SEC 13F Intelligence

Xml Financial, LLC / BAC

Xml Financial, LLC’s Bank America Corp Position

Does Xml Financial, LLC own Bank America Corp (BAC)? Yes — 321.3K shares worth $16M (+1.28% of its 13F portfolio) as of Q1 2026, down from 330.1K shares the prior filed quarter.

Position Value
$16M
Q1 2026
Shares
321.3K
% of Portfolio
+1.28%
Quarters Held
26
currently held

Position History BAC

Reported value by quarter
Q4 ’19: $2MQ4 ’19Q1 ’20: $2MQ2 ’20: $2MQ3 ’20: $2MQ4 ’20: $2MQ4 ’20Q1 ’21: $2MQ2 ’21: $2MQ3 ’21: $23MQ4 ’21: $24MQ4 ’21Q1 ’22: $23MQ2 ’22: $2MQ3 ’22: $18MQ4 ’22: $19MQ4 ’22Q1 ’23: $17MQ2 ’23: $17MQ3 ’23: $15MQ4 ’23: $19MQ4 ’23Q1 ’24: $18MQ2 ’24: $18MQ3 ’24: $17MQ4 ’24: $18MQ4 ’24Q1 ’25: $18MQ2 ’25: $19MQ3 ’25: $19MQ4 ’25: $16MQ4 ’25Q1 ’26: $16Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026321.3K$16M+1.28%
Q4 2025330.1K$16M+1.33%
Q3 2025397.8K$19M+1.57%
Q2 2025411.7K$19M+1.63%
Q1 2025408.0K$18M+1.64%
Q4 2024413.5K$18M+1.60%
Q3 2024418.7K$17M+1.62%
Q2 2024436.3K$18M+1.77%
Q1 2024458.5K$18M+1.86%
Q4 2023524.6K$19M+1.95%
Q3 2023524.7K$15M+1.85%
Q2 2023534.6K$17M+1.98%
Q1 2023532.0K$17M+2.11%
Q4 2022527.4K$19M+2.36%
Q3 2022548.8K$18M+2.55%
Q2 202250.0K$2M+0.47%
Q1 2022517.5K$23M+2.79%
Q4 2021505.3K$24M+2.89%
Q3 2021484.7K$23M+3.03%
Q2 202148.0K$2M+0.54%
Q1 202148.7K$2M+0.60%
Q4 202048.3K$2M+0.60%
Q3 202045.5K$2M+0.66%
Q2 202038.6K$2M+0.56%
Q1 202039.9K$2M+0.69%
Q4 201940.2K$2M+0.74%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Xml Financial, LLC’s full portfolio or all institutional holders of BAC.