Bank of America Corp. (bac 5.875 Perp Hh)Preferred / convertible
13F holders, Q3 2025 (September 30)6holders +3
3new positions
0sold out
$25.10avg. 13F price*
At the end of Q3 2025, 6 institutions reported holding Bank of America Corp. (bac 5.875 Perp Hh) in their 13F filings, up 3 from Q2 2025. 3 opened new positions and 0 sold out. The largest holders were ORG Partners LLC ($684K), Ethos Financial Group, LLC ($201K) and Towne Trust Company, N.A ($100K).
- Company
- Bank of America Corp. (bac 5.875 Perp Hh)
- Filed as
- BANK AMER CORP 5.875 NCM PFD (Q3 2025)
- CUSIP
- 060505195
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $351K |
| Exits | 0 | $0 |
All 13F filers, Q2 2025 → Q3 2025: 14,000 shares bought and 3,096 shares sold, net +10,904 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 6 holders
| ORG Partners LLC | — | Reduce -10.1% | 27,256 | $684K |
| Ethos Financial Group, LLC | — | New | 8,000 | $201K |
| Towne Trust Company, N.A | — | New | 4,000 | $100K |
| Lanark Financial, Inc. | — | No change | 2,037 | $51K |
| Estabrook Capital Management | — | New | 2,000 | $50K |
| PNC Financial Services Group, Inc. | — | Reduce -8.1% | 525 | $13K |
"% 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.