BAC's deposit franchise strength sets it apart in cost of funds. Held-to-maturity bond portfolio losses gradually rolling off as duration shortens. Consumer credit normalizing without alarming deterioration. Investment banking gaining share. However NII trajectory more muted than peers as rates stabilize.
Thesis reviewed May 29, 2026
Bank of America Corporation is headquartered in United States, which is currently showing elevated risk signals.
🇺🇸United States82EXITView United States risk detail →🏦Financials100NEUTRAL| Ticker | Company | Score | Gap | Signal Δ | Action |
|---|---|---|---|---|---|
| MELI | MercadoLibre | 90 | -14% | ↓86% | AVOID |
| GGAL | Grupo Financiero Galicia S.A. | 90 | +13% | ↓86% | ENTRY |
| BBAR | BBVA Banco BBVA Argentina SA | 90 | +21% | ↓86% | ENTRY |
| BBD | Banco Bradesco S.A. (preferred ADR) | 90 | +5% | ↓86% | NEUTRAL |
| VIV | Telefonica Brasil (Vivo) | 90 | +8% | ↓86% | ENTRY |
| UBS | UBS Group AG | 90 | +17% | ↓86% | ENTRY |
| CIB | Bancolombia S.A. | 90 | +9% | ↓86% | NEUTRAL |
Investors who hold BAC may also have indirect exposure through these country funds.
BAC deposit costs stable as rates ease
BAC IB fees jump on debt issuance
Estimates · Yahoo Finance · Not audited figures
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|---|---|---|---|---|---|
| Alan Armstrong | Buy | $15k–$50k | Mar 27, 26 | ||
| James A. HimesCT | Buy | $1k–$15k | Jul 20, 26 | ||
| Laurel LeeFL | Sell | $1k–$15k | Jun 2, 26 | ||
| Tim WalbergMI | Buy | Unknown amount | Feb 7, 25 | ||
| Donald J. TrumpFL | R | Buy | $50k–$100k | Mar 18, 26 | -0.9% |
| Donald J. TrumpFL | R | Buy | Unknown amount | May 12, 25 | +3.8% |
| Donald J. TrumpFL | R | Buy | Unknown amount | May 9, 25 | +3.8% |
| Donald J. TrumpFL | R | Buy | $50k–$50k | Jun 30, 25 | +3.8% |
| Julie JohnsonTX | D | Buy | $1k–$15k | Dec 18, 25 | -1.3% |
| Angus S King, Jr. | Buy | $1k–$15k | Jul 21, 25 | +9.5% | |
| John Boozman | Sell | $1k–$15k | Apr 15, 25 | +17.9% | |
| John Boozman | Sell | $1k–$15k | Feb 5, 25 | +28.1% | |
| John JamesMI | R | Buy | $1k–$15k | Sep 4, 24 | +37.7% |
| John JamesMI | R | Buy | $1k–$15k | Nov 10, 23 | +31.9% |
Hearing: EXAMINING COMPETITION IN AMERICA'S SKIES
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