美國銀行公司
MX ˙ BMV ˙ US0605051046
SecurityMX:BAC / Bank of America Corporation
InstitutionSowell Financial Services LLC
Latest Disclosed Ownership238,397 shares
Latest Disclosed Value $ 11,621,869
Sowell Financial Services LLC reports 0.49% increase in ownership of BAC / Bank of America Corporation

On April 20, 2026 - Sowell Financial Services LLC filed a 13F-HR form disclosing ownership of 238,397 shares of Bank of America Corporation (MX:BAC) valued at $11,621,869 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 237,223 shares of Bank of America Corporation. This represents a change in shares of 0.49% 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 238,397 1,174 0.49 11,622 -10.93 0.4298
2026-01-21 2025-12-31 13F BANK AMERICA COM 060505104 237,223 -1,993 -0.83 13,047 5.72 0.4793
2025-10-17 2025-09-30 13F BANK AMERICA COM 060505104 239,216 -4,307 -1.77 12,341 7.10 0.4736
2025-07-14 2025-06-30 13F BANK AMERICA COM 060505104 243,523 -1,210 -0.49 11,524 12.84 0.4693
2025-04-17 2025-03-31 13F BANK AMERICA COM 060505104 244,733 -2,276 -0.92 10,213 -5.93 0.4648
2025-02-07 2024-12-31 13F BANK AMERICA COM 060505104 247,009 -3,922 -1.56 10,856 9.03 0.5709
2024-10-04 2024-09-30 13F BANK AMERICA COM 060505104 250,931 -29,245 -10.44 9,957 -10.64 0.4626
2024-08-13 2024-06-30 13F BANK AMERICA COM 060505104 280,176 8,577 3.16 11,143 8.19 0.5321
2024-05-03 2024-03-31 13F BANK AMERICA COM 060505104 271,599 -18,513 -6.38 10,299 5.44 0.4858
2024-01-24 2023-12-31 13F BANK AMERICA COM 060505104 290,112 -4,804 -1.63 9,768 20.97 0.5292
2023-11-08 2023-09-30 13F BANK AMERICA COM 060505104 294,916 -4,432 -1.48 8,075 -5.97 0.5068
2023-08-14 2023-06-30 13F BANK AMERICA COM 060505104 299,348 47,099 18.67 8,588 122,585.71 0.4787
2023-05-12 2023-03-31 13F BANK AMERICA STOCK 060505104 252,249 -47,063 -15.72 7 -22.22 0.5566
2023-02-09 2022-12-31 13F Bank Of America Stock 060505104 299,312 299,312 10 0.6417
2022-08-15 2022-06-30 13F BK OF AMERICA Stock 060505104 0 -65,107 -100.00 0 -100.00
2022-05-13 2022-03-31 13F BK OF AMERICA Stock 060505104 65,107 -123,508 -65.48 2,417 -71.20 0.4223
2022-02-09 2021-12-31 13F BK OF AMERICA CORP COM Stock 060505104 188,615 -65,241 -25.70 8,392 -22.12 0.4812
2021-11-04 2021-09-30 13F BK OF AMERICA CORP COM Stock 060505104 253,856 16,341 6.88 10,776 10.04 0.7277
2021-08-05 2021-06-30 13F BK OF AMERICA CORP COM Stock 060505104 237,515 -158,085 -39.96 9,793 -41.07 0.6488
2021-05-07 2021-03-31 13F BK OF AMERICA CORP COM Stock 060505104 395,600 14,023 3.68 16,619 43.69 0.5784
2021-01-13 2020-12-31 13F BK OF AMERICA CORP COM COM 060505104 381,577 12,918 3.50 11,566 30.23 0.4941
2020-11-12 2020-09-30 13F BK OF AMERICA CORP COM COM 060505104 368,659 4,598 1.26 8,881 2.72 0.4436
2020-08-13 2020-06-30 13F BK OF AMERICA CORP COM Stock 060505104 364,061 6,317 1.77 8,646 13.84 0.4752
2020-05-12 2020-03-31 13F BK OF AMERICA CORP COM Stock 060505104 357,744 46,148 14.81 7,595 -30.79 0.5620
2020-02-07 2019-12-31 13F BANK AMER CORP COM Stock 060505104 311,596 3,692 1.20 10,974 22.18 0.8362
2019-11-14 2019-09-30 13F BANK AMER CORP COM COM 060505104 307,904 -2,888 -0.93 8,982 4.75 0.7422
2019-05-15 2019-03-31 13F BANK AMER CORP COM Stock 060505104 310,792 -87,191 -21.91 8,575 -12.55 0.9573
2019-03-05 2018-12-31 13F BANK AMER COM 060505104 397,983 15,524 4.06 9,806 -12.97 1.3889
2018-11-13 2018-09-30 13F BANK AMER COM 060505104 382,459 382,459 11,267 1.6357
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.