Bank of America Corp. (bac 6 Perp Gg)Preferred / convertible
13F holders, Q2 2025 (June 30)7holders
1new positions
0sold out
$24.90avg. 13F price*
At the end of Q2 2025, 7 institutions reported holding Bank of America Corp. (bac 6 Perp Gg) in their 13F filings, unchanged from Q1 2025. 1 opened new positions and 0 sold out. The largest holders were Cascades Capital Asset Management, LLC ($1.4M), Whalerock Point Partners, LLC ($697K) and Sterling Capital Management LLC ($330K).
- Company
- Bank of America Corp. (bac 6 Perp Gg)
- Filed as
- BANK AMERICA CORP 6 (Q2 2025)
- CUSIP
- 060505229
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $115K |
| Exits | 0 | $0 |
All 13F filers, Q1 2025 → Q2 2025: 4,628 shares bought and 6,064 shares sold, net −1,436 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 7 holders
| Cascades Capital Asset Management, LLC | — | Reduce -10.1% | 54,273 | $1.4M |
| Whalerock Point Partners, LLC | — | No change | 28,000 | $697K |
| Sterling Capital Management LLC | — | No change | 13,231 | $330K |
| Lanark Financial, Inc. | — | New | 4,628 | $115K |
| Westside Investment Management, Inc. | — | No change | 3,000 | $76K |
| PNC Financial Services Group, Inc. | — | No change | 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.