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BANK OF AMERICA /DE/ (BAC) SEC Filings, Jul-Aug 2026

BAC NYSE

Bank of America Corporation filings document material events, shareholder governance and the capital structure of a diversified banking company listed on the New York Stock Exchange. Recent Form 8-K reports identify registered securities including BAC common stock, multiple series of preferred stock represented by depositary shares, preferred hybrid income securities, income capital obligation notes and senior medium-term notes associated with BofA Finance LLC guarantees.

The company's definitive proxy statement covers annual meeting matters, shareholder voting procedures and governance topics, including board leadership references and the role of the lead independent director. Together, these filings record the formal securities, governance and material-event disclosures tied to Bank of America's banking, wealth management, investment banking and markets businesses.

Rhea-AI Summary

BofA Finance LLC is offering $581,000 of Contingent Income Issuer Callable Yield Notes, fully and unconditionally guaranteed by Bank of America Corporation, linked to the least performing of the Nasdaq-100, Russell 2000 and S&P 500 indices. The notes price at $1,000 each, with an initial estimated value of $967.90 per $1,000, reflecting internal funding and hedging costs.

The notes have an approximate 3-year term to August 2, 2029, and pay a contingent coupon of 9.50% per annum (about $7.917 per $1,000 monthly) only if on each observation date every index closes at or above 70% of its starting level (the Coupon Barrier). Principal is fully at risk: if the notes are not called and the least performing index ends below 70% of its starting level at maturity, repayment is reduced 1:1 with the decline and can fall to zero.

Beginning August 4, 2027, the issuer may redeem all notes monthly at $1,000 plus any due coupon, capping further income. The notes are unsecured senior obligations of BofA Finance, guaranteed by BAC, not listed on any exchange, and subject to both issuer and guarantor credit risk as well as complex tax and market risks highlighted in the risk disclosures.

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BofA Finance LLC, fully guaranteed by Bank of America Corporation, is issuing Contingent Income (with Memory Feature) Yield Notes linked to the least performing of Broadcom (AVGO), CVS Health (CVS) and Capital One Financial (COF). The notes have an approximate 3‑year term, pricing on July 29, 2026, issuing July 31, 2026 and maturing August 1, 2029.

Investors may receive monthly contingent coupons of $13.584 per $1,000 of principal, with a memory feature, only if on each Observation Date every underlying stock is at or above its Coupon Barrier, set at 50.00% of its Starting Value. Principal repayment is also contingent: if the Ending Value of the least performing stock is at or above its Threshold Value (also 50.00% of its Starting Value), investors receive full principal back; otherwise they are exposed 1:1 to downside in that least performing stock and can lose up to 100% of principal.

The total offering size is $1,394,000.00, in $1,000 denominations, with no underwriting discount shown. The initial estimated value is $1,004.40 per $1,000 note. The notes will not be listed on any exchange, and all payments are subject to the unsecured credit risk of BofA Finance as issuer and Bank of America Corporation as guarantor.

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BofA Finance LLC is issuing $451,000 of Buffered Auto-Callable Notes, fully and unconditionally guaranteed by Bank of America Corporation, linked to the least performing of the VanEck Gold Miners ETF (GDX) and the iShares Silver Trust (SLV). The Notes price at $1,000 each, have an approximate 5-year term to August 1, 2031, and may be automatically called monthly starting August 4, 2027 if both underlyings are at or above their Call Values, paying the applicable Call Amount.

If not called and both final values are at or above their Redemption Barriers (100% of Starting Values), investors receive a fixed $1,812.52 per $1,000 note. If the least performing underlying ends between 85% and 100% of its Starting Value, principal is returned. Below 85%, losses are 1:1 beyond the 15% buffer, with up to 85% of principal at risk. The Notes pay no interest, are unsecured obligations of BofA Finance with a BAC guarantee, are not exchange-listed, and have an initial estimated value of $937.20 per $1,000, reflecting internal funding and hedging costs.

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BofA Finance LLC is offering Dual Directional Buffered Notes linked to the S&P 500® Index, fully and unconditionally guaranteed by Bank of America Corporation. Each Note has a $1,000 denomination, an approximate 15‑month term, pricing on August 26, 2026, issuing on August 31, 2026, and maturing on December 1, 2027.

At maturity, if the S&P 500 ending level is at or above its starting level, investors receive 100% upside participation, capped at a Max Return of 10% (maximum redemption of $1,100 per $1,000). If the index declines but stays at or above 90% of the starting level (the Threshold Value), investors receive a positive return equal to the absolute value of the decline, also capped at 10%. Below the 90% threshold, principal is exposed 1:1 to further downside and investors can lose up to 90% of principal.

The Notes pay no interest, are unsecured senior obligations of BofA Finance, guaranteed by BAC, and will not be listed on any exchange. The public offering price is $1,000 per Note, with an underwriting discount up to $21.75 and issuer proceeds as low as $978.25 per $1,000. The initial estimated value is expected between $915 and $965 per $1,000, reflecting BAC’s internal funding rate and hedging- and fee-related charges. Investment outcomes depend on both S&P 500 performance and the credit risk of BofA Finance and BAC.

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Rhea-AI Summary

BofA Finance LLC, fully guaranteed by Bank of America Corporation, is offering $2,379,000 of Contingent Income Buffered (with Memory Feature) Auto-Callable Yield Notes linked to the S&P 500 Futures 40% Volatility Compass TCA 6% Decrement Index ER, maturing on August 1, 2031, unless called earlier.

The Notes pay quarterly contingent coupons using a memory formula based on $31.25 per $1,000 if the index is at or above 62.25% of its 1,330.85 Starting Value (Coupon Barrier 828.45). From July 29, 2027, they are auto-called at par plus coupon if the index is at or above 100% of its Starting Value.

If held to maturity and not called, principal is protected only down to the 80% Threshold Value (1,064.68). Below that level, exposure is 1:1 to further declines, with up to 80% loss of principal. The initial estimated value is $956.50 per $1,000, below the $1,000 public offering price, and the Notes are unsecured, unsubordinated obligations subject to the credit risk of BofA Finance and BAC and will not be listed on any exchange.

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BofA Finance LLC is offering $3,953,000 of Auto-Callable Return Notes linked to the least performing of the Dow Jones Industrial Average, Nasdaq-100 Index and Russell 2000 Index, fully and unconditionally guaranteed by Bank of America Corporation, under a shelf registration.

The notes have an approximate 4-year term, can be automatically called starting July 30, 2027 for $1,187.50–$1,562.50 per $1,000, and pay no interest. At maturity, if not called, investors get full upside to the least performing index if all end at or above their starting levels, return of principal if the worst index stays at or above 70% of its starting level, and 1:1 downside below that threshold, with up to 100% principal at risk. Payments depend on the credit of BofA Finance and BAC, and the initial estimated value is $982.60 per $1,000, below the public offering price.

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BofA Finance LLC is offering $1,827,000 of Contingent Income Buffered Issuer Callable Yield Notes linked to the Russell 2000 and S&P 500, fully and unconditionally guaranteed by Bank of America Corporation. The notes have an approximate 5‑year term, pricing on July 29, 2026 and maturing August 1, 2031, unless called early.

Investors receive a 7.00% per annum contingent coupon (0.5834% monthly, or $5.834 per $1,000) only if on each observation date both indexes are at or above 70% of their Starting Values. Starting Values are 2,906.310 for RTY and 7,316.15 for SPX, with Coupon Barriers at 2,034.417 and 5,121.31, and Threshold Values at 85% of start (2,470.364 RTY; 6,218.73 SPX).

Beginning August 3, 2027, the issuer may redeem all notes monthly at $1,000 plus any due coupon, capping future income. If not called and the Least Performing Underlying ends below its Threshold Value, principal is reduced 1:1 beyond a 15% decline, with up to 85% of principal at risk; otherwise, principal is repaid. The initial estimated value is $952.90 per $1,000, below the public offering price, and the notes will not be listed, with all payments subject to BofA Finance and BAC credit risk.

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BofA Finance LLC, fully guaranteed by Bank of America Corporation, is issuing $38,000 of Contingent Income Issuer Callable Yield Notes linked to the least-performing of the EURO STOXX 50, Nasdaq-100 and Russell 2000 indices. The notes price at $1,000 per note, mature on July 5, 2028, and have an approximate 23‑month term if not called.

Investors may receive a contingent coupon of 11.00% per annum (0.9167% monthly) when, on an observation date, each index is at or above 70% of its starting level. Beginning November 3, 2026, the issuer may redeem the notes monthly at par plus any due coupon. If the notes are not called and any index ends below 70% of its starting level, principal is exposed 1:1 to the decline of the least‑performing index, with up to 100% loss of principal possible. The initial estimated value is $969.50 per $1,000, below the public offering price.

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BofA Finance LLC is issuing $17,000 of Contingent Income Issuer Callable Yield Notes, fully and unconditionally guaranteed by Bank of America Corporation, linked to the least performing of the EURO STOXX 50, Nasdaq‑100 and Russell 2000 indices. The notes price on July 29, 2026, issue on August 3, 2026 and mature on July 5, 2028, unless called earlier.

The notes pay a contingent coupon of 13.00% per annum (1.0834% per month), but only for months when each index closes at or above 70% of its Starting Value on the relevant observation date. Starting values are SX5E 6,248.84, NDX 27,192.31 and RTY 2,906.310, with coupon barriers and threshold values set at 70% of each. Beginning November 3, 2026, BofA may redeem the notes monthly at par plus any due coupon.

If the notes are not called and any index ends below its threshold, principal is exposed 1:1 to the percentage decline of the worst‑performing index, with up to 100% loss of principal. The initial estimated value is $984.10 per $1,000, below the $1,000 public offering price, reflecting internal funding and hedging costs. All payments depend on the credit of BofA Finance and BAC, and the notes will not be listed on an exchange.

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Rhea-AI Summary

BofA Finance LLC is offering Contingent Income Buffered (with Memory Feature) Auto-Callable Yield Notes linked to the S&P 500® Futures 35% Volatility Compass TCA 6% Decrement Index ER, fully and unconditionally guaranteed by Bank of America Corporation, with an approximate three‑year term to July 31, 2029.

Each Note has a $1,000 public offering price, an underwriting discount of $32.50 and proceeds to the issuer of $967.50 per Note. Monthly contingent coupons of $8.334 per $1,000 accrue with a memory feature when the index is at or above 80% of its Starting Value, and the Notes are auto‑callable monthly from February 26, 2027 if the index is at least 100% of its Starting Value. If held to maturity and the index has fallen by more than 20%, principal is exposed 1:1 to further declines, with up to 80% of principal at risk; otherwise, investors receive full principal and any final contingent coupon. The initial estimated value is expected between $900 and $950 per $1,000, below the public offering price, and returns are subject to the credit risk of BofA Finance and BAC and to embedded index costs, including a 6.00% per annum decrement.

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FAQ

How many BANK OF AMERICA /DE/ (BAC) SEC filings are available on StockTitan?

StockTitan tracks 5018 SEC filings for BANK OF AMERICA /DE/ (BAC), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for BANK OF AMERICA /DE/ (BAC)?

The most recent SEC filing for BANK OF AMERICA /DE/ (BAC) was filed on August 3, 2026.