Bank of America Corp. (bac 5.875 Perp Hh)Preferred / convertible

13F holders, Q4 2024 (December 31)
3holders −1
0new positions
1sold out
$24.82avg. 13F price*

At the end of Q4 2024, 3 institutions reported holding Bank of America Corp. (bac 5.875 Perp Hh) in their 13F filings, down 1 from Q3 2024. 0 opened new positions and 1 sold out. The largest holders were ORG Partners LLC ($725K), Ethos Financial Group, LLC ($201K) and PNC Financial Services Group, Inc. ($20K).

Company
Bank of America Corp. (bac 5.875 Perp Hh)
Filed as
BANK AMERICA CORP (Q4 2024)
CUSIP
060505195
Latest filing quarter
Q2 2026

History

Number of 13F holders

0246 Q1 2024: 5Q1 2024Q2 2024: 3Q2 2024Q3 2024: 4Q3 2024Q4 2024: 3Q4 2024Q1 2025: 4Q1 2025Q2 2025: 3Q2 2025Q3 2025: 6Q3 2025Q4 2025: 5Q4 2025Q1 2026: 5Q1 2026Q2 2026: 4Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions0$0
Exits1$4K

All 13F filers, Q3 2024 → Q4 2024: 22,500 shares bought and 159 shares sold, net +22,341 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 3 holders

ORG Partners LLC — Add +330.6% 29,306 $725K
Ethos Financial Group, LLC — No change 8,000 $201K
PNC Financial Services Group, Inc. — Reduce -1.1% 809 $20K

"% of holder's portfolio" is BANK OF AMERICA CORP (BAC 5.875 PERP HH)'s weight in each manager's 13F, not the share of Bank of America Corp. (bac 5.875 Perp Hh) the manager owns.