 060505104 45,059 -286 -0.63 1,270 -6.62 0.6292
2018-06-01 2018-03-31 13F BANK AMER COM 060505104 45,345 -194 -0.43 1,360 1.19 0.7061
2018-02-13 2017-12-31 13F BANK AMER COM 060505104 45,539 45,539 1,344 0.6842
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.