Bank of America Corp. (bac 7.25 Perp L)Preferred / convertible
13F holders, Q2 2025 (June 30)265holders +5
21new positions
17sold out
1famous investor
$325.69avg. 13F price*
At the end of Q2 2025, 265 institutions reported holding Bank of America Corp. (bac 7.25 Perp L) in their 13F filings, up 5 from Q1 2025. 21 opened new positions and 17 sold out. The largest holders were Voya Investment Management LLC ($358.1M), Advent Capital Management ($207.1M) and BlackRock, Inc. ($185.2M). One famous investor held it Israel Englander ( of Millennium Management's portfolio).
- Company
- Bank of America Corp. (bac 7.25 Perp L)
- Filed as
- BANK AMERICA CORP (Q2 2025)
- CUSIP
- 060505682
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 21 | $16.5M |
| Exits | 17 | $3.1M |
All 13F filers, Q1 2025 → Q2 2025: 272,607 shares bought and 956,968 shares sold, net −684,361 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 265 holders
| Voya Investment Management LLC | — | Add +0.6% | 295,235 | $358.1M |
| Advent Capital Management | — | Reduce -0.4% | 172,838 | $207.1M |
| BlackRock, Inc. | — | Reduce -0.1% | 152,658 | $185.2M |
| Camden Asset Management L P | — | Add +57.2% | 119,488 | $145.0M |
| Victory Capital Management Inc. | — | Reduce -3.2% | 72,003 | $87.3M |
| First Trust Advisors LP | — | Reduce -34.3% | 66,943 | $81.2M |
| Stonebridge Advisors LLC | — | Reduce -2.5% | 47,063 | $57.1M |
| American Century Companies Inc. | — | Add +0.8% | 44,187 | $53.7M |
| Ameriprise Financial Inc. | — | Add +7.4% | 43,293 | $52.5M |
| Manufacturers Life Insurance Company, The | — | No change | 42,735 | $52.0M |
| State Street Corp. | — | Reduce -11.7% | 40,913 | $49.2M |
| FMR LLC | — | Reduce -2.4% | 37,268 | $45.2M |
| Morgan Stanley | — | Add +2.2% | 37,184 | $45.1M |
| Nuveen, LLC | — | Reduce -0.2% | 34,420 | $41.8M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | — | Reduce -50.0% | 28,878 | $35.0M |
| Calamos Advisors LLC | — | Reduce -0.4% | 28,163 | $34.2M |
| First Eagle Investment Management, LLC | — | No change | 24,541 | $29.8M |
| Wells Fargo & Company | — | Add +1.2% | 22,913 | $27.8M |
| Advisors Capital Management, LLC | — | Add +44.0% | 22,277 | $27.0M |
| Pier 88 Investment Partners LLC | — | Add +1.9% | 21,533 | $26.1M |
| Villere St Denis J & Co. LLC | — | Reduce -2.0% | 19,416 | $23.6M |
| Invesco Ltd. | — | Add +8.4% | 19,300 | $23.4M |
| CSS LLC | — | Add +5076.4% | 18,894 | $22.9M |
| MacKay Shields LLC | — | Reduce -39.4% | 18,140 | $22.1M |
| Ssi Investment Management LLC | — | Reduce -2.3% | 16,023 | $19.4M |
| JPMorgan Chase & Co. | — | Reduce -7.4% | 15,992 | $19.4M |
| New York State Common Retirement Fund | — | Reduce -1.9% | 15,797 | $19.2M |
| Everett Harris & Co. | — | Reduce -0.7% | 15,115 | $18.3M |
| Focus Partners Wealth | — | Reduce -2.1% | 14,505 | $17.6M |
| Captrust Financial Advisors | — | Add +5.2% | 13,073 | $15.9M |
| Wellington Management Group LLP | — | Add +455.5% | 12,343 | $14.8M |
| Phraction Management LLC | — | Reduce -7.9% | 10,329 | $12.5M |
| Franklin Resources Inc. | — | No change | 10,255 | $12.4M |
| New England Asset Management Inc. | — | No change | 9,435 | $11.4M |
| Alliancebernstein L.P. | — | Reduce -3.0% | 8,841 | $10.7M |
| LPL Financial LLC | — | Add +8.3% | 8,290 | $10.1M |
| Rational Advisors, Inc. | — | Add +5.2% | 8,048 | $9.8M |
| RB Capital Management, LLC | — | Add +1.9% | 6,801 | $8.2M |
| Raymond James Financial Inc. | — | Add +0.6% | 6,741 | $8.2M |
| Citigroup Inc. | — | Reduce -2.1% | 6,430 | $7.8M |
| UBS Group AG | — | Reduce -48.3% | 6,394 | $7.8M |
| Conning Inc. | — | No change | 6,235 | $7.6M |
| Stratos Wealth Partners, LTD. | — | Reduce -5.7% | 5,819 | $7.1M |
| Xcel Wealth Management, LLC | — | Add +143.3% | 5,225 | $6.3M |
| Epiq Partners, LLC | — | Add +7.3% | 5,101 | $6.2M |
| Stifel Financial Corp. | — | Reduce -1.3% | 4,842 | $5.9M |
| Russell Investments Group, Ltd. | — | Reduce -13.6% | 4,764,000 | $5.8M |
| Hudson Capital Management LLC | — | Add +0.3% | 4,606 | $5.6M |
| Lazard Asset Management LLC | — | No change | 4,503 | $5.5M |
| Palisade Capital Management, LP | — | Reduce -4.6% | 4,375 | $5.2M |
| Bank of America Corp. | — | No change | 4,251 | $5.2M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | — | New | 3,886 | $4.7M |
| Envestnet Asset Management Inc. | — | Add +8.4% | 3,826 | $4.6M |
| Kestra Advisory Services, LLC | — | Add +3.1% | 3,674 | $4.5M |
| HSBC Holdings PLC | — | New | 3,597 | $4.4M |
| Peloton Wealth Strategists | — | Add +0.9% | 3,373 | $4.1M |
| Laffer Tengler Investments, Inc. | — | Reduce -2.6% | 3,282 | $3.9M |
| Wolverine Asset Management LLC | — | No change | 3,225 | $3.9M |
| Commonwealth Equity Services, LLC | — | Reduce -4.0% | 3,157 | $3.8M |
| Lake Street Private Wealth, LLC | — | Reduce -2.8% | 2,970 | $3.6M |
| Whalerock Point Partners, LLC | — | Reduce -1.2% | 2,915 | $3.5M |
| Seven Springs Wealth Group, LLC | — | Add +13.3% | 2,808 | $3.4M |
| Montag A & Associates Inc. | — | Reduce -2.5% | 2,759 | $3.3M |
| Neuberger Berman Group LLC | — | Reduce -4.9% | 2,508 | $3.0M |
| Agf Management Ltd. | — | Reduce -28.6% | 2,500 | $3.0M |
| AEGON USA Investment Management, LLC | — | No change | 2,488 | $3.0M |
| Marathon Trading Investment Management LLC | — | No change | 2,464 | $3.0M |
| KCM Investment Advisors LLC | — | Add +2.8% | 2,429 | $2.9M |
| Mariner, LLC | — | Reduce -0.5% | 2,361 | $2.9M |
| Founders Capital Management, LLC | — | Reduce -2.7% | 2,293 | $2.8M |
| LexAurum Advisors, LLC | — | Reduce -0.6% | 2,258 | $2.7M |
| Alexander Labrunerie & Co., Inc. | — | Reduce -2.0% | 2,201 | $2.7M |
| Private Wealth Partners, LLC | — | Add +3.0% | 2,000 | $2.4M |
| Icon Advisers Inc. | — | Add +11.1% | 1,999 | $2.4M |
| Uniplan Investment Counsel, Inc. | — | Reduce -9.9% | 1,973 | $2.4M |
| Susquehanna International Group, LLP | — | Reduce -11.3% | 1,704 | $2.1M |
| Summitry LLC | — | Reduce -1.4% | 1,679 | $2.0M |
| Snowden Capital Advisors LLC | — | No change | 1,615 | $2.0M |
| Edgemoor Investment Advisors, Inc. | — | Reduce -0.5% | 1,591 | $1.9M |
| Apollon Financial, LLC | — | Reduce -5.4% | 1,534 | $1.9M |
| Truist Financial Corp. | — | Reduce -0.1% | 1,524 | $1.8M |
| Cove Private Wealth, LLC | — | Reduce -8.1% | 1,425 | $1.7M |
| Curi Capital, LLC | — | Add +6.5% | 1,403 | $1.7M |
| Sei Investments Co. | — | Reduce -1.1% | 1,376 | $1.7M |
| JT Stratford LLC | — | Add +0.9% | 1,280 | $1.6M |
| Magnus Financial Group LLC | — | Reduce -6.7% | 1,270 | $1.5M |
| Cambridge Investment Research Advisors, Inc. | — | Reduce -2.8% | 1,269 | $1.5M |
| Union Bancaire Privee, UBP SA | — | No change | 1,480 | $1.5M |
| Marathon Capital Management | — | Reduce -1.3% | 1,148 | $1.4M |
| Scotia Capital Inc. | — | Reduce -9.4% | 1,106 | $1.3M |
| Goldman Sachs Group Inc. | — | Reduce -52.6% | 1,088 | $1.3M |
| Schroder Investment Management Group | — | No change | 1,096 | $1.3M |
| Diversify Advisory Services, LLC | — | New | 1,058 | $1.3M |
| Schnieders Capital Management LLC | — | No change | 1,064 | $1.3M |
| Coordinated Financial Services, Inc. | — | — | 1,035 | $1.3M |
| Pinnacle Holdings, LLC | — | Reduce -0.6% | 1,016 | $1.2M |
| 180 Wealth Advisors, LLC | — | Add +18.4% | 938 | $1.1M |
| Dana Investment Advisors, Inc. | — | No change | 932 | $1.1M |
| Osaic Holdings, Inc. | — | Reduce -18.3% | 906 | $1.1M |
| Spectrum Asset Management, Inc. | — | No change | 897 | $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.