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

13F holders, Q4 2025 (December 31)
3holders
0new positions
0sold out
$18.46avg. 13F price*

At the end of Q4 2025, 3 institutions reported holding Bank of America Corp. (bac F Perp 02) in their 13F filings, unchanged from Q3 2025. 0 opened new positions and 0 sold out. The largest holders were Atlas Wealth LLC ($10.9M), Deroy & Devereaux Private Investment Counsel Inc. ($1.8M) and Tower Bridge Advisors ($1.6M).

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 2025 → Q4 2025

InstitutionsTotal Value
New Positions0$0
Exits0$0

All 13F filers, Q3 2025 → Q4 2025: 18,318 shares bought and 9,662 shares sold, net +8,656 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 3 holders

Atlas Wealth LLC — Add +2.0% 593,130 $10.9M
Deroy & Devereaux Private Investment Counsel Inc. — Add +7.1% 96,418 $1.8M
Tower Bridge Advisors — Reduce -10.1% 86,222 $1.6M

"% 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.