Bank of America Corp. (bac 7.25 Perp L)Preferred / convertible

13F holders, Q3 2025 (September 30)

Q2 2026Q1 2026Q4 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024

259holders −6

17new positions

22sold out

1famous investor

$182.49avg. 13F price*

At the end of Q3 2025, 259 institutions reported holding Bank of America Corp. (bac 7.25 Perp L) in their 13F filings, down 6 from Q2 2025. 17 opened new positions and 22 sold out. The largest holders were Franklin Resources Inc. ($430.3M), Voya Investment Management LLC ($377.9M) and Advent Capital Management ($223.3M). 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 (Q3 2025)
CUSIP: 060505682
Latest filing quarter: Q2 2026

History

Number of 13F holders

Total Exit/New Position Q2 2025 → Q3 2025

	Institutions	Total Value
New Positions	17	$17.9M
Exits	22	$20.5M

All 13F filers, Q2 2025 → Q3 2025: 8,378,305 shares bought and 253,855 shares sold, net +8,124,450 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 259 holders


Franklin Resources Inc.	—	Add +80564.4%	8,272,129	$430.3M
Voya Investment Management LLC	—	No change	295,235	$377.9M
Advent Capital Management	—	Add +2.1%	176,506	$223.3M
BlackRock, Inc.	—	Add +2.0%	155,687	$199.3M
Camden Asset Management L P	—	Add +7.2%	128,071	$164.0M
Victory Capital Management Inc.	—	Reduce -1.1%	71,210	$91.1M
Ameriprise Financial Inc.	—	Add +11.6%	48,316	$61.9M
Stonebridge Advisors LLC	—	Add +1.0%	47,533	$60.9M
Manufacturers Life Insurance Company, The	—	Add +1.3%	43,285	$55.5M
American Century Companies Inc.	—	Reduce -2.3%	43,154	$55.4M
State Street Corp.	—	Add +3.7%	42,413	$54.3M
Wellington Management Group LLP	—	Add +216.8%	39,108	$50.1M
Morgan Stanley	—	Add +1.6%	37,759	$48.3M
Nuveen, LLC	—	Reduce -0.2%	34,338	$44.0M
FMR LLC	—	Reduce -10.7%	33,268	$42.6M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	—	Add +0.9%	29,141	$37.3M
Calamos Advisors LLC	—	Reduce -0.5%	28,015	$35.9M
First Trust Advisors LP	—	Reduce -58.4%	27,843	$35.6M
First Eagle Investment Management, LLC	—	No change	24,541	$31.4M
Advisors Capital Management, LLC	—	Add +4.8%	23,346	$29.9M
Wells Fargo & Company	—	Reduce -1.1%	22,657	$29.0M
Pier 88 Investment Partners LLC	—	Reduce -0.6%	21,403	$27.4M
Invesco Ltd.	—	No change	19,300	$24.7M
Villere St Denis J & Co. LLC	—	Reduce -2.3%	18,980	$24.3M
MacKay Shields LLC	—	Reduce -3.1%	17,584	$22.5M
New York State Common Retirement Fund	—	Add +6.6%	16,846	$21.6M
Ssi Investment Management LLC	—	Reduce -3.6%	15,453	$19.8M
Everett Harris & Co.	—	Reduce -0.2%	15,082	$19.3M
Focus Partners Wealth	—	Reduce -2.5%	14,143	$18.1M
JPMorgan Chase & Co.	—	Reduce -13.7%	13,807	$17.7M
Captrust Financial Advisors	—	Add +3.6%	13,545	$17.3M
Phraction Management LLC	—	No change	10,329	$13.2M
New England Asset Management Inc.	—	No change	9,435	$12.1M
Alliancebernstein L.P.	—	Reduce -5.5%	8,356	$10.7M
Rational Advisors, Inc.	—	No change	8,048	$10.3M
Zazove Associates LLC	—	New	7,417	$9.5M
LPL Financial LLC	—	Reduce -12.0%	7,294	$9.3M
RB Capital Management, LLC	—	Add +1.3%	6,886	$8.8M
Raymond James Financial Inc.	—	Add +1.5%	6,841	$8.8M
UBS Group AG	—	Add +6.0%	6,775	$8.7M
Citigroup Inc.	—	Add +0.5%	6,465	$8.3M
Conning Inc.	—	No change	6,235	$8.0M
Stratos Wealth Partners, LTD.	—	Reduce -1.0%	5,760	$7.4M
Xcel Wealth Management, LLC	—	Add +8.0%	5,645	$7.2M
Epiq Partners, LLC	—	Reduce -1.2%	5,039	$6.4M
Stifel Financial Corp.	—	Reduce -1.3%	4,781	$6.1M
Russell Investments Group, Ltd.	—	Reduce -0.7%	4,731,000	$6.1M
Hudson Capital Management LLC	—	Add +0.7%	4,638	$5.9M
Palisade Capital Management, LP	—	Reduce -1.8%	4,296	$5.5M
Bank of America Corp.	—	Reduce -1.6%	4,185	$5.4M
Envestnet Asset Management Inc.	—	Reduce -0.3%	3,815	$4.9M
CSS LLC	—	Reduce -80.9%	3,613	$4.6M
Universal- Beteiligungs- und Servicegesellschaft mbH	—	Reduce -8.4%	3,561	$4.6M
Kestra Advisory Services, LLC	—	Reduce -6.5%	3,437	$4.4M
Peloton Wealth Strategists	—	Reduce -0.2%	3,365	$4.3M
Laffer Tengler Investments, Inc.	—	Add +0.3%	3,293	$4.2M
Wolverine Asset Management LLC	—	Reduce -0.6%	3,205	$4.1M
Seven Springs Wealth Group, LLC	—	Add +8.5%	3,047	$3.9M
Commonwealth Equity Services, LLC	—	Reduce -6.0%	2,968	$3.8M
Lake Street Private Wealth, LLC	—	Reduce -3.0%	2,880	$3.7M
Icon Advisers Inc.	—	Add +36.8%	2,734	$3.5M
Montag A & Associates Inc.	—	Reduce -6.1%	2,590	$3.3M
Agf Management Ltd.	—	No change	2,500	$3.2M
Neuberger Berman Group LLC	—	Reduce -0.3%	2,500	$3.2M
Marathon Trading Investment Management LLC	—	No change	2,464	$3.2M
KCM Investment Advisors LLC	—	Add +1.2%	2,459	$3.1M
Mariner, LLC	—	Add +0.5%	2,373	$3.0M
Founders Capital Management, LLC	—	No change	2,293	$2.9M
AEGON USA Investment Management, LLC	—	Reduce -9.7%	2,248	$2.9M
Alexander Labrunerie & Co., Inc.	—	Reduce -1.0%	2,178	$2.8M
LexAurum Advisors, LLC	—	Reduce -5.9%	2,124	$2.7M
Lido Advisors, LLC	—	New	47,476	$2.6M
Uniplan Investment Counsel, Inc.	—	Add +2.8%	2,028	$2.6M
Private Wealth Partners, LLC	—	No change	2,000	$2.6M
Lee Financial Co	—	New	1,828	$2.3M
Susquehanna International Group, LLP	—	Add +3.9%	1,771	$2.3M
Summitry LLC	—	Reduce -1.9%	1,647	$2.1M
Snowden Capital Advisors LLC	—	Add +1.5%	1,639	$2.1M
Curi Capital, LLC	—	Add +14.3%	1,603	$2.1M
Edgemoor Investment Advisors, Inc.	—	No change	1,591	$2.0M
JT Stratford LLC	—	Add +9.6%	1,403	$1.8M
Sei Investments Co.	—	Reduce -0.1%	1,374	$1.8M
Cove Private Wealth, LLC	—	Reduce -8.8%	1,300	$1.7M
Magnus Financial Group LLC	—	Add +0.8%	1,280	$1.6M
Union Bancaire Privee, UBP SA	—	No change	1,480	$1.6M
Truist Financial Corp.	—	Reduce -18.8%	1,238	$1.6M
Cambridge Investment Research Advisors, Inc.	—	Reduce -2.8%	1,234	$1.6M
Apollon Financial, LLC	—	Reduce -20.5%	1,220	$1.6M
Scotia Capital Inc.	—	Add +6.5%	1,178	$1.5M
Marathon Capital Management	—	No change	1,148	$1.5M
Diversify Advisory Services, LLC	—	Add +7.0%	1,132	$1.4M
Schroder Investment Management Group	—	No change	1,096	$1.4M
Goldman Sachs Group Inc.	—	No change	1,088	$1.4M
Schnieders Capital Management, Llc.	—	—	1,064	$1.4M
Coordinated Financial Services, Inc.	—	Reduce -0.2%	1,033	$1.3M
Pinnacle Holdings, LLC	—	No change	1,016	$1.3M
180 Wealth Advisors, LLC	—	Add +1.6%	953	$1.2M
Baird Financial Group, Inc.	—	Add +6.1%	924	$1.2M
Osaic Holdings, Inc.	—	Add +1.8%	922	$1.2M
Spectrum Asset Management, Inc.	—	No change	897	$1.1M
Penobscot Investment Management Company, Inc.	—	Add +6.6%	894	$1.1M
Cadence Bank	—	No change	888	$1.1M
US Bancorp \de	—	Add +12.9%	868	$1.1M
Momentum Wealth Planning, LLC	—	Reduce -1.3%	861	$1.1M
Tamar Securities, LLC	—	Reduce -3.5%	850	$1.1M
Rockefeller Capital Management L.P.	—	New	825	$1.1M
MeadowBrook Investment Advisors LLC	—	Add +2.4%	820	$1.0M
StoneX Group Inc.	—	Reduce -6.9%	810	$1.0M
UMB Bank, n.a.	—	No change	798	$1.0M
Janney Montgomery Scott LLC	—	Reduce -9.1%	778	$996K
Virtue Asset Management LLC	—	—	774	$991K
&partners	—	Add +2.9%	772	$988K
Webster Bank, N. A.	—	No change	748	$957K
D.A. Davidson & Co.	—	No change	736	$942K
Wetzel Investment Advisors, Inc.	—	No change	700	$896K
Dorsey & Whitney Trust CO LLC	—	No change	652	$834K
Principle Wealth Partners LLC	—	No change	647	$828K
Cetera Investment Advisers	—	Add +19.7%	638	$817K
BOS Asset Management, LLC	—	No change	633	$810K
Central Pacific Bank - Trust Division	—	Reduce -13.8%	626	$801K
Valeo Financial Advisors, LLC	—	No change	590	$755K
Waterloo Capital, L.P.	—	Reduce -9.7%	579	$741K
First Foundation Advisors	—	No change	577	$739K
JRM Investment Counsel, LLC	—	Reduce -16.6%	569	$729K
Terril Brothers, Inc.	—	No change	558	$714K
Private Advisor Group, LLC	—	No change	555	$710K
Corient Private Wealth LP	—	Add +428.6%	555	$710K
Stonegate Investment Group, LLC	—	No change	533	$682K
Resurgent Financial Advisors LLC	—	Add +0.4%	533	$682K
Novare Capital Management LLC	—	New	524	$671K
Asset Allocation & Management Company, LLC	—	No change	519	$665K
Cresset Asset Management, LLC	—	No change	499	$639K
Cwm, LLC	—	Reduce -0.4%	499	$638K
NewEdge Wealth, LLC	—	Add +1.7%	485	$611K
Wealth Enhancement Advisory Services, LLC	—	Reduce -6.4%	480	$606K
Vestmark Advisory Solutions, Inc.	—	Reduce -4.3%	470	$602K
Insigneo Advisory Services, LLC	—	No change	456	$584K
Roman Butler Fullerton & Co.	—	No change	450	$571K
Galvin, Gaustad & Stein, LLC	—	Add +37.3%	442	$566K
Equitable Holdings, Inc.	—	Reduce -11.3%	438	$561K
Bank of Montreal	—	No change	431	$552K
SG Americas Securities, LLC	—	No change	430	$550K
Pacific Wealth Strategies Group, Inc.	—	No change	422	$540K
Sowell Financial Services LLC	—	No change	421	$539K
Wedbush Securities Inc.	—	No change	408	$522K
Chicago Partners Investment Group LLC	—	Add +0.5%	397	$502K
Oppenheimer & Co. Inc.	—	No change	385	$493K
U.S. Capital Wealth Advisors, LLC	—	No change	385	$493K
Certified Advisory Corp	—	Reduce -6.3%	375	$480K
Integrated Wealth Concepts LLC	—	Reduce -6.4%	365	$467K
Centaurus Financial, Inc.	—	Add +0.3%	363	$465K
Income Research & Management	—	No change	355	$455K
TCFG Wealth Management, LLC	—	Reduce -4.2%	340	$435K
Sax Wealth Advisors, LLC	—	Reduce -5.6%	340	$435K
Oxbow Advisors, LLC	—	Add +0.3%	340	$435K
Daymark Wealth Partners, LLC	—	New	326	$417K
SCS Capital Management LLC	—	No change	325	$416K
Creative Planning	—	Add +6.3%	320	$410K
Jones Financial Companies LLLP	—	Add +41.5%	317	$407K
Ieq Capital, LLC	—	No change	316	$404K
Kaizen Financial Strategies	—	Add +2.9%	320	$402K
Calamos Wealth Management LLC	—	Add +1.6%	312	$399K
PFG Investments, LLC	—	Add +6.5%	312	$399K
Davis R M Inc.	—	New	310	$397K
GABELLI & Co INVESTMENT ADVISERS, INC.	—	No change	300	$384K
Islay Capital Management, LLC	—	No change	300	$384K
Rothschild Investment LLC	—	No change	279	$357K
OneDigital Investment Advisors LLC	—	No change	269	$344K
Fifth Third Bancorp	—	Add +54.0%	268	$343K
Blair William & Co.	—	No change	268	$343K
Comerica Bank	—	Add +0.4%	267	$342K
Bowman & Co S.C.	—	Add +1.2%	262	$336K
Evanson Asset Management, LLC	—	No change	251	$321K
IFG Advisory, LLC	—	No change	240	$307K
Vanguard Capital Wealth Advisors	—	No change	235	$301K
Gries Financial LLC	—	No change	227	$291K
Federation des caisses Desjardins du Quebec	—	No change	224	$287K
Oppenheimer Asset Management Inc.	—	Reduce -0.5%	219	$280K
Pennsylvania Capital Management Inc.	—	No change	212	$271K
Crescent Grove Advisors, LLC	—	No change	212	$271K
Aull & Monroe Investment Management Corp	—	No change	210	$269K
Prospera Financial Services Inc	—	Reduce -1.0%	204	$261K
Excalibur Management Corp.	—	No change	203	$260K
Stratos Wealth Advisors, LLC	—	Add +0.5%	202	$260K
Cohen & Steers, Inc.	—	No change	200	$256K
Balentine LLC	—	New	200	$256K
Steigerwald, Gordon & Koch Inc.	—	No change	200	$256K
Rosenblum Silverman Sutton S F Inc.	—	No change	196	$251K
Ameritas Advisory Services, LLC	—	Reduce -13.6%	190	$243K
Topsail Wealth Management, LLC	—	No change	189	$242K
Cerity Partners LLC	—	No change	185	$237K
Northside Capital Management, LLC	—	No change	185	$237K
Bank & Trust Co	—	No change	182	$233K
NorthCoast Asset Management LLC	—	No change	180	$230K
Pekin Hardy Strauss, Inc.	—	Reduce -7.8%	178	$228K
Perigon Wealth Management, LLC	—	No change	177	$227K
Riverview Trust Co	—	No change	174	$223K
Obermeyer Wealth Partners	—	No change	172	$220K
Romano Brothers and Company	—	No change	170	$218K
Walled Lake Planning & Wealth Management, LLC	—	No change	170	$218K
AlphaCore Capital LLC	—	Add +22.0%	161	$206K
Investors Asset Management of Georgia Inc. /Ga/	—	New	160	$205K
Argent Trust Co	—	New	157	$201K
PNC Financial Services Group, Inc.	—	Reduce -51.8%	144	$184K
Hollencrest Capital Management	—	No change	140	$179K
IFP Advisors, Inc	—	No change	101	$129K
Private Trust Co. NA	—	Add +1.0%	99	$127K
Founders Financial Alliance, LLC	—	New	95	$121K
Allworth Financial LP	—	No change	93	$119K
Rossby Financial, LCC	—	Add +17.3%	88	$112K
MAI Capital Management	—	No change	87	$111K
Brown Brothers Harriman & Co.	—	No change	85	$109K
CoreCap Advisors, LLC	—	Reduce -1.3%	74	$95K
Whittier Trust Co.	—	Add +130.0%	69	$87K
Wilmington Savings Fund Society, FSB	—	Reduce -43.1%	66	$84K
Steward Partners Investment Advisory, LLC	—	Reduce -13.0%	60	$77K
Northwestern Mutual Wealth Management Co.	—	Reduce -20.8%	57	$73K
SRH Advisors, LLC	—	No change	50	$64K
EverSource Wealth Advisors, LLC	—	No change	50	$64K
Colonial Trust Co / SC	—	No change	46	$59K
Lanark Financial, Inc.	—	No change	45	$59K
Logan Capital Management Inc.	—	No change	44	$56K
Parallel Advisors, LLC	—	No change	43	$55K
CIBC Private Wealth Group LLC	—	No change	41	$52K
National Bank of Canada	—	No change	39	$50K
Mirae Asset Global Investments Co., Ltd.	—	New	35	$45K
Colonial Trust Advisors	—	No change	34	$44K
Millennium Management	—	Reduce -81.7%	30,000	$39K
Huntington National Bank	—	Add +36.4%	30	$38K
Alerus Financial NA	—	No change	30	$38K
Farther Finance Advisors, LLC	—	Add +833.3%	28	$36K
Darwin Wealth Management, LLC	—	No change	26	$33K
Crews Bank & Trust	—	No change	25	$32K
Grove Bank & Trust	—	No change	25	$32K
Hager Investment Management Services, LLC	—	No change	25	$32K
Powell Investment Advisors, LLC	—	No change	20	$26K
Chelsea Counsel Co.	—	No change	15	$19K
Deutsche Bank AG	—	No change	14	$18K
Advisory Services Network, LLC	—	New	13	$17K
CNB Bank	—	No change	12	$15K
NFSG Corp	—	New	10	$13K
Caldwell Trust Co	—	No change	9	$12K
Family Manage LLC	—	No change	6	$8K
10Elms LLP	—	No change	6	$8K
Principal Securities, Inc.	—	No change	5	$6K
Center for Financial Planning, Inc.	—	No change	5	$6K
Financial Freedom, LLC	—	New	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
Chapman Financial Group, LLC	—	No change	4	$5K
American Capital Advisory, LLC	—	No change	3	$4K
Whittier Trust Co. of Nevada Inc.	—	No change	3	$4K
Godsey & Gibb, Inc.	—	New	2	$3K
Bartlett & Co. Wealth Management LLC	—	No change	2	$3K
TD Private Client Wealth LLC	—	Reduce -50.0%	1	$1K
Global Retirement Partners, LLC	—	No change	1	$1K
Spire Wealth Management	—	No change	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.