美國銀行公司
MX ˙ BMV ˙ US0605051046
SecurityMX:BAC / Bank of America Corporation
InstitutionWbh Advisory Inc
Latest Disclosed Ownership33,422 shares
Latest Disclosed Value $ 1,646,696
Wbh Advisory Inc reports 0.33% decrease in ownership of BAC / Bank of America Corporation

On April 27, 2026 - Wbh Advisory Inc filed a 13F-HR form disclosing ownership of 33,422 shares of Bank of America Corporation (MX:BAC) valued at $1,646,696 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 33,533 shares of Bank of America Corporation. This represents a change in shares of -0.33% 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)
2026-04-27 2026-03-31 13F BANK AMERICA COM 060505104 33,422 -111 -0.33 1,647 -10.74 0.1233
2026-01-26 2025-12-31 13F BANK AMERICA COM 060505104 33,533 516 1.56 1,844 8.28 0.1366
2025-10-30 2025-09-30 13F BANK AMERICA COM 060505104 33,017 -63 -0.19 1,703 8.82 0.1301
2025-07-30 2025-06-30 13F BANK AMERICA COM 060505104 33,080 -1,173 -3.42 1,565 9.52 0.1334
2025-05-12 2025-03-31 13F BANK AMERICA COM 060505104 34,253 1,877 5.80 1,429 0.49 0.1334
2025-01-31 2024-12-31 13F BANK AMERICA COM 060505104 32,376 -112 -0.34 1,423 10.32 0.1321
2024-10-15 2024-09-30 13F BANK AMERICA COM 060505104 32,488 -2,993 -8.44 1,289 -8.65 0.1221
2024-07-11 2024-06-30 13F BANK AMERICA COM 060505104 35,481 -2,002 -5.34 1,411 -0.70 0.1428
2024-04-16 2024-03-31 13F BANK AMERICA COM 060505104 37,483 -4,080 -9.82 1,421 1.57 0.1463
2024-01-09 2023-12-31 13F BANK AMERICA COM 060505104 41,563 -1,318 -3.07 1,399 19.17 0.1556
2023-10-10 2023-09-30 13F BANK AMERICA COM 060505104 42,881 -5,122 -10.67 1,174 -14.74 0.1441
2023-07-12 2023-06-30 13F BANK AMERICA COM 060505104 48,003 -5,126 -9.65 1,377 -9.35 0.1632
2023-04-20 2023-03-31 13F BANK AMERICA COM 060505104 53,129 -3,341 -5.92 1,519 -10.91 0.1897
2022-10-18 2022-09-30 13F BK OF AMERICA COM 060505104 56,470 -2,045 -3.49 1,705 -7.39 0.2460
2022-07-12 2022-06-30 13F BK OF AMERICA COM 060505104 58,515 -4,221 -6.73 1,841 -20.27 0.2456
2022-04-29 2022-03-31 13F BK OF AMERICA COM 060505104 62,736 -4,373 -6.52 2,309 -22.67 0.2834
2022-01-28 2021-12-31 13F BK OF AMERICA COM 060505104 67,109 -2,182 -3.15 2,986 1.53 0.3406
2021-10-25 2021-09-30 13F BK OF AMERICA COM 060505104 69,291 -669 -0.96 2,941 10.23 0.3957
2021-07-27 2021-06-30 13F BK OF AMERICA COM 060505104 69,960 126 0.18 2,668 -1.26 0.3910
2021-04-19 2021-03-31 13F BK OF AMERICA COM 060505104 69,834 25,730 58.34 2,702 89.48 0.4373
2021-01-21 2020-12-31 13F BK OF AMERICA COM 060505104 44,104 -2,635 -5.64 1,426 26.64 0.2454
2020-10-27 2020-09-30 13F BK OF AMERICA COM 060505104 46,739 -2,232 -4.56 1,126 -3.18 0.2273
2020-08-05 2020-06-30 13F BankAmerica COM 060505104 48,971 3,070 6.69 1,163 19.40 0.2815
2020-05-07 2020-03-31 13F BankAmerica COM 060505104 45,901 -1,807 -3.79 974 -42.02 0.2284
2020-01-27 2019-12-31 13F BankAmerica COM 060505104 47,708 1,603 3.48 1,680 25.00 0.3435
2019-10-25 2019-09-30 13F BankAmerica COM 060505104 46,105 831 1.84 1,344 2.44 0.3018
2019-08-02 2019-06-30 13F BankAmerica COM 060505104 45,274 -77 -0.17 1,312 4.88 0.3041
2019-04-22 2019-03-31 13F BankAmerica COM 060505104 45,351 1,267 2.87 1,251 15.19 0.2976
2019-01-29 2018-12-31 13F BankAmerica COM 060505104 44,084 898 2.08 1,086 -14.62 0.2637
2018-10-29 2018-09-30 13F BankAmerica COM 060505104 43,186 2,502 6.15 1,272 10.99 0.3083
2018-07-31 2018-06-30 13F BankAmerica COM 060505104 40,684 -297 -0.72 1,146 -6.75 0.2971
2018-04-30 2018-03-31 13F BankAmerica COM 060505104 40,981 495 1.22 1,229 2.85 0.3341
2018-01-31 2017-12-31 13F BankAmerica COM 060505104 40,486 1,214 3.09 1,195 20.10 0.3187
2017-11-29 2017-09-30 13F BankAmerica COM 060505104 39,272 -288 -0.73 995 3.75 0.2777
2017-07-21 2017-06-30 13F BankAmerica COM 060505104 39,560 -536 -1.34 959 1.48 0.2690
2017-04-21 2017-03-31 13F BankAmerica COM 060505104 40,096 -735 -1.80 945 4.77 0.2831
2017-01-20 2016-12-31 13F BankAmerica COM 060505104 40,831 1,935 4.97 902 48.36 0.3006
2016-10-24 2016-09-30 13F BankAmerica COM 060505104 38,896 25,923 199.82 608 253.49 0.2081
2016-07-25 2016-06-30 13F BankAmerica COM 060505104 12,973 277 2.18 172 0.58 0.0670
2016-04-15 2016-03-31 13F BankAmerica COM 060505104 12,696 -73 -0.57 171 -20.09 0.0572
2016-01-19 2015-12-31 13F BankAmerica COM 060505104 12,769 -683 -5.08 214 2.39 0.0748
2015-10-15 2015-09-30 13F BankAmerica COM 060505104 13,452 1 0.01 209 -8.33 0.0868
2015-07-20 2015-06-30 13F BankAmerica COM 060505104 13,451 -267 -1.95 228 8.06 0.0896
2015-04-22 2015-03-31 13F BankAmerica COM 060505104 13,718 301 2.24 211 -12.08 0.0592
2015-01-23 2014-12-31 13F BankAmerica COM 060505104 13,417 139 1.05 240 6.19 0.0905
2014-10-17 2014-09-30 13F BankAmerica COM 060505104 13,278 1,401 11.80 226 24.18 0.0794
2014-07-21 2014-06-30 13F BankAmerica COM 060505104 11,877 0 0.00 182 -10.78 0.0688
2014-04-29 2014-03-31 13F BankAmerica COM 060505104 11,877 1,512 14.59 204 26.71 0.0812
2014-02-19 2013-12-31 13F/A-1 BankAmerica COM 060505104 10,365 229 2.26 161 15.00 0.0649
2014-01-27 2013-12-31 13F BankAmerica COM 060505104 10,365 161
2013-11-05 2013-09-30 13F BankAmerica COM 060505104 10,136 1 0.01 140 7.69 0.0627
2013-07-19 2013-06-30 13F BankAmerica COM 060505104 10,135 10,135 130 0.0601
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.