Bank of America Corp. (bac 7.25 Perp L)Preferred / convertible
13F holders, Q1 2026 (March 31)268holders +11
27new positions
15sold out
$332.79avg. 13F price*
At the end of Q1 2026, 268 institutions reported holding Bank of America Corp. (bac 7.25 Perp L) in their 13F filings, up 11 from Q4 2025. 27 opened new positions and 15 sold out. The largest holders were Voya Investment Management LLC ($291.1M), BlackRock, Inc. ($191.9M) and Advent Capital Management ($178.0M).
- Company
- Bank of America Corp. (bac 7.25 Perp L)
- Filed as
- BANK AMERICA CORP (Q1 2026)
- CUSIP
- 060505682
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 27 | $198.7M |
| Exits | 15 | $91.2M |
All 13F filers, Q4 2025 → Q1 2026: 235,655 shares bought and 481,121 shares sold, net −245,466 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 268 holders
| Voya Investment Management LLC | — | Reduce -9.5% | 244,335 | $291.1M |
| BlackRock, Inc. | — | Reduce -0.5% | 161,018 | $191.9M |
| Advent Capital Management | — | Reduce -5.2% | 149,172 | $178.0M |
| Two Sigma Investments, LP | — | New | 94,384 | $112.5M |
| Camden Asset Management L P | — | Reduce -47.8% | 71,862 | $85.6M |
| Victory Capital Management Inc. | — | Add +0.3% | 70,019 | $83.4M |
| Ameriprise Financial Inc. | — | Add +19.1% | 57,491 | $68.7M |
| Manufacturers Life Insurance Company, The | — | Add +0.2% | 43,331 | $51.7M |
| American Century Companies Inc. | — | Add +0.3% | 43,094 | $51.4M |
| State Street Corp. | — | Reduce -3.5% | 40,463 | $48.4M |
| Morgan Stanley | — | Add +0.6% | 39,775 | $47.4M |
| Hudson Bay Capital Management LP | — | New | 36,192 | $43.1M |
| Zazove Associates LLC | — | Add +356.3% | 35,665 | $42.5M |
| FMR LLC | — | No change | 33,768 | $40.2M |
| First Eagle Investment Management, LLC | — | No change | 29,641 | $35.3M |
| Calamos Advisors LLC | — | Add +0.7% | 28,194 | $33.6M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | — | Add +1.9% | 27,138 | $32.3M |
| Nuveen, LLC | — | Reduce -21.6% | 26,948 | $32.1M |
| Advisors Capital Management, LLC | — | Add +4.0% | 24,824 | $29.6M |
| MacKay Shields LLC | — | Reduce -0.3% | 20,867 | $24.9M |
| Wells Fargo & Company | — | Reduce -30.2% | 19,159 | $22.8M |
| Villere St Denis J & Co. LLC | — | Add +0.1% | 18,612 | $22.2M |
| Invesco Ltd. | — | Reduce -9.1% | 18,415 | $21.9M |
| UBS Group AG | — | Add +132.5% | 17,581 | $20.9M |
| Ssi Investment Management LLC | — | Add +2.7% | 16,309 | $19.4M |
| Everett Harris & Co. | — | Reduce -4.5% | 14,225 | $16.9M |
| Pier 88 Investment Partners LLC | — | Reduce -2.6% | 13,653 | $16.3M |
| Focus Partners Wealth | — | Reduce -1.0% | 13,256 | $15.8M |
| Phraction Management LLC | — | Add +16.0% | 12,225 | $14.6M |
| JPMorgan Chase & Co. | — | Reduce -16.9% | 12,030 | $14.3M |
| Franklin Resources Inc. | — | Add +3.7% | 11,299 | $13.5M |
| CSS LLC | — | Reduce -56.4% | 10,314 | $12.3M |
| New England Asset Management Inc. | — | No change | 9,435 | $11.2M |
| Skaana Management L.P. | — | New | 8,822 | $10.4M |
| LPL Financial LLC | — | Add +13.3% | 8,316 | $9.9M |
| Alliancebernstein L.P. | — | Reduce -2.1% | 7,761 | $9.7M |
| Rational Advisors, Inc. | — | No change | 8,048 | $9.6M |
| Conning Inc. | — | Add +16.0% | 7,235 | $8.6M |
| Nomura Holdings Inc. | — | New | 7,172 | $8.5M |
| Icon Advisers Inc. | — | Add +39.4% | 7,174 | $8.5M |
| Raymond James Financial Inc. | — | Reduce -2.1% | 7,098 | $8.5M |
| RB Capital Management, LLC | — | Add +1.5% | 7,058 | $8.4M |
| Bank of America Corp. | — | Add +45.7% | 6,385 | $7.6M |
| Stratos Wealth Partners, LTD. | — | Add +4.0% | 6,235 | $7.4M |
| Xcel Wealth Management, LLC | — | Add +4.7% | 5,860 | $7.0M |
| Whalerock Point Partners, LLC | — | Add +20.4% | 5,307 | $6.3M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | — | Add +44.5% | 5,192 | $6.2M |
| Stifel Financial Corp. | — | Add +8.2% | 5,124 | $6.1M |
| Wellington Management Group LLP | — | Reduce -88.6% | 5,006 | $6.0M |
| Epiq Partners, LLC | — | Reduce -0.2% | 4,977 | $5.9M |
| Hudson Capital Management LLC | — | Add +4.0% | 4,871 | $5.8M |
| Cannell & Spears LLC | — | New | 4,753 | $5.7M |
| Russell Investments Group, Ltd. | — | Reduce -1.4% | 4,519,000 | $5.4M |
| Aequim Alternative Investments LP | — | New | 4,279 | $5.1M |
| Laffer Tengler Investments, Inc. | — | Add +28.3% | 4,213 | $5.1M |
| Ameritas Advisory Services, LLC | — | Reduce -1.2% | 3,838 | $4.6M |
| Palisade Capital Management, LP | — | Reduce -11.5% | 3,786 | $4.5M |
| Peloton Wealth Strategists | — | Add +5.8% | 3,645 | $4.3M |
| Seven Springs Wealth Group, LLC | — | Add +6.1% | 3,378 | $4.0M |
| Cutler Capital Management, LLC | — | New | 3,355 | $4.0M |
| Kestra Advisory Services, LLC | — | Reduce -1.5% | 3,301 | $3.9M |
| Lake Street Private Wealth, LLC | — | Reduce -0.3% | 2,876 | $3.4M |
| Wolverine Asset Management LLC | — | Reduce -12.9% | 2,792 | $3.3M |
| Agf Management Ltd. | — | No change | 2,500 | $3.0M |
| Marathon Trading Investment Management LLC | — | No change | 2,464 | $2.9M |
| Mariner, LLC | — | Add +0.0% | 2,444 | $2.9M |
| Searle & Co. | — | New | 2,441 | $2.9M |
| Neuberger Berman Group LLC | — | Reduce -1.4% | 2,439 | $2.9M |
| KCM Investment Advisors LLC | — | Reduce -4.4% | 2,330 | $2.8M |
| AEGON USA Investment Management, LLC | — | No change | 2,248 | $2.7M |
| Founders Capital Management, LLC | — | Reduce -0.7% | 2,218 | $2.6M |
| Montag A & Associates Inc. | — | Reduce -14.2% | 2,157 | $2.6M |
| Captrust Financial Advisors | — | Reduce -31.3% | 2,148 | $2.6M |
| LexAurum Advisors, LLC | — | — | 2,132 | $2.5M |
| Alexander Labrunerie & Co., Inc. | — | Reduce -3.5% | 2,062 | $2.5M |
| Susquehanna International Group, LLP | — | Reduce -7.1% | 2,055 | $2.4M |
| Private Wealth Partners, LLC | — | No change | 2,000 | $2.4M |
| Nomura Asset Management International Inc. | — | No change | 1,999 | $2.4M |
| Snowden Capital Advisors LLC | — | Add +26.9% | 1,966 | $2.3M |
| Uniplan Investment Counsel, Inc. | — | Reduce -5.8% | 1,915 | $2.3M |
| Shrier Wealth Management, LLC | — | Add +1.8% | 1,733 | $2.1M |
| Envestnet Asset Management Inc. | — | Reduce -54.5% | 1,706 | $2.0M |
| Schroder Investment Management Group | — | No change | 1,575 | $1.9M |
| Edgemoor Investment Advisors, Inc. | — | Reduce -0.8% | 1,569 | $1.9M |
| Summitry LLC | — | Reduce -4.1% | 1,553 | $1.9M |
| Curi Capital, LLC | — | Reduce -6.3% | 1,501 | $1.8M |
| Warberg Asset Management LLC | — | Add +71.8% | 1,500 | $1.8M |
| Jane Street Group, LLC | — | Add +786.6% | 1,454 | $1.7M |
| Cambridge Investment Research Advisors, Inc. | — | Add +0.4% | 1,318 | $1.6M |
| Sei Investments Co. | — | Reduce -9.3% | 1,306 | $1.6M |
| JT Stratford LLC | — | Reduce -2.8% | 1,294 | $1.5M |
| Diversify Wealth Management, LLC | — | New | 1,245 | $1.5M |
| Diversify Advisory Services, LLC | — | Add +0.4% | 1,212 | $1.5M |
| Apella Capital, LLC | — | New | 1,205 | $1.5M |
| Union Bancaire Privee, UBP SA | — | No change | 1,415 | $1.4M |
| Commonwealth Equity Services, LLC | — | Reduce -7.6% | 1,149 | $1.4M |
| Huntington National Bank | — | Add +2218.4% | 1,136 | $1.4M |
| Cove Private Wealth, LLC | — | No change | 1,115 | $1.3M |
| Magnus Financial Group LLC | — | Reduce -19.8% | 1,109 | $1.3M |
| Goldman Sachs Group Inc. | — | No change | 1,088 | $1.3M |
"% 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.