Bank of America Corp. (bac F Perp 01)Preferred / convertible

13F holders, Q1 2024 (March 31)
5holders
$22.05avg. 13F price*

At the end of Q1 2024, 5 institutions reported holding Bank of America Corp. (bac F Perp 01) in their 13F filings. The largest holders were Atlas Wealth LLC ($6.0M), Tower Bridge Advisors ($561K) and Wesbanco Bank Inc. ($314K).

Company
Bank of America Corp. (bac F Perp 01)
Filed as
BANK AMERICA COR 3 PFDPFD SER 1 (Q1 2024)
CUSIP
060505633
Latest filing quarter
Q2 2026

History

Number of 13F holders

012345 Q1 2024: 5Q1 2024Q2 2024: 4Q2 2024Q3 2024: 5Q3 2024Q4 2024: 4Q4 2024Q1 2025: 3Q1 2025Q2 2025: 3Q2 2025Q3 2025: 3Q3 2025Q4 2025: 3Q4 2025Q1 2026: 2Q1 2026Q2 2026: 1Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions2$24K
Exits0$0

Ownership 5 holders

Atlas Wealth LLC — Reduce -5.0% 270,203 $6.0M
Tower Bridge Advisors — Reduce -50.1% 25,450 $561K
Wesbanco Bank Inc. — No change 14,225 $314K
Clear Point Advisors Inc. — New 594 $13K
Resources Management Corp. /CT/ — New 500 $11K

"% of holder's portfolio" is BANK OF AMERICA CORP (BAC F PERP 01)'s weight in each manager's 13F, not the share of Bank of America Corp. (bac F Perp 01) the manager owns.