Bank of America Corp. (bac F Perp 02)Preferred / convertible

13F holders, Q2 2026 (June 30)
3holders +1
0new positions
0sold out
$18.50avg. 13F price*

At the end of Q2 2026, 3 institutions reported holding Bank of America Corp. (bac F Perp 02) in their 13F filings, up 1 from Q1 2026. 0 opened new positions and 0 sold out. The largest holders were Atlas Wealth LLC ($11.3M), Deroy & Devereaux Private Investment Counsel Inc. ($1.8M) and Vima LLC ($29K).

Company
Bank of America Corp. (bac F Perp 02)
Filed as
BANK AMER CORP DEP SHS REPSTG 1/1200TH PFD SER 2 (Q2 2026)
CUSIP
060505625
Latest filing quarter
Q2 2026

History

Number of 13F holders

01234 Q1 2024: 4Q1 2024Q2 2024: 4Q2 2024Q3 2024: 4Q3 2024Q4 2024: 3Q4 2024Q1 2025: 3Q1 2025Q2 2025: 3Q2 2025Q3 2025: 3Q3 2025Q4 2025: 3Q4 2025Q1 2026: 2Q1 2026Q2 2026: 3Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions0$0
Exits0$0

All 13F filers, Q1 2026 → Q2 2026: 23,979 shares sold, net −23,979 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 3 holders

Atlas Wealth LLC — Reduce -3.8% 613,012 $11.3M
Deroy & Devereaux Private Investment Counsel Inc. — No change 96,918 $1.8M
Vima LLC — — 1,559 $29K

"% of holder's portfolio" is BANK OF AMERICA CORP (BAC F PERP 02)'s weight in each manager's 13F, not the share of Bank of America Corp. (bac F Perp 02) the manager owns.