Bank of America Corp. (bac 7.25 Perp L)Preferred / convertible
13F holders, Q1 2025 (March 31)260holders +2
18new positions
15sold out
$302.19avg. 13F price*
At the end of Q1 2025, 260 institutions reported holding Bank of America Corp. (bac 7.25 Perp L) in their 13F filings, up 2 from Q4 2024. 18 opened new positions and 15 sold out. The largest holders were Voya Investment Management LLC ($362.4M), Advent Capital Management ($214.9M) and BlackRock, Inc. ($188.7M).
- Company
- Bank of America Corp. (bac 7.25 Perp L)
- Filed as
- BANK AMERICA CORP (Q1 2025)
- CUSIP
- 060505682
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $8.1M |
| Exits | 15 | $31.5M |
All 13F filers, Q4 2024 → Q1 2025: 45,194 shares bought and 294,738 shares sold, net −249,544 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 260 holders
| Voya Investment Management LLC | — | Reduce -1.7% | 293,535 | $362.4M |
| Advent Capital Management | — | Reduce -0.6% | 173,455 | $214.9M |
| BlackRock, Inc. | — | Reduce -1.5% | 152,838 | $188.7M |
| First Trust Advisors LP | — | Add +2.0% | 101,942 | $125.9M |
| Camden Asset Management L P | — | Add +11.5% | 76,010 | $94.0M |
| Victory Capital Management Inc. | — | Add +2.3% | 74,394 | $91.8M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | — | Reduce -0.4% | 57,703 | $71.2M |
| Stonebridge Advisors LLC | — | Reduce -0.1% | 48,293 | $59.6M |
| State Street Corp. | — | Reduce -6.7% | 46,313 | $57.1M |
| American Century Companies Inc. | — | Add +0.6% | 43,823 | $54.3M |
| Manufacturers Life Insurance Company, The | — | Add +0.6% | 42,735 | $53.0M |
| Ameriprise Financial Inc. | — | Add +5.2% | 40,302 | $49.8M |
| FMR LLC | — | Reduce -2.8% | 38,168 | $47.2M |
| Morgan Stanley | — | Add +1.4% | 36,376 | $44.9M |
| Nuveen, LLC | — | — | 34,483 | $42.6M |
| MacKay Shields LLC | — | Reduce -0.0% | 29,951 | $37.1M |
| Calamos Advisors LLC | — | Reduce -0.1% | 28,264 | $34.9M |
| First Eagle Investment Management, LLC | — | No change | 24,541 | $30.3M |
| Wells Fargo & Company | — | Add +6.0% | 22,641 | $28.0M |
| Pier 88 Investment Partners LLC | — | Add +1.9% | 21,133 | $26.1M |
| Villere St Denis J & Co. LLC | — | Reduce -1.7% | 19,810 | $24.5M |
| Invesco Ltd. | — | No change | 17,800 | $22.0M |
| JPMorgan Chase & Co. | — | Reduce -8.4% | 17,278 | $21.3M |
| Ssi Investment Management LLC | — | Reduce -1.0% | 16,403 | $20.3M |
| New York State Common Retirement Fund | — | No change | 16,097 | $19.9M |
| Advisors Capital Management, LLC | — | Add +63.6% | 15,467 | $19.1M |
| Everett Harris & Co. | — | Reduce -0.3% | 15,219 | $18.8M |
| Focus Partners Wealth | — | Reduce -4.6% | 14,821 | $18.3M |
| Captrust Financial Advisors | — | Add +3.6% | 12,425 | $15.3M |
| UBS Group AG | — | Add +103.2% | 12,365 | $15.3M |
| Phraction Management LLC | — | No change | 11,210 | $13.8M |
| Franklin Resources Inc. | — | Add +30.0% | 10,255 | $12.7M |
| New England Asset Management Inc. | — | No change | 9,435 | $11.6M |
| Alliancebernstein L.P. | — | Reduce -12.1% | 9,111 | $11.2M |
| LPL Financial LLC | — | Reduce -21.4% | 7,651 | $9.4M |
| Rational Advisors, Inc. | — | Add +5.5% | 7,648 | $9.4M |
| Raymond James Financial Inc. | — | Add +2.1% | 6,700 | $8.3M |
| RB Capital Management, LLC | — | Reduce -0.2% | 6,674 | $8.2M |
| Citigroup Inc. | — | Add +5.9% | 6,566 | $8.1M |
| Conning Inc. | — | No change | 6,235 | $7.7M |
| Stratos Wealth Partners, LTD. | — | Reduce -1.7% | 6,172 | $7.6M |
| Russell Investments Group, Ltd. | — | Reduce -3.5% | 5,515,000 | $6.8M |
| Stifel Financial Corp. | — | Reduce -9.4% | 4,908 | $6.1M |
| Epiq Partners, LLC | — | Add +4.4% | 4,753 | $5.9M |
| Hudson Capital Management LLC | — | Add +0.5% | 4,592 | $5.7M |
| Palisade Capital Management, LP | — | Reduce -0.7% | 4,584 | $5.6M |
| Lazard Asset Management LLC | — | Reduce -4.7% | 4,503 | $5.6M |
| Bank of America Corp. | — | Add +5.9% | 4,251 | $5.2M |
| Oppenheimer & Co. Inc. | — | Reduce -7.5% | 4,226 | $5.2M |
| Kestra Advisory Services, LLC | — | Reduce -0.8% | 3,563 | $4.4M |
| Envestnet Asset Management Inc. | — | Add +26.4% | 3,529 | $4.4M |
| Agf Management Ltd. | — | No change | 3,500 | $4.3M |
| Laffer Tengler Investments, Inc. | — | Add +0.3% | 3,369 | $4.1M |
| Peloton Wealth Strategists | — | Reduce -1.6% | 3,343 | $4.1M |
| Commonwealth Equity Services, LLC | — | Add +1.8% | 3,287 | $4.1M |
| Wolverine Asset Management LLC | — | No change | 3,225 | $4.0M |
| Lake Street Private Wealth, LLC | — | Add +1.2% | 3,055 | $3.8M |
| JRM Investment Counsel, LLC | — | Reduce -44.4% | 2,976 | $3.7M |
| Whalerock Point Partners, LLC | — | Add +2.8% | 2,950 | $3.6M |
| Montag A & Associates Inc. | — | Reduce -5.9% | 2,829 | $3.5M |
| Neuberger Berman Group LLC | — | Reduce -5.1% | 2,638 | $3.3M |
| Seven Springs Wealth Group, LLC | — | Reduce -9.2% | 2,478 | $3.1M |
| AEGON USA Investment Management, LLC | — | Reduce -2.2% | 2,488 | $3.1M |
| Marathon Trading Investment Management LLC | — | No change | 2,464 | $3.0M |
| Mariner, LLC | — | Reduce -3.8% | 2,372 | $2.9M |
| KCM Investment Advisors LLC | — | Add +4.5% | 2,362 | $2.9M |
| Founders Capital Management, LLC | — | Reduce -0.7% | 2,357 | $2.9M |
| Goldman Sachs Group Inc. | — | Add +3.4% | 2,295 | $2.8M |
| LexAurum Advisors, LLC | — | Add +0.9% | 2,271 | $2.8M |
| Alexander Labrunerie & Co., Inc. | — | Reduce -0.4% | 2,247 | $2.8M |
| Wellington Management Group LLP | — | Reduce -71.5% | 2,222 | $2.7M |
| Uniplan Investment Counsel, Inc. | — | Reduce -93.6% | 2,189 | $2.7M |
| Xcel Wealth Management, LLC | — | Add +0.5% | 2,148 | $2.7M |
| Private Wealth Partners, LLC | — | New | 1,942 | $2.4M |
| Susquehanna International Group, LLP | — | Reduce -48.4% | 1,920 | $2.4M |
| Icon Advisers Inc. | — | Reduce -38.6% | 1,799 | $2.2M |
| Summitry LLC | — | Reduce -2.1% | 1,702 | $2.1M |
| Apollon Financial, LLC | — | No change | 1,622 | $2.0M |
| Snowden Capital Advisors LLC | — | Add +2.6% | 1,615 | $2.0M |
| Edgemoor Investment Advisors, Inc. | — | Reduce -0.9% | 1,599 | $2.0M |
| Cove Private Wealth, LLC | — | No change | 1,550 | $1.9M |
| Truist Financial Corp. | — | Add +21.4% | 1,525 | $1.9M |
| Sei Investments Co. | — | Add +2.0% | 1,391 | $1.7M |
| Magnus Financial Group LLC | — | Add +12.2% | 1,361 | $1.7M |
| Union Bancaire Privee, UBP SA | — | New | 1,480 | $1.7M |
| Curi Capital, LLC | — | No change | 1,318 | $1.6M |
| Cambridge Investment Research Advisors, Inc. | — | Add +8.0% | 1,306 | $1.6M |
| JT Stratford LLC | — | Add +46.6% | 1,268 | $1.6M |
| Scotia Capital Inc. | — | Reduce -18.0% | 1,221 | $1.5M |
| Marathon Capital Management | — | Reduce -2.5% | 1,163 | $1.4M |
| Osaic Holdings, Inc. | — | Add +3.6% | 1,109 | $1.4M |
| Schroder Investment Management Group | — | Reduce -18.3% | 1,096 | $1.3M |
| Schnieders Capital Management LLC | — | Reduce -4.5% | 1,064 | $1.3M |
| Vestmark Advisory Solutions, Inc. | — | Add +99.6% | 1,038 | $1.3M |
| Coordinated Financial Services, Inc. | — | — | 1,036 | $1.3M |
| Pinnacle Holdings, LLC | — | Reduce -0.9% | 1,022 | $1.3M |
| Dorsey & Whitney Trust CO LLC | — | New | 1,011 | $1.2M |
| Dana Investment Advisors, Inc. | — | No change | 932 | $1.2M |
| Spectrum Asset Management, Inc. | — | No change | 897 | $1.1M |
| HighTower Advisors, LLC | — | Add +18.0% | 880 | $1.1M |
"% 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.