Bank of America Corp. (bac 6 Perp Gg)Preferred / convertible
13F holders, Q3 2024 (September 30)9holders +2
2new positions
2sold out
$25.17avg. 13F price*
At the end of Q3 2024, 9 institutions reported holding Bank of America Corp. (bac 6 Perp Gg) in their 13F filings, up 2 from Q2 2024. 2 opened new positions and 2 sold out. The largest holders were Cascades Capital Asset Management, LLC ($1.6M), Sterling Capital Management LLC ($731K) and Whalerock Point Partners, LLC ($705K).
- Company
- Bank of America Corp. (bac 6 Perp Gg)
- Filed as
- BAC corp preferred (Q3 2024)
- CUSIP
- 060505229
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $906K |
| Exits | 2 | $416K |
All 13F filers, Q2 2024 → Q3 2024: 36,000 shares bought and 16,676 shares sold, net +19,324 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 9 holders
| Cascades Capital Asset Management, LLC | — | — | 62,900 | $1.6M |
| Sterling Capital Management LLC | — | — | 29,000 | $731K |
| Whalerock Point Partners, LLC | — | New | 28,000 | $705K |
| Roanoke Asset Management Corp./ NY | — | No change | 19,000 | $478K |
| Pinnacle Wealth Management Advisory Group, LLC | — | New | 8,000 | $201K |
| Westside Investment Management, Inc. | — | No change | 3,000 | $75K |
| 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 |
"% 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.