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

13F holders, Q2 2025 (June 30)
3holders
0new positions
0sold out
$20.16avg. 13F price*

At the end of Q2 2025, 3 institutions reported holding Bank of America Corp. (bac F Perp 02) in their 13F filings, unchanged from Q1 2025. 0 opened new positions and 0 sold out. The largest holders were Atlas Wealth LLC ($11.7M), Tower Bridge Advisors ($1.9M) and Deroy & Devereaux Private Investment Counsel Inc. ($1.7M).

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 2025 → Q2 2025

InstitutionsTotal Value
New Positions0$0
Exits0$0

All 13F filers, Q1 2025 → Q2 2025: 10,110 shares bought and 10,160 shares sold, net −50 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 3 holders

Atlas Wealth LLC — Add +1.8% 576,779 $11.7M
Tower Bridge Advisors — Reduce -9.8% 94,020 $1.9M
Deroy & Devereaux Private Investment Counsel Inc. — No change 85,761 $1.7M

"% 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.