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

13F holders, Q4 2024 (December 31)
8holders −1
0new positions
1sold out
$25.18avg. 13F price*

At the end of Q4 2024, 8 institutions reported holding Bank of America Corp. (bac 6 Perp Gg) in their 13F filings, down 1 from Q3 2024. 0 opened new positions and 1 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
BANK AMERICA CORP 6 (Q4 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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions0$0
Exits1$25K

All 13F filers, Q3 2024 → Q4 2024: 4,463 shares sold, net −4,463 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 8 holders

Cascades Capital Asset Management, LLC — Reduce -1.5% 61,937 $1.6M
Sterling Capital Management LLC — No change 29,000 $731K
Whalerock Point Partners, LLC — No change 28,000 $705K
Roanoke Asset Management Corp./ NY — Reduce -13.2% 16,500 $415K
Pinnacle Wealth Management Advisory Group, LLC — No change 8,000 $201K
Westside Investment Management, Inc. — No change 3,000 $76K
PNC Financial Services Group, Inc. — No change 2,015 $51K
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.