Bank of America Corp. (bac F Perp +4)Preferred / convertible
13F holders, Q1 2025 (March 31)5holders −1
0new positions
1sold out
$23.31avg. 13F price*
At the end of Q1 2025, 5 institutions reported holding Bank of America Corp. (bac F Perp +4) in their 13F filings, down 1 from Q4 2024. 0 opened new positions and 1 sold out. The largest holders were PNC Financial Services Group, Inc. ($5.2M), Mengis Capital Management, Inc. ($964K) and Ethos Financial Group, LLC ($925K).
- Company
- Bank of America Corp. (bac F Perp +4)
- Filed as
- BANK AMERICA COR 4 FLT PFD (Q1 2025)
- CUSIP
- 060505591
- 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 | $15K |
All 13F filers, Q4 2024 → Q1 2025: 2,586 shares sold, net −2,586 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| PNC Financial Services Group, Inc. | — | Reduce -0.3% | 223,606 | $5.2M |
| Mengis Capital Management, Inc. | — | Reduce -2.0% | 41,234 | $964K |
| Ethos Financial Group, LLC | — | No change | 40,443 | $925K |
| Atlas Wealth LLC | — | Reduce -4.7% | 8,747 | $205K |
| Estabrook Capital Management | — | No change | 400 | $9K |
"% of holder's portfolio" is BANK OF AMERICA CORP (BAC F PERP +4)'s weight in each manager's 13F, not the share of Bank of America Corp. (bac F Perp +4) the manager owns.