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

13F holders, Q3 2025 (September 30)
6holders −1
1new positions
2sold out
$25.26avg. 13F price*

At the end of Q3 2025, 6 institutions reported holding Bank of America Corp. (bac 6 Perp Gg) in their 13F filings, down 1 from Q2 2025. 1 opened new positions and 2 sold out. The largest holders were Cascades Capital Asset Management, LLC ($1.4M), Sterling Capital Management LLC ($334K) and Pinnacle Wealth Management Advisory Group, LLC ($202K).

Company
Bank of America Corp. (bac 6 Perp Gg)
Filed as
BANK AMERICA CORP 6 (Q3 2025)
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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions1$202K
Exits2$772K

All 13F filers, Q2 2025 → Q3 2025: 10,552 shares bought and 31,000 shares sold, net −20,448 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 6 holders

Cascades Capital Asset Management, LLC — Add +4.7% 56,798 $1.4M
Sterling Capital Management LLC — No change 13,231 $334K
Pinnacle Wealth Management Advisory Group, LLC — New 8,000 $202K
Lanark Financial, Inc. — Add +0.6% 4,655 $118K
PNC Financial Services Group, Inc. — No change 2,640 $67K
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.