Bank of America Corp. (bac 7.25 Perp L)Preferred / convertible
13F holders, Q2 2026 (June 30)266holders −2
14new positions
15sold out
$313.29avg. 13F price*
At the end of Q2 2026, 266 institutions reported holding Bank of America Corp. (bac 7.25 Perp L) in their 13F filings, down 2 from Q1 2026. 14 opened new positions and 15 sold out. The largest holders were Voya Investment Management LLC ($283.7M), BlackRock, Inc. ($199.2M) and Advent Capital Management ($183.9M).
- Company
- Bank of America Corp. (bac 7.25 Perp L)
- CUSIP
- 060505682
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $59.1M |
| Exits | 15 | $18.9M |
All 13F filers, Q1 2026 → Q2 2026: 1,062,501 shares bought and 106,600 shares sold, net +955,901 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 266 holders
| Voya Investment Management LLC | — | Reduce -7.5% | 226,135 | $283.7M |
| BlackRock, Inc. | — | Reduce -1.4% | 158,772 | $199.2M |
| Advent Capital Management | — | Reduce -1.9% | 146,276 | $183.9M |
| Camden Asset Management L P | — | Add +10.6% | 79,488 | $99.7M |
| Victory Capital Management Inc. | — | Add +4.1% | 72,897 | $91.4M |
| Two Sigma Investments, LP | — | Reduce -26.1% | 69,772 | $87.5M |
| Hudson Bay Capital Management LP | — | Add +77.8% | 64,368 | $80.7M |
| Ameriprise Financial Inc. | — | Reduce -0.3% | 57,333 | $71.9M |
| CSS LLC | — | Add +388.4% | 50,372 | $63.3M |
| State Street Corp. | — | Add +14.6% | 46,356 | $58.1M |
| American Century Companies Inc. | — | Reduce -0.5% | 42,898 | $53.9M |
| Morgan Stanley | — | Reduce -2.3% | 38,878 | $48.8M |
| Zazove Associates LLC | — | Add +0.7% | 35,925 | $45.1M |
| Walleye Capital LLC | — | New | 32,281 | $40.6M |
| FMR LLC | — | Reduce -4.6% | 32,206 | $40.4M |
| Manufacturers Life Insurance Company, The | — | Reduce -30.5% | 30,108 | $37.8M |
| First Eagle Investment Management, LLC | — | No change | 29,641 | $37.2M |
| Wells Fargo & Company | — | Add +50.0% | 28,746 | $36.1M |
| Calamos Advisors LLC | — | Reduce -1.7% | 27,725 | $34.8M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | — | Add +0.4% | 27,245 | $34.2M |
| Advisors Capital Management, LLC | — | Add +8.8% | 27,022 | $33.9M |
| Nuveen, LLC | — | Reduce -2.2% | 26,344 | $33.0M |
| UBS Group AG | — | Add +29.2% | 22,715 | $28.5M |
| MacKay Shields LLC | — | Reduce -0.3% | 20,806 | $26.1M |
| Ssi Investment Management LLC | — | Add +2.0% | 16,643 | $20.9M |
| Villere St Denis J & Co. LLC | — | Reduce -11.2% | 16,522 | $20.7M |
| Pier 88 Investment Partners LLC | — | Add +19.0% | 16,253 | $20.4M |
| Everett Harris & Co. | — | Reduce -0.8% | 14,115 | $17.7M |
| Focus Partners Wealth | — | Reduce -0.8% | 13,149 | $16.5M |
| JPMorgan Chase & Co. | — | Add +8.6% | 13,062 | $15.6M |
| Phraction Management LLC | — | Reduce -0.6% | 12,158 | $15.3M |
| Lombard Odier Asset Management (Europe) Ltd | — | New | 11,317 | $14.2M |
| Franklin Resources Inc. | — | Reduce -3.5% | 10,899 | $13.7M |
| Invesco Ltd. | — | Reduce -47.8% | 9,606 | $12.1M |
| New England Asset Management Inc. | — | No change | 9,435 | $11.8M |
| LPL Financial LLC | — | Add +2.6% | 8,530 | $10.7M |
| Rational Advisors, Inc. | — | No change | 8,048 | $10.1M |
| Skaana Management L.P. | — | Reduce -13.9% | 7,592 | $9.4M |
| Conning Inc. | — | No change | 7,235 | $9.1M |
| Raymond James Financial Inc. | — | Reduce -0.8% | 7,044 | $8.8M |
| RB Capital Management, LLC | — | Reduce -2.7% | 6,870 | $8.6M |
| Bank of America Corp. | — | Add +5.1% | 6,712 | $8.4M |
| Xcel Wealth Management, LLC | — | Add +13.0% | 6,620 | $8.2M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | — | Add +22.0% | 6,334 | $7.9M |
| Stratos Wealth Partners, LTD. | — | Add +0.8% | 6,284 | $7.9M |
| Nomura Holdings Inc. | — | Reduce -12.9% | 6,250 | $7.8M |
| Russell Investments Group, Ltd. | — | Add +19.9% | 5,419,000 | $6.8M |
| Whalerock Point Partners, LLC | — | Reduce -2.9% | 5,152 | $6.5M |
| Ameritas Advisory Services, LLC | — | Add +31.4% | 5,044 | $6.3M |
| Epiq Partners, LLC | — | Add +0.0% | 4,978 | $6.2M |
| Hudson Capital Management LLC | — | Add +1.7% | 4,954 | $6.2M |
| Cutler Capital Management, LLC | — | Add +46.2% | 4,905 | $6.2M |
| Cannell & Spears LLC | — | Reduce -0.7% | 4,720 | $5.9M |
| Alliancebernstein L.P. | — | Reduce -36.1% | 4,959 | $5.9M |
| Aequim Alternative Investments LP | — | No change | 4,279 | $5.4M |
| Laffer Tengler Investments, Inc. | — | Add +1.9% | 4,294 | $5.4M |
| Stifel Financial Corp. | — | Reduce -24.6% | 3,864 | $4.8M |
| Peloton Wealth Strategists | — | Add +0.1% | 3,650 | $4.6M |
| Seven Springs Wealth Group, LLC | — | Add +7.9% | 3,644 | $4.6M |
| Wellington Management Group LLP | — | Reduce -30.5% | 3,477 | $4.4M |
| Kestra Advisory Services, LLC | — | Reduce -3.7% | 3,178 | $4.0M |
| Susquehanna International Group, LLP | — | Add +47.9% | 3,040 | $3.8M |
| Palisade Capital Management, LP | — | Reduce -20.1% | 3,024 | $3.8M |
| Wolverine Asset Management LLC | — | No change | 2,792 | $3.5M |
| Lake Street Private Wealth, LLC | — | Reduce -3.3% | 2,780 | $3.5M |
| Agf Management Ltd. | — | No change | 2,500 | $3.1M |
| Mariner, LLC | — | Add +0.9% | 2,466 | $3.1M |
| Marathon Trading Investment Management LLC | — | No change | 2,464 | $3.1M |
| KCM Investment Advisors LLC | — | Reduce -0.2% | 2,326 | $2.9M |
| Neuberger Berman Group LLC | — | Reduce -6.3% | 2,286 | $2.9M |
| AEGON USA Investment Management, LLC | — | No change | 2,248 | $2.8M |
| Founders Capital Management, LLC | — | Reduce -0.1% | 2,217 | $2.8M |
| Montag A & Associates Inc. | — | No change | 2,157 | $2.7M |
| LexAurum Advisors, LLC | — | Reduce -0.1% | 2,130 | $2.7M |
| Alexander Labrunerie & Co., Inc. | — | Reduce -2.0% | 2,021 | $2.5M |
| Private Wealth Partners, LLC | — | No change | 2,000 | $2.5M |
| Snowden Capital Advisors LLC | — | Reduce -0.2% | 1,962 | $2.5M |
| Uniplan Investment Counsel, Inc. | — | Reduce -5.2% | 1,816 | $2.3M |
| Envestnet Asset Management Inc. | — | Add +2.6% | 1,750 | $2.2M |
| Shrier Wealth Management, LLC | — | Reduce -1.1% | 1,713 | $2.1M |
| Captrust Financial Advisors | — | Reduce -20.6% | 1,705 | $2.1M |
| HRT Financial LP | — | Add +268.9% | 1,649 | $2.1M |
| Schroder Investment Management Group | — | No change | 1,575 | $2.0M |
| Summitry LLC | — | Reduce -0.1% | 1,551 | $1.9M |
| Edgemoor Investment Advisors, Inc. | — | Reduce -3.2% | 1,519 | $1.9M |
| Curi Capital, LLC | — | Reduce -0.5% | 1,494 | $1.9M |
| Commonwealth Equity Services, LLC | — | Add +22.6% | 1,409 | $1.8M |
| Diversify Advisory Services, LLC | — | Add +9.7% | 1,329 | $1.7M |
| Diversify Wealth Management, LLC | — | Add +6.8% | 1,329 | $1.7M |
| Cambridge Investment Research Advisors, Inc. | — | Reduce -1.4% | 1,299 | $1.6M |
| Union Bancaire Privee, UBP SA | — | No change | 1,415 | $1.5M |
| Apella Capital, LLC | — | Reduce -1.2% | 1,190 | $1.5M |
| Warberg Asset Management LLC | — | Reduce -21.3% | 1,180 | $1.5M |
| Huntington National Bank | — | No change | 1,136 | $1.4M |
| Cove Private Wealth, LLC | — | Add +0.3% | 1,118 | $1.4M |
| Magnus Financial Group LLC | — | No change | 1,109 | $1.4M |
| IMA Advisory Services, Inc. | — | New | 1,111 | $1.4M |
| Goldman Sachs Group Inc. | — | No change | 1,088 | $1.4M |
| Osaic Holdings, Inc. | — | Add +13.6% | 1,069 | $1.3M |
| Schnieders Capital Management, Llc. | — | No change | 1,064 | $1.3M |
"% of holder's portfolio" is BANK OF AMERICA CORP (BAC 7.25 PERP L)'s weight in each manager's 13F, not the share of Bank of America Corp. (bac 7.25 Perp L) the manager owns.