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

13F holders, Q4 2024 (December 31)
3holders −1
0new positions
1sold out
$22.15avg. 13F price*

At the end of Q4 2024, 3 institutions reported holding Bank of America Corp. (bac F Perp 02) in their 13F filings, down 1 from Q3 2024. 0 opened new positions and 1 sold out. The largest holders were Atlas Wealth LLC ($12.9M), Tower Bridge Advisors ($2.3M) and Deroy & Devereaux Private Investment Counsel Inc. ($1.9M).

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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions0$0
Exits1$897K

All 13F filers, Q3 2024 → Q4 2024: 19,600 shares bought and 192,806 shares sold, net −173,206 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 3 holders

Atlas Wealth LLC — Reduce -20.4% 583,968 $12.9M
Tower Bridge Advisors — Reduce -2.8% 104,344 $2.3M
Deroy & Devereaux Private Investment Counsel Inc. — Add +29.6% 85,761 $1.9M

"% 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.