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

13F holders, Q3 2024 (September 30)
5holders +1
1new positions
0sold out
$22.79avg. 13F price*

At the end of Q3 2024, 5 institutions reported holding Bank of America Corp. (bac F Perp 01) in their 13F filings, up 1 from Q2 2024. 1 opened new positions and 0 sold out. The largest holders were Atlas Wealth LLC ($5.7M), Tower Bridge Advisors ($631K) 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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions1$28K
Exits0$0

All 13F filers, Q2 2024 → Q3 2024: 3,495 shares bought and 8,014 shares sold, net −4,519 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 5 holders

Atlas Wealth LLC — Reduce -3.1% 250,619 $5.7M
Tower Bridge Advisors — Add +8.8% 27,700 $631K
Wesbanco Bank Inc. — No change 13,225 $301K
Eagle Bay Advisors LLC — New 1,245 $28K
Arlington Trust Co LLC — No change 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.