Public ownership evidence

Bank of America Corporation (BAC) Ownership Disclosures

Read BAC insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Bank of America Corporation: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Cornerstone Financial Management LLC
Report period
2026-06-30
Available
2026-08-29
Reported shares
3,901
Value (USD)
$222,279
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0002110329-26-000015
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read BAC fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read BAC fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

Cornerstone Financial Management LLC2026-06-302026-08-293,901$222,279None
Cornerstone Financial Management LLC2026-03-312026-08-293,597$175,354None
Cornerstone Financial Management LLC2025-12-312026-08-291,550$85,250None
B. Riley Wealth Advisors, Inc.2025-03-312026-08-2934,878$1,455,509Call
B. Riley Wealth Advisors, Inc.2025-03-312026-08-29187,996$7,845,092None
Advisors Asset Management, Inc.2021-12-312026-08-28476,090$21,181,244None
Advisors Asset Management, Inc.2022-12-312026-08-28316,380$10,478,506None
Advisors Asset Management, Inc.2020-06-302026-08-28493,951$11,731,336None
Advisors Asset Management, Inc.2022-06-302026-08-28354,885$11,048,000None
Advisors Asset Management, Inc.2021-09-302026-08-28547,226$23,230,000None
Corient Private Wealth LP2026-06-302026-08-28497$623,487None
Corient Private Wealth LP2026-06-302026-08-28113,342$6,458,252None
Corient Private Wealth LP2026-06-302026-08-282,196,594$125,161,944None
VELA Investment Management, LLC2026-06-302026-08-2815,000$854,700Put
VELA Investment Management, LLC2026-06-302026-08-2825,000$1,424,500Put
VELA Investment Management, LLC2026-06-302026-08-2824,995$1,424,215None
VELA Investment Management, LLC2026-03-312026-08-2825,000$1,218,750Put
VELA Investment Management, LLC2026-03-312026-08-2825,065$1,221,919None
VELA Investment Management, LLC2025-12-312026-08-2825,000$1,375,000Put
VELA Investment Management, LLC2025-12-312026-08-2825,065$1,378,575None
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co2026-06-302026-08-288,058$515,009None
Redwood Investment Management, LLC2025-03-312026-08-2810,991$459,000None
TUCKER ASSET MANAGEMENT LLC2026-06-302026-08-286,141$349,894None
TUCKER ASSET MANAGEMENT LLC2026-03-312026-08-286,070$295,928None
Wellington Grp LLC2026-06-302026-08-2717,488$996,466None
Reflection Asset Management2026-03-312026-08-2710,385$508,367None
Legacy Edge Advisors, LLC2025-09-302026-08-276,904$356,196None
Principia Wealth Advisory, LLC2026-06-302026-08-27530$30,199None
Principia Wealth Advisory, LLC2026-03-312026-08-27312$15,210None
Brown Financial Advisors2026-06-302026-08-2730,490$1,737,320None
Advisors Asset Management, Inc.2024-03-312026-08-27191,130$7,247,650None
Advisors Asset Management, Inc.2025-03-312026-08-2791,262$3,808,363None
Advisors Asset Management, Inc.2022-09-302026-08-27343,438$10,372,000None
Advisors Asset Management, Inc.2020-12-312026-08-27575,084$17,431,000None
Advisors Asset Management, Inc.2022-03-312026-08-27424,579$17,501,146None
Advisors Asset Management, Inc.2023-06-302026-08-27294,638$8,453,164None
Advisors Asset Management, Inc.2023-09-302026-08-27254,010$6,954,794None
Advisors Asset Management, Inc.2023-03-312026-08-27342,393$9,792,440None
Advisors Asset Management, Inc.2021-03-312026-08-27602,827$23,323,377None
Advisors Asset Management, Inc.2021-06-302026-08-27619,584$25,545,000None
Advisors Asset Management, Inc.2020-09-302026-08-27527,004$12,695,526None
Advisors Asset Management, Inc.2025-09-302026-08-2792,475$4,770,785None
Advisors Asset Management, Inc.2023-12-312026-08-27213,867$7,200,902None
WILLIAM JOHN SEMPOLINSKI2026-03-312026-08-2716,026$781,268None
WILLIAM JOHN SEMPOLINSKI2025-12-312026-08-2713,217$726,935None
Dakota Wealth Management2025-09-302026-08-27192,109$9,910,920None
Dakota Wealth Management2025-12-312026-08-27202,083$11,114,538None
Dakota Wealth Management2026-03-312026-08-27196,674$9,587,838None
Redwood Investment Management, LLC2025-06-302026-08-275,918$280,000None
Redwood Investment Management, LLC2025-09-302026-08-274,342$224,000None

90-day public filing window, up to 50 source positions.

Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗B. Riley Wealth Advisors, Inc. ↗B. Riley Wealth Advisors, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗

Recent Congressional disclosures

Ro Khanna2026-10-082026-09-09sale$1,001 - $15,000

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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