Bank of America Corp. (bac 6 Perp Gg)Preferred / convertible

13F holders, Q1 2024 (March 31)
10holders
$25.12avg. 13F price*

At the end of Q1 2024, 10 institutions reported holding Bank of America Corp. (bac 6 Perp Gg) in their 13F filings. The largest holders were Whalerock Point Partners, LLC ($703K), Roanoke Asset Management Corp./ NY ($477K) and Silvercrest Asset Management Group LLC ($416K).

Company
Bank of America Corp. (bac 6 Perp Gg)
Filed as
BANK AMERICA COR 6 PFDPFD SER GG (Q1 2024)
CUSIP
060505229
Latest filing quarter
Q2 2026

History

Number of 13F holders

0246810 Q1 2024: 10Q1 2024Q2 2024: 7Q2 2024Q3 2024: 9Q3 2024Q4 2024: 8Q4 2024Q1 2025: 7Q1 2025Q2 2025: 7Q2 2025Q3 2025: 6Q3 2025Q4 2025: 7Q4 2025Q1 2026: 6Q1 2026Q2 2026: 7Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions3$1.3M
Exits1$25K

Ownership 10 holders

Whalerock Point Partners, LLC — New 28,000 $703K
Roanoke Asset Management Corp./ NY — No change 19,000 $477K
Silvercrest Asset Management Group LLC — New 16,550 $416K
Sierra Capital LLC — No change 9,984 $251K
Pinnacle Wealth Management Advisory Group, LLC — New 8,000 $201K
Westside Investment Management, Inc. — No change 3,000 $76K
PNC Financial Services Group, Inc. — No change 2,015 $51K
Towne Trust Company, N.A — No change 1,000 $25K
Archer Investment Corp — No change 400 $10K
Tucker Asset Management LLC — No change 126 $3K

"% 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.