Bank of America Corp. (bac 6 Perp Gg)Preferred / convertible
13F holders, Q2 2026 (June 30)7holders +1
1new positions
0sold out
$25.00avg. 13F price*
At the end of Q2 2026, 7 institutions reported holding Bank of America Corp. (bac 6 Perp Gg) in their 13F filings, up 1 from Q1 2026. 1 opened new positions and 0 sold out. The largest holders were Cascades Capital Asset Management, LLC ($915K), Whalerock Point Partners, LLC ($700K) and Sterling Capital Management LLC ($331K).
- Company
- Bank of America Corp. (bac 6 Perp Gg)
- CUSIP
- 060505229
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $230K |
| Exits | 0 | $0 |
All 13F filers, Q1 2026 → Q2 2026: 9,212 shares bought and 14,919 shares sold, net −5,707 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 7 holders
| Cascades Capital Asset Management, LLC | — | Reduce -29.0% | 36,580 | $915K |
| Whalerock Point Partners, LLC | — | No change | 28,000 | $700K |
| Sterling Capital Management LLC | — | No change | 13,231 | $331K |
| Pinnacle Wealth Management Advisory Group, LLC | — | New | 9,212 | $230K |
| PNC Financial Services Group, Inc. | — | No change | 2,640 | $66K |
| Wellington-Altus USA Inc. | — | No change | 2,633 | $65K |
| Archer Investment Corp | — | No change | 400 | $10K |
"% of holder's portfolio" is BANK OF AMERICA CORP (BAC 6 PERP GG)'s weight in each manager's 13F, not the share of Bank of America Corp. (bac 6 Perp Gg) the manager owns.