Bank of America Corp. (bac 7.25 Perp L)Preferred / convertible
13F holders, Q4 2025 (December 31)257holders −2
12new positions
18sold out
$341.15avg. 13F price*
At the end of Q4 2025, 257 institutions reported holding Bank of America Corp. (bac 7.25 Perp L) in their 13F filings, down 2 from Q3 2025. 12 opened new positions and 18 sold out. The largest holders were Voya Investment Management LLC ($338.0M), BlackRock, Inc. ($202.6M) and Advent Capital Management ($197.0M).
- Company
- Bank of America Corp. (bac 7.25 Perp L)
- Filed as
- BANK AMERICA CORP (Q4 2025)
- CUSIP
- 060505682
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $9.9M |
| Exits | 18 | $7.4M |
All 13F filers, Q3 2025 → Q4 2025: 234,658 shares bought and 8,588,611 shares sold, net −8,353,953 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 257 holders
| Voya Investment Management LLC | — | Reduce -8.6% | 269,968 | $338.0M |
| BlackRock, Inc. | — | Add +4.0% | 161,843 | $202.6M |
| Advent Capital Management | — | Reduce -10.9% | 157,311 | $197.0M |
| Camden Asset Management L P | — | Add +7.5% | 137,729 | $172.1M |
| Victory Capital Management Inc. | — | Reduce -2.0% | 69,783 | $87.4M |
| Ameriprise Financial Inc. | — | Reduce -0.1% | 48,256 | $60.3M |
| Stonebridge Advisors LLC | — | Add +296.6% | 188,490 | $57.4M |
| Wellington Management Group LLP | — | Add +12.6% | 44,049 | $54.9M |
| Manufacturers Life Insurance Company, The | — | Reduce -0.1% | 43,258 | $54.2M |
| American Century Companies Inc. | — | Reduce -0.4% | 42,977 | $53.8M |
| State Street Corp. | — | Reduce -1.2% | 41,913 | $52.2M |
| Morgan Stanley | — | Add +4.8% | 39,558 | $49.5M |
| Nuveen, LLC | — | Add +0.1% | 34,365 | $43.0M |
| FMR LLC | — | Add +1.5% | 33,768 | $42.2M |
| First Eagle Investment Management, LLC | — | Add +20.8% | 29,641 | $37.1M |
| Calamos Advisors LLC | — | Reduce -0.1% | 27,996 | $35.1M |
| Wells Fargo & Company | — | Add +21.2% | 27,455 | $34.4M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | — | Reduce -8.7% | 26,621 | $33.3M |
| Advisors Capital Management, LLC | — | Add +2.3% | 23,871 | $29.9M |
| CSS LLC | — | Add +554.9% | 23,661 | $29.5M |
| MacKay Shields LLC | — | Add +19.0% | 20,927 | $26.2M |
| Invesco Ltd. | — | Add +5.0% | 20,259 | $25.4M |
| Villere St Denis J & Co. LLC | — | Reduce -2.1% | 18,587 | $23.3M |
| Ssi Investment Management LLC | — | Add +2.8% | 15,885 | $19.9M |
| Everett Harris & Co. | — | Reduce -1.3% | 14,890 | $18.6M |
| JPMorgan Chase & Co. | — | Add +4.8% | 14,477 | $18.1M |
| Pier 88 Investment Partners LLC | — | Reduce -34.5% | 14,023 | $17.6M |
| First Trust Advisors LP | — | Reduce -50.0% | 13,936 | $17.4M |
| Focus Partners Wealth | — | Reduce -5.3% | 13,392 | $16.7M |
| Franklin Resources Inc. | — | Reduce -99.9% | 10,899 | $13.6M |
| New York State Common Retirement Fund | — | Reduce -36.3% | 10,728 | $13.4M |
| Phraction Management LLC | — | Add +2.0% | 10,539 | $13.2M |
| New England Asset Management Inc. | — | No change | 9,435 | $11.8M |
| Rational Advisors, Inc. | — | No change | 8,048 | $10.1M |
| Alliancebernstein L.P. | — | Reduce -5.2% | 7,926 | $9.9M |
| Zazove Associates LLC | — | Add +5.4% | 7,817 | $9.8M |
| UBS Group AG | — | Add +11.6% | 7,561 | $9.5M |
| LPL Financial LLC | — | Add +0.6% | 7,338 | $9.2M |
| Raymond James Financial Inc. | — | Add +6.0% | 7,251 | $9.1M |
| RB Capital Management, LLC | — | Add +1.0% | 6,955 | $8.7M |
| Conning Inc. | — | No change | 6,235 | $7.8M |
| Stratos Wealth Partners, LTD. | — | Add +4.1% | 5,995 | $7.5M |
| Truist Financial Corp. | — | Add +361.9% | 5,718 | $7.2M |
| Xcel Wealth Management, LLC | — | Reduce -0.9% | 5,595 | $7.0M |
| Icon Advisers Inc. | — | Add +88.3% | 5,147 | $6.4M |
| Epiq Partners, LLC | — | Reduce -1.0% | 4,987 | $6.2M |
| Stifel Financial Corp. | — | Reduce -0.9% | 4,736 | $5.9M |
| Hudson Capital Management LLC | — | Add +1.0% | 4,683 | $5.9M |
| Russell Investments Group, Ltd. | — | Reduce -3.1% | 4,585,000 | $5.7M |
| Whalerock Point Partners, LLC | — | New | 4,407 | $5.5M |
| Bank of America Corp. | — | Add +4.7% | 4,381 | $5.5M |
| Palisade Capital Management, LP | — | Reduce -0.4% | 4,278 | $5.3M |
| Ameritas Advisory Services, LLC | — | Add +1944.7% | 3,885 | $4.9M |
| Envestnet Asset Management Inc. | — | Reduce -1.7% | 3,751 | $4.7M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | — | Add +0.9% | 3,592 | $4.5M |
| Peloton Wealth Strategists | — | Add +2.4% | 3,445 | $4.3M |
| Kestra Advisory Services, LLC | — | Reduce -2.5% | 3,352 | $4.2M |
| Laffer Tengler Investments, Inc. | — | Reduce -0.3% | 3,283 | $4.1M |
| Wolverine Asset Management LLC | — | No change | 3,205 | $4.0M |
| Seven Springs Wealth Group, LLC | — | Add +4.5% | 3,183 | $4.0M |
| Captrust Financial Advisors | — | Reduce -76.9% | 3,128 | $3.9M |
| Lake Street Private Wealth, LLC | — | Add +0.2% | 2,885 | $3.6M |
| Montag A & Associates Inc. | — | Reduce -2.9% | 2,514 | $3.2M |
| Agf Management Ltd. | — | No change | 2,500 | $3.1M |
| Neuberger Berman Group LLC | — | Reduce -1.0% | 2,474 | $3.1M |
| Marathon Trading Investment Management LLC | — | No change | 2,464 | $3.1M |
| Mariner, LLC | — | Add +3.0% | 2,443 | $3.1M |
| KCM Investment Advisors LLC | — | Reduce -0.8% | 2,438 | $3.1M |
| AEGON USA Investment Management, LLC | — | No change | 2,248 | $2.8M |
| Founders Capital Management, LLC | — | Reduce -2.6% | 2,233 | $2.8M |
| Susquehanna International Group, LLP | — | Add +24.9% | 2,212 | $2.8M |
| Alexander Labrunerie & Co., Inc. | — | Reduce -1.9% | 2,137 | $2.7M |
| Uniplan Investment Counsel, Inc. | — | Add +0.2% | 2,032 | $2.5M |
| Private Wealth Partners, LLC | — | No change | 2,000 | $2.5M |
| Nomura Asset Management International Inc. | — | — | 1,999 | $2.5M |
| Shrier Wealth Management, LLC | — | — | 1,703 | $2.1M |
| Curi Capital, LLC | — | Reduce -0.1% | 1,601 | $2.0M |
| Summitry LLC | — | Reduce -1.6% | 1,620 | $2.0M |
| Schroder Investment Management Group | — | Add +43.7% | 1,575 | $2.0M |
| Edgemoor Investment Advisors, Inc. | — | Reduce -0.6% | 1,581 | $2.0M |
| Snowden Capital Advisors LLC | — | Reduce -5.5% | 1,549 | $2.0M |
| Arkadios Wealth Advisors | — | New | 1,507 | $1.9M |
| Sei Investments Co. | — | Add +4.8% | 1,440 | $1.8M |
| Magnus Financial Group LLC | — | Add +8.1% | 1,383 | $1.7M |
| JT Stratford LLC | — | Reduce -5.1% | 1,331 | $1.7M |
| Cambridge Investment Research Advisors, Inc. | — | Add +6.4% | 1,313 | $1.6M |
| Commonwealth Equity Services, LLC | — | Reduce -58.1% | 1,244 | $1.6M |
| Union Bancaire Privee, UBP SA | — | Reduce -4.4% | 1,415 | $1.5M |
| Diversify Advisory Services, LLC | — | Add +6.6% | 1,207 | $1.5M |
| Osaic Holdings, Inc. | — | Add +26.4% | 1,165 | $1.5M |
| Pinnacle Holdings, LLC | — | Add +984.1% | 11,015 | $1.4M |
| Cove Private Wealth, LLC | — | Reduce -14.2% | 1,115 | $1.4M |
| Goldman Sachs Group Inc. | — | No change | 1,088 | $1.4M |
| Cadence Bank | — | Add +20.4% | 1,069 | $1.3M |
| Schnieders Capital Management, Llc. | — | No change | 1,064 | $1.3M |
| Coordinated Financial Services, Inc. | — | Add +1.4% | 1,048 | $1.3M |
| Scotia Capital Inc. | — | Reduce -14.3% | 1,010 | $1.3M |
| Rockefeller Capital Management L.P. | — | Add +21.9% | 1,006 | $1.3M |
| Baird Financial Group, Inc. | — | Add +2.6% | 948 | $1.2M |
| Evolve Private Wealth, LLC | — | — | 933 | $1.2M |
"% 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.