Bank of America Corporation
MX ˙ BMV ˙ US0605051046
SecurityMX:BAC / Bank of America Corporation
InstitutionHC Advisors, LLC
Latest Disclosed Ownership8,317 shares
Latest Disclosed Value $ 405,454
HC Advisors, LLC reports 4.33% increase in ownership of BAC / Bank of America Corporation

On May 5, 2026 - HC Advisors, LLC filed a 13F-HR form disclosing ownership of 8,317 shares of Bank of America Corporation (MX:BAC) valued at $405,454 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 7,972 shares of Bank of America Corporation. This represents a change in shares of 4.33% 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)
2026-05-05 2026-03-31 13F BK OF AMERICA COM 060505104 8,317 345 4.33 405 -7.53 0.2714
2026-02-11 2025-12-31 13F BK OF AMERICA COM 060505104 7,972 0 0.00 438 6.57 0.3033
2025-11-07 2025-09-30 13F BK OF AMERICA COM 060505104 7,972 0 0.00 411 9.02 0.2890
2025-08-07 2025-06-30 13F BK OF AMERICA COM 060505104 7,972 -1,707 -17.64 377 -6.45 0.2664
2025-05-14 2025-03-31 13F BK OF AMERICA COM 060505104 9,679 -425 -4.21 404 -9.23 0.3025
2025-02-05 2024-12-31 13F BK OF AMERICA COM 060505104 10,104 1,339 15.28 444 27.95 0.3564
2024-11-05 2024-09-30 13F BK OF AMERICA COM 060505104 8,765 0 0.00 348 -0.29 0.2860
2024-08-07 2024-06-30 13F BK OF AMERICA COM 060505104 8,765 -19,127 -68.58 349 -67.08 0.3215
2024-05-14 2024-03-31 13F BK OF AMERICA COM 060505104 27,892 15,357 122.51 1,058 150.47 0.5041
2024-01-25 2023-12-31 13F BK OF AMERICA COM 060505104 12,535 244 1.99 422 25.60 0.2363
2023-11-07 2023-09-30 13F BK OF AMERICA COM 060505104 12,291 867 7.59 337 2.75 0.2000
2023-08-10 2023-06-30 13F BK OF AMERICA COM 060505104 11,424 3 0.03 328 0.31 0.1902
2023-05-08 2023-03-31 13F BK OF AMERICA COM 060505104 11,421 1,435 14.37 327 -1.21 0.2019
2023-02-09 2022-12-31 13F BK OF AMERICA COM 060505104 9,986 -42,700 -81.05 331 -79.26 0.2258
2022-11-10 2022-09-30 13F BK OF AMERICA COM 060505104 52,686 0 0.00 1,591 -2.99 1.0954
2022-08-08 2022-06-30 13F BK OF AMERICA COM 060505104 52,686 8,255 18.58 1,640 -10.43 1.1679
2022-05-06 2022-03-31 13F BK OF AMERICA COM 060505104 44,431 4,000 9.89 1,831 1.78 1.1619
2022-02-02 2021-12-31 13F Bank of America COM 060505104 40,431 -203 -0.50 1,799 4.29 1.1040
2021-10-29 2021-09-30 13F Bank of America COM 060505104 40,634 203 0.50 1,725 3.48 1.1321
2021-08-09 2021-06-30 13F Bank of America COM 060505104 40,431 -2,500 -5.82 1,667 0.36 1.0255
2021-05-07 2021-03-31 13F Bank of America COM 060505104 42,931 35,290 461.85 1,661 615.95 1.0735
2021-02-08 2020-12-31 13F Bank of America COM 060505104 7,641 -1,000 -11.57 232 11.54 0.1586
2020-11-04 2020-09-30 13F Bank of America COM 060505104 8,641 -10,400 -54.62 208 -53.98 0.1677
2020-08-12 2020-06-30 13F Bank of America COM 060505104 19,041 19,041 452 0.3744
2020-05-08 2020-03-31 13F Bank of America COM 060505104 0 -8,800 -100.00 0 -100.00
2020-02-13 2019-12-31 13F Bank of America COM 060505104 8,800 8,800 310 0.3198
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.