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

0100200300 Q1 2024: 242Q1 2024Q2 2024: 258Q2 2024Q3 2024: 263Q3 2024Q4 2024: 258Q4 2024Q1 2025: 260Q1 2025Q2 2025: 265Q2 2025Q3 2025: 259Q3 2025Q4 2025: 257Q4 2025Q1 2026: 268Q1 2026Q2 2026: 266Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions18$8.1M
Exits15$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
Tamar Securities, LLC — Reduce -2.2% 878 $1.1M
Janney Montgomery Scott LLC — Reduce -15.1% 873 $1.1M
StoneX Group Inc. — Reduce -10.2% 868 $1.1M
Baird Financial Group, Inc. — Add +15.0% 853 $1.1M
Penobscot Investment Management Company, Inc. — No change 839 $1.0M
UMB Bank, n.a. — No change 798 $985K
180 Wealth Advisors, LLC — Add +302.0% 792 $978K
MeadowBrook Investment Advisors LLC — Reduce -0.9% 789 $974K
US Bancorp \de — Reduce -18.0% 772 $953K
Waterloo Capital, L.P. — Add +68.5% 753 $930K
&partners — Reduce -4.2% 755 $924K
Webster Bank, N. A. — No change 748 $923K
D.A. Davidson & Co. — Reduce -9.4% 736 $909K
Central Pacific Bank - Trust Division — Reduce -7.3% 726 $896K
Wetzel Investment Advisors, Inc. — No change 700 $864K
Capital Market Strategies LLC — No change 685 $846K
Sequoia Financial Advisors, LLC — No change 665 $821K
Valeo Financial Advisors, LLC — Reduce -0.1% 92,970 $821K
BOS Asset Management, LLC — No change 633 $781K
Principle Wealth Partners LLC — Add +1.5% 622 $768K
Cadence Bank — No change 588 $726K
First Foundation Advisors — No change 577 $712K
Terril Brothers, Inc. — No change 558 $689K
Ameritas Advisory Services, LLC — Reduce -2.6% 555 $682K
Stonegate Investment Group, LLC — No change 533 $658K
Resurgent Financial Advisors LLC — Add +0.2% 530 $654K
Novare Capital Management LLC — Reduce -1.7% 529 $653K
NewEdge Wealth, LLC — Reduce -1.5% 512 $632K
Wealth Enhancement Advisory Services, LLC — Add +2.3% 491 $607K
Wambolt & Associates, LLC — Add +0.2% 485 $589K
Private Advisor Group, LLC — Add +70.1% 466 $575K
TCFG Wealth Management, LLC — Reduce -25.6% 460 $568K
Cetera Investment Advisers — Add +67.9% 460 $567K
Insigneo Advisory Services, LLC — No change 456 $563K
Certified Advisory Corp — Reduce -4.9% 444 $548K
Inscription Capital, LLC — — 446 $532K
SG Americas Securities, LLC — No change 430 $531K
Roman Butler Fullerton & Co. — No change 450 $526K
Sowell Financial Services LLC — New 421 $520K
Chicago Partners Investment Group LLC — Add +1.2% 436 $512K
Pacific Wealth Strategies Group, Inc. — No change 407 $502K
Equitable Holdings, Inc. — Add +14.9% 400 $494K
Wedbush Securities Inc. — Reduce -0.5% 395 $488K
Integrated Wealth Concepts LLC — No change 390 $481K
U.S. Capital Wealth Advisors, LLC — New 385 $475K
Calamos Wealth Management LLC — Reduce -1.6% 379 $468K
Oxbow Advisors, LLC — Add +8.6% 367 $453K
CSS LLC — New 365 $450K
Sax Wealth Advisors, LLC — New 360 $444K
Bank of Montreal — Add +14.3% 359 $443K
Galvin, Gaustad & Stein, LLC — Reduce -12.1% 327 $404K
SCS Capital Management LLC — New 325 $401K
Ieq Capital, LLC — No change 316 $390K
Islay Capital Management, LLC — No change 300 $370K
Westshore Wealth, LLC — No change 300 $370K
PNC Financial Services Group, Inc. — Add +20.1% 299 $369K
Comerica Bank — Add +8.0% 296 $365K
Norris Perne & French LLP — Reduce -31.5% 293 $362K
PFG Investments, LLC — No change 293 $362K
OneDigital Investment Advisors LLC — No change 287 $354K
Kaizen Financial Strategies — Reduce -6.2% 286 $354K
Rothschild Investment LLC — No change 279 $344K
GABELLI & Co INVESTMENT ADVISERS, INC. — No change 275 $340K
Centaurus Financial, Inc. — No change 274 $339K
Independent Solutions Wealth Management, LLC — Reduce -15.6% 270 $333K
Blair William & Co. — No change 268 $331K
Bowman & Co S.C. — Reduce -3.0% 257 $318K
Evanson Asset Management, LLC — Add +2.5% 251 $310K
IFG Advisory, LLC — Add +1.3% 236 $292K
Vanguard Capital Wealth Advisors — No change 235 $290K
Fifth Third Bancorp — Reduce -10.3% 234 $289K
Gries Financial LLC — No change 227 $280K
Federation des caisses Desjardins du Quebec — No change 224 $277K
Oppenheimer Asset Management Inc. — Add +1.8% 221 $273K
Pennsylvania Capital Management Inc. — Reduce -3.6% 212 $262K
Crescent Grove Advisors, LLC — No change 212 $262K
Aull & Monroe Investment Management Corp — No change 210 $259K
Excalibur Management Corp. — Reduce -4.7% 203 $251K
Cohen & Steers, Inc. — No change 200 $247K
Steigerwald, Gordon & Koch Inc. — No change 200 $247K
Stratos Wealth Advisors, LLC — Add +0.5% 196 $242K
Pekin Hardy Strauss, Inc. — Reduce -28.0% 193 $238K
Topsail Wealth Management, LLC — No change 189 $233K
Corient Private Wealth LP — Reduce -85.9% 187 $231K
Lido Advisors, LLC — No change 187 $231K
Cerity Partners LLC — New 185 $229K
Northside Capital Management, LLC — No change 185 $228K
Bank & Trust Co — Reduce -1.1% 182 $225K
Creative Planning — Reduce -40.1% 181 $223K
Transform Wealth, LLC — No change 180 $222K
Prospera Financial Services Inc — Reduce -1.1% 179 $221K
Atria Wealth Solutions, Inc. — Reduce -8.7% 178 $220K
Perigon Wealth Management, LLC — No change 177 $219K
Riverview Trust Co — No change 174 $215K
Obermeyer Wealth Partners — No change 172 $212K
Romano Brothers and Company — No change 170 $210K
Walled Lake Planning & Wealth Management, LLC — No change 170 $210K
AlphaCore Capital LLC — Add +1.2% 168 $208K
Valueworks LLC — No change 168 $207K
Berger Financial Group, Inc — Reduce -8.4% 163 $202K
IFP Advisors, Inc — Reduce -13.6% 159 $196K
Glenmede Trust Co. NA — Reduce -57.1% 150 $185K
Jones Financial Companies LLLP — Add +102.7% 150 $184K
Hollencrest Capital Management — No change 140 $173K
Wilmington Savings Fund Society, FSB — No change 116 $143K
Private Trust Co. NA — Add +6.5% 98 $121K
Steward Partners Investment Advisory, LLC — Add +12.8% 97 $120K
Allworth Financial LP — No change 93 $110K
MAI Capital Management — No change 87 $107K
Brown Brothers Harriman & Co. — Reduce -19.1% 85 $105K
IMA Advisory Services, Inc. — New 85 $105K
EP Wealth Advisors, LLC — Reduce -26.3% 84 $104K
Rossby Financial, LCC — New 84 $99K
Whittier Trust Co. — No change 80 $99K
Northwestern Mutual Wealth Management Co. — Add +4.3% 73 $90K
CoreCap Advisors, LLC — No change 73 $90K
Farther Finance Advisors, LLC — Add +800.0% 63 $77K
Ulland Investment Advisors, LLC — Add +31.1% 59 $73K
Principal Securities, Inc. — No change 53 $65K
SRH Advisors, LLC — No change 50 $62K
EverSource Wealth Advisors, LLC — Reduce -94.2% 50 $62K
Lanark Financial, Inc. — — 49 $60K
Colonial Trust Co / SC — No change 46 $57K
Laurel Wealth Advisors LLC — No change 45 $56K
Logan Capital Management Inc. — No change 44 $54K
Parallel Advisors, LLC — No change 43 $53K
Private Wealth Asset Management, LLC — — 42 $52K
Trust Co. of Vermont — No change 40 $49K
National Bank of Canada — No change 39 $48K
CIBC Private Wealth Group LLC — No change 41 $48K
Darwin Wealth Management, LLC — No change 39 $48K
Colonial Trust Advisors — No change 34 $42K
Crews Bank & Trust — No change 25 $31K
Huntington National Bank — No change 25 $31K
Grove Bank & Trust — No change 25 $31K
Hager Investment Management Services, LLC — No change 25 $31K
Geneos Wealth Management Inc. — No change 23 $28K
Coldstream Capital Management Inc. — New 20 $25K
HHM Wealth Advisors, LLC — No change 20 $25K
Powell Investment Advisors, LLC — No change 20 $25K
GoalVest Advisory LLC — No change 19 $23K
Cwm, LLC — No change 15 $19K
Chelsea Counsel Co. — No change 15 $19K
CNB Bank — No change 12 $15K
Ravenstone Capital Management Inc. — New 12 $15K
SouthState Bank Corp — New 10 $12K
McClarren Financial Advisors, Inc. — New 1,234 $12K
Caldwell Trust Co — New 9 $11K
10Elms LLP — No change 6 $7K
Center for Financial Planning, Inc. — No change 5 $6K
North Star Investment Management Corp. — No change 4 $5K
NewEdge Advisors, LLC — No change 4 $5K
Capital Investment Advisory Services, LLC — No change 4 $5K
American Capital Advisory, LLC — No change 3 $4K
Whittier Trust Co. of Nevada Inc. — New 3 $4K
Beacon Capital Management, LLC — No change 2 $2K
Bartlett & Co. Wealth Management LLC — No change 2 $2K
TD Private Client Wealth LLC — No change 1 $1K
Spire Wealth Management — New 1 $1K
Conquis Financial LLC — No change 1 $1K

"% 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.