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

13F holders, Q2 2024 (June 30)
4holders −1
1new positions
2sold out
$22.66avg. 13F price*

At the end of Q2 2024, 4 institutions reported holding Bank of America Corp. (bac F Perp 01) in their 13F filings, down 1 from Q1 2024. 1 opened new positions and 2 sold out. The largest holders were Atlas Wealth LLC ($5.9M), Tower Bridge Advisors ($579K) and Wesbanco Bank Inc. ($301K).

Company
Bank of America Corp. (bac F Perp 01)
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 → Q2 2024

InstitutionsTotal Value
New Positions1$17K
Exits2$24K

All 13F filers, Q1 2024 → Q2 2024: 750 shares bought and 13,664 shares sold, net −12,914 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 4 holders

Atlas Wealth LLC — Reduce -4.3% 258,633 $5.9M
Tower Bridge Advisors — No change 25,450 $579K
Wesbanco Bank Inc. — Reduce -7.0% 13,225 $301K
Arlington Trust Co LLC — New 750 $17K

"% 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.