Bank of America Corp. (bac 6 Perp Gg)Preferred / convertible
13F holders, Q4 2025 (December 31)7holders +1
1new positions
1sold out
$25.10avg. 13F price*
At the end of Q4 2025, 7 institutions reported holding Bank of America Corp. (bac 6 Perp Gg) in their 13F filings, up 1 from Q3 2025. 1 opened new positions and 1 sold out. The largest holders were Cascades Capital Asset Management, LLC ($1.5M), Whalerock Point Partners, LLC ($703K) and Sterling Capital Management LLC ($332K).
- Company
- Bank of America Corp. (bac 6 Perp Gg)
- Filed as
- BANK AMERICA CORP 6 (Q4 2025)
- CUSIP
- 060505229
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $703K |
| Exits | 1 | $202K |
All 13F filers, Q3 2025 → Q4 2025: 32,603 shares bought and 8,000 shares sold, net +24,603 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 7 holders
| Cascades Capital Asset Management, LLC | — | Add +8.1% | 61,374 | $1.5M |
| Whalerock Point Partners, LLC | — | New | 28,000 | $703K |
| Sterling Capital Management LLC | — | No change | 13,231 | $332K |
| Lanark Financial, Inc. | — | Add +0.6% | 4,682 | $118K |
| PNC Financial Services Group, Inc. | — | No change | 2,640 | $66K |
| Wellington-Altus USA Inc. | — | — | 2,633 | $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.