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BANK OF AMERICA /DE/ (BAC) SEC Filings, Jul 2, 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 priced $2,317,000 of Dual Directional Buffered Notes linked to the S&P 500® Index. The Notes priced on June 30, 2026 and issue on July 6, 2026 with an approximate two-year term and maturity on July 6, 2028.

Per $1,000 principal, the Notes pay 100% upside participation capped at a Max Return of $1,217.50 (a 21.75% return). If the Ending Value is between the Starting Value and 85% of the Starting Value, holders receive the absolute percentage decline as a positive return; below 85% there is 1:1 downside exposure, with up to 85% of principal at risk. Payments are unsecured obligations of BofA Finance and fully guaranteed by Bank of America Corporation.

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BofA Finance LLC priced non‑interest notes linked to a five‑index weighted basket on June 30, 2026 with $1,000 face amount per note and aggregate face amount $2,807,000. The notes mature on August 18, 2028 and pay a cash settlement based on the Basket Return measured from an Initial Basket Level of 100 to the Final Basket Level on the Determination Date of August 16, 2028.

If the Basket Return is positive, holders receive $1,000 + $1,000 × 1.8 × Basket Return subject to a Cap Level of 120.38% (Maximum Settlement Amount $1,366.84 per $1,000). If the Final Basket Level declines by up to 17.50%, holders receive face amount; declines beyond 17.50% produce leveraged losses (Buffer Rate ≈ 121.212%). Notes are unsecured, guaranteed by BAC, not listed, and the initial estimated value was $989.80 per $1,000.

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BofA Finance LLC priced $3,194,000 of market-linked, auto-callable notes fully guaranteed by Bank of America Corporation. The Securities have a $1,000 denomination, a Pricing Date of June 30, 2026, an Issue Date of July 6, 2026 and a stated maturity of July 5, 2030 with a Final Calculation Day of July 1, 2030.

The payout is linked to the Lowest Performing Underlying of the Russell 2000, the S&P 500 and the State Street Technology Select Sector SPDR ETF (XLK). The Securities may be automatically called on successive Call Dates for a fixed Call Premium (growing to 61.80% on the final Call Date). If not called, holders receive $1,000 at maturity only if the Lowest Performing Underlying is at or above its 70% Threshold; otherwise payment = $1,000 × Performance Factor and investors can lose more than 30%, up to the full principal.

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BofA Finance LLC priced $7,923,000 of issuer callable Contingent Income Buffered (with Memory Feature) Yield Notes due July 6, 2028, linked to the least performing of the Dow Jones Industrial Average, the Nasdaq-100 and the Russell 2000. The Notes priced on June 30, 2026, will issue on July 6, 2026, and have an approximate two-year term unless called monthly beginning October 5, 2026. Contingent monthly coupons may be payable when each underlying meets a stated Coupon Barrier; principal is at risk at maturity if the Least Performing Underlying falls more than 25.00% below its Starting Value, with up to 100.00% of principal loss possible. The initial estimated value on the pricing date was $995.60 per $1,000 principal; public offering price is $1,000.00 per Note.

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BofA Finance LLC priced $1,771,000 of Contingent Income Issuer Callable Yield Notes linked to the common stock of Ford Motor Company, to be issued on July 6, 2026 with a maturity date of July 6, 2028. The Notes pay a 12.75% contingent coupon (3.1875% per quarter) when the Observation Value of Ford stock is at or above a Coupon Barrier of $6.95 (50% of the Starting Value). The Notes are callable quarterly beginning January 5, 2027, and are unsecured senior debt of the issuer, fully and unconditionally guaranteed by Bank of America Corporation. If not called, principal is at risk 1:1 at maturity if the Ending Value is below the Threshold Value (50% of the Starting Value); otherwise, holders receive principal plus any final contingent coupon. The initial estimated value at pricing was $976.30 per $1,000 principal and the public offering price was $1,000.00 per note.

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BofA Finance LLC priced a $5,668,000 offering of market-linked, auto-callable medium-term notes fully guaranteed by Bank of America Corporation. The securities pay a $1,000 principal per Security and a 31.40% per annum contingent coupon (quarterly) if the Lowest Performing Underlying Stock meets the 70.00% coupon barrier on applicable Calculation Days. The notes mature on July 6, 2029, are linked to the lowest performing of GOOGL (Starting Price $357.37) and AMD (Starting Price $580.91), and expose holders to >40% principal loss if the Lowest Performing Underlying Stock closes below its 60.00% Threshold Price on the Final Calculation Day.

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BofA Finance LLC is offering Enhanced Return Notes linked to the S&P 500 FC TCA 0.50% Decrement Index ER, with an approximate 2.75 year term. The notes are expected to price on July 28, 2026 and issue on July 31, 2026. At maturity, if the Underlying’s Ending Value exceeds its Starting Value, holders receive 105.00% of upside; otherwise holders receive the principal amount.

Payments depend on the credit of BofA Finance (issuer) and Bank of America Corporation (guarantor). The notes pay no periodic interest, are not exchange-listed, and carry a complex index structure that targets 11.50% annualized volatility and charges a 0.50% per annum carry cost plus transaction costs. The initial estimated value range is stated as $900.00–$960.00 per $1,000 principal; public offering price is $1,000 with underwriting discount up to $27.50.

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BofA Finance LLC is offering Auto-Callable Enhanced Return Notes fully guaranteed by Bank of America Corporation (BAC), linked to the least performing of the Nasdaq-100® Index, the Russell 2000® Index and the State Street® Utilities Select Sector SPDR® ETF. The notes have an approximate five-year term, are expected to price on July 28, 2026 and issue on July 31, 2026, and are automatically callable beginning with the August 2, 2027 Call Observation Date if each underlying meets its Call Value.

If not called, at maturity the holder receives 150.00% upside participation in increases of the Least Performing Underlying if its Ending Value is ≥100% of its Starting Value. If the Least Performing Underlying declines by more than 30% (below a 70% Threshold), investors suffer 1:1 downside (up to 100% loss). The initial estimated value range on the pricing date is $893.40–$943.40 per $1,000 principal; public offering price is $1,000 with an underwriting discount of $41.25 (proceeds to issuer $958.75). All payments are subject to the credit risk of the Issuer and BAC as Guarantor.

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BofA Finance LLC is offering $50,000.00 of Enhanced Return Notes fully and unconditionally guaranteed by Bank of America Corporation.

The Notes mature on July 3, 2031 (approximate 5‑year term), are linked to the S&P 500® Futures Excess Return Index (Bloomberg: SPXFP) and pay no periodic interest. If the Ending Value exceeds the Starting Value, holders receive 137.00% participation in upside; otherwise they receive the principal amount. The Notes priced on June 30, 2026, will issue on July 6, 2026, and the cover page shows an initial estimated value of $970.60 per $1,000 principal (less than the public offering price of $1,000.00). All payments are subject to the credit risk of the Issuer and the Guarantor.

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BofA Finance LLC is offering Contingent Income Auto-Callable Yield Notes due July 20, 2029, linked to the least performing of XLE, XLU and SMH. The notes are expected to price on July 17, 2026 and issue on July 22, 2026. They pay a contingent coupon of 17.25% per annum (1.4375% monthly) when each underlying on an Observation Date is at least 70.00% of its Starting Value. Beginning with the January 19, 2027 Call Observation Date the notes are automatically callable monthly if each underlying is at least 100.00% of its Starting Value, in which case holders receive principal plus the applicable contingent coupon. If not called, at maturity holders receive principal unless the Least Performing Underlying falls below 50.00% of its Starting Value, in which case holders incur 1:1 downside to the Least Performing Underlying (up to 100% principal loss). The public offering price is $1,000.00 per note with underwriting discount up to $8.00 and proceeds to the issuer of $992.00 per note. All payments are subject to the credit risk of BofA Finance LLC and its guarantor, Bank of America Corporation.

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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 July 2, 2026.