Bank of America Corp. (bac F Perp +5)Preferred / convertible

13F holders, Q2 2024 (June 30)
3holders
1new positions
0sold out
$22.40avg. 13F price*

At the end of Q2 2024, 3 institutions reported holding Bank of America Corp. (bac F Perp +5) in their 13F filings, unchanged from Q1 2024. 1 opened new positions and 0 sold out. The largest holders were Atlas Wealth LLC ($1.5M), PNC Financial Services Group, Inc. ($382K) and Arlington Trust Co LLC ($155K).

Company
Bank of America Corp. (bac F Perp +5)
Filed as
BANK AMER (Q2 2024)
CUSIP
060505583
Latest filing quarter
Q2 2026

History

Number of 13F holders

0123 Q1 2024: 3Q1 2024Q2 2024: 3Q2 2024Q3 2024: 3Q3 2024Q4 2024: 3Q4 2024Q1 2025: 1Q1 2025Q2 2025: 1Q2 2025Q3 2025: 1Q3 2025Q4 2025: 2Q4 2025Q1 2026: 2Q1 2026Q2 2026: 2Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions1$155K
Exits0$0

All 13F filers, Q1 2024 → Q2 2024: 11,733 shares bought, net +11,733 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 3 holders

Atlas Wealth LLC — Add +1.5% 64,737 $1.5M
PNC Financial Services Group, Inc. — Add +28.3% 17,225 $382K
Arlington Trust Co LLC — New 7,000 $155K

"% of holder's portfolio" is BANK OF AMERICA CORP (BAC F PERP +5)'s weight in each manager's 13F, not the share of Bank of America Corp. (bac F Perp +5) the manager owns.