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 moderate signals.
🇺🇸United States52EARLYView United States risk detail →🏦Financials100NEUTRAL| Ticker | Company | Score | Gap | Signal Δ | Action |
|---|---|---|---|---|---|
| MELI | MercadoLibre | 90 | -14% | ↓95% | AVOID |
| VIV | Telefonica Brasil (Vivo) | 90 | +8% | ↓95% | ENTRY |
| UBS | UBS Group AG | 90 | +17% | ↓95% | ENTRY |
| CIB | Bancolombia S.A. | 90 | +9% | ↓95% | NEUTRAL |
| DB | Deutsche Bank AG | 90 | -13% | ↓95% | AVOID |
| SAN | Banco Santander SA | 90 | +16% | ↓95% | ENTRY |
| KB | KB Financial Group Inc. | 90 | +17% | ↓95% | ENTRY |
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
[Senate Hearing 119-250] [From the U.S. Government Publishing Office] S. Hrg. 119-250 TRUMP'S REGULATORY ROLLBACK: SAVING AMERICANS $907 BILLION AND COUNTING ======================================================================= HEARING BEFORE THE COMMITTEE ON SMALL BUSINESS AND ENTREPRENE…
[House Hearing, 119 Congress] [From the U.S. Government Publishing Office] ADVANCING AMERICA'S AI ACTION PLAN ======================================================================= HEARING BEFORE THE SUBCOMMITTEE ON RESEARCH AND TECHNOLOGY OF THE COMMITTEE ON SCIENCE, SPACE, AND TECHNOLOGY …
| Politician | Party | Type | Amount | Trade Date | Return |
|---|---|---|---|---|---|
| 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% |