Bank of America Corp. (bac 6 Perp Gg)Preferred / convertible
13F holders, Q1 2025 (March 31)7holders −1
0new positions
1sold out
$24.92avg. 13F price*
At the end of Q1 2025, 7 institutions reported holding Bank of America Corp. (bac 6 Perp Gg) in their 13F filings, down 1 from Q4 2024. 0 opened new positions and 1 sold out. The largest holders were Cascades Capital Asset Management, LLC ($1.5M), Whalerock Point Partners, LLC ($697K) and Roanoke Asset Management Corp./ NY ($411K).
- Company
- Bank of America Corp. (bac 6 Perp Gg)
- Filed as
- BANK AMERICA CORP 6 (Q1 2025)
- CUSIP
- 060505229
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $201K |
All 13F filers, Q4 2024 → Q1 2025: 625 shares bought and 25,369 shares sold, net −24,744 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 7 holders
| Cascades Capital Asset Management, LLC | — | Reduce -2.6% | 60,337 | $1.5M |
| Whalerock Point Partners, LLC | — | No change | 28,000 | $697K |
| Roanoke Asset Management Corp./ NY | — | No change | 16,500 | $411K |
| Sterling Capital Management LLC | — | Reduce -54.4% | 13,231 | $330K |
| Westside Investment Management, Inc. | — | No change | 3,000 | $75K |
| PNC Financial Services Group, Inc. | — | Add +31.0% | 2,640 | $66K |
| 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.