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

13F holders, Q1 2024 (March 31)
4holders
$21.20avg. 13F price*

At the end of Q1 2024, 4 institutions reported holding Bank of America Corp. (bac F Perp 02) in their 13F filings. The largest holders were Atlas Wealth LLC ($16.3M), Tower Bridge Advisors ($2.8M) and Deroy & Devereaux Private Investment Counsel Inc. ($1.2M).

Company
Bank of America Corp. (bac F Perp 02)
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 2024

InstitutionsTotal Value
New Positions1$1.2M
Exits0$0

Ownership 4 holders

Atlas Wealth LLC — Reduce -5.3% 768,026 $16.3M
Tower Bridge Advisors — Reduce -36.9% 133,215 $2.8M
Deroy & Devereaux Private Investment Counsel Inc. — New 54,461 $1.2M
Hilton Capital Management, LLC — No change 39,700 $842K

"% 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.