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

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 2025 → Q1 2026

InstitutionsTotal Value
New Positions27$198.7M
Exits15$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
Schnieders Capital Management, Llc. — No change 1,064 $1.3M
Coordinated Financial Services, Inc. — Add +0.3% 1,051 $1.3M
Pinnacle Holdings, LLC — Reduce -90.8% 1,012 $1.2M
Scotia Capital Inc. — Add +0.1% 1,011 $1.2M
High Point Wealth Management, LLC — Add +17.4% 1,010 $1.2M
180 Wealth Advisors, LLC — Add +0.1% 945 $1.1M
Osaic Holdings, Inc. — Reduce -19.2% 941 $1.1M
Evolve Private Wealth, LLC — No change 933 $1.1M
MeadowBrook Investment Advisors LLC — Add +8.5% 915 $1.1M
Baird Financial Group, Inc. — Reduce -3.8% 912 $1.1M
Patriot Financial Group Insurance Agency, LLC — Add +100.0% 906 $1.1M
Spectrum Asset Management, Inc. — No change 897 $1.1M
Penobscot Investment Management Company, Inc. — No change 888 $1.1M
US Bancorp \de — No change 829 $988K
Momentum Wealth Planning, LLC — Reduce -1.7% 827 $985K
Apollon Financial, LLC — Reduce -12.5% 806 $961K
Tamar Securities, LLC — Add +0.4% 803 $957K
UMB Bank, n.a. — No change 798 $951K
Cetera Investment Advisers — Add +19.6% 795 $947K
Rockefeller Capital Management L.P. — Reduce -22.1% 784 $934K
Virtue Asset Management LLC — No change 774 $922K
Webster Bank, N. A. — No change 748 $891K
&partners — Reduce -16.7% 730 $870K
Wetzel Investment Advisors, Inc. — No change 700 $834K
D.A. Davidson & Co. — Add +13.9% 696 $829K
Principle Wealth Partners LLC — Add +1.6% 657 $783K
Dorsey & Whitney Trust CO LLC — No change 652 $776K
BOS Asset Management, LLC — No change 633 $754K
Central Pacific Bank - Trust Division — No change 626 $746K
Valeo Financial Advisors, LLC — No change 590 $703K
First Foundation Advisors — No change 577 $688K
Private Advisor Group, LLC — Add +3.1% 572 $682K
Terril Brothers, Inc. — No change 558 $665K
Corient Private Wealth LP — No change 548 $653K
Jones Financial Companies LLLP — Add +11.9% 535 $636K
Resurgent Financial Advisors LLC — Add +0.4% 528 $629K
Asset Allocation & Management Company, LLC — No change 519 $619K
Truist Financial Corp. — Reduce -91.0% 512 $610K
Janney Montgomery Scott LLC — Reduce -26.0% 506 $603K
Novare Capital Management LLC — No change 504 $601K
Cresset Asset Management, LLC — No change 499 $595K
Waterloo Capital, L.P. — Add +0.6% 498 $593K
Cwm, LLC — Reduce -0.4% 497 $592K
Blair William & Co. — Reduce -4.6% 494 $589K
Benson Investment Management Company, Inc. — New 475 $566K
Arkadios Wealth Advisors — Reduce -68.5% 474 $565K
NewEdge Advisors, LLC — Reduce -19.6% 462 $551K
JRM Investment Counsel, LLC — Reduce -1.3% 461 $549K
Roman Butler Fullerton & Co. — No change 450 $542K
Rothschild Investment LLC — Add +62.7% 454 $541K
Insigneo Advisory Services, LLC — Reduce -1.5% 449 $535K
HRT Financial LP — New 447 $532K
SG Americas Securities, LLC — No change 430 $512K
Sowell Financial Services LLC — No change 421 $502K
Chicago Partners Investment Group LLC — Add +0.8% 402 $494K
10Elms LLP — Add +6750.0% 411 $490K
Ares Systematic Credit Ltd — New 408 $486K
Daymark Wealth Partners, LLC — Add +10.3% 398 $474K
Marathon Capital Management — No change 390 $465K
Integrated Wealth Concepts LLC — Add +5.5% 385 $459K
U.S. Capital Wealth Advisors, LLC — No change 385 $459K
Pacific Wealth Strategies Group, Inc. — No change 371 $442K
Centaurus Financial, Inc. — Add +0.3% 365 $434K
Fifth Third Bancorp — Add +39.4% 361 $430K
Cerity Partners LLC — Add +93.0% 359 $427K
Income Research & Management — No change 355 $423K
Wealth Enhancement Advisory Services, LLC — Reduce -28.0% 350 $413K
Sax Wealth Advisors, LLC — No change 330 $413K
Certified Advisory Corp — Reduce -7.7% 346 $412K
TCFG Wealth Management, LLC — No change 340 $405K
TCFG Investment Advisors, LLC — — 340 $405K
Ieq Capital, LLC — Add +7.0% 338 $403K
Kaizen Financial Strategies — Add +1.6% 325 $396K
GABELLI & Co INVESTMENT ADVISERS, INC. — No change 325 $387K
SCS Capital Management LLC — Reduce -5.3% 325 $387K
Calamos Wealth Management LLC — Add +1.9% 320 $381K
Bank of Montreal — Reduce -31.1% 319 $380K
Whittier Trust Co. — Add +16.4% 319 $379K
PFG Investments, LLC — Add +0.6% 314 $374K
Davis R M Inc. — No change 310 $369K
Islay Capital Management, LLC — No change 300 $357K
Marex Group Ltd — New 300 $357K
Oxbow Advisors, LLC — Reduce -12.2% 289 $345K
Citigroup Inc. — Add +3857.1% 277 $330K
Westshore Wealth, LLC — Reduce -3.5% 277 $330K
OneDigital Investment Advisors LLC — No change 269 $321K
Galvin, Gaustad & Stein, LLC — Reduce -39.8% 266 $317K
Sjbenen Advisory, LLC — No change 264 $315K
Evanson Asset Management, LLC — No change 251 $299K
Oppenheimer Asset Management Inc. — New 249 $297K
Creative Planning — Add +11.3% 247 $294K
Allworth Financial LP — Add +151.6% 234 $279K
Vanguard Capital Wealth Advisors — No change 230 $274K
Federation des caisses Desjardins du Quebec — No change 224 $267K
Wedbush Securities Inc. — Reduce -44.5% 222 $265K
Knightsbridge Asset Management, LLC — New 218 $260K
Financial Plan, Inc. — No change 213 $254K
Pennsylvania Capital Management Inc. — No change 212 $253K
Crescent Grove Advisors, LLC — No change 212 $253K
Aull & Monroe Investment Management Corp — No change 210 $250K
Oppenheimer & Co. Inc. — New 204 $243K
Prospera Financial Services Inc — No change 204 $243K
LifeSteps Financial, Inc. — New 202 $241K
Balentine LLC — No change 200 $238K
Steigerwald, Gordon & Koch Inc. — No change 200 $238K
Cohen & Steers, Inc. — No change 200 $238K
Rosenblum Silverman Sutton S F Inc. — No change 196 $234K
Stratos Wealth Advisors, LLC — Reduce -8.9% 194 $232K
Topsail Wealth Management, LLC — No change 189 $225K
Northside Capital Management, LLC — No change 185 $220K
Argent Trust Co — No change 182 $217K
Bank & Trust Co — No change 182 $217K
Perigon Wealth Management, LLC — No change 177 $211K
Obermeyer Wealth Partners — No change 172 $205K
Romano Brothers and Company — No change 170 $203K
Walled Lake Planning & Wealth Management, LLC — No change 170 $203K
Excalibur Management Corp. — Reduce -12.9% 168 $200K
Bessemer Group Inc. — New 165 $197K
Hollencrest Capital Management — No change 140 $167K
PNC Financial Services Group, Inc. — No change 139 $166K
AlphaCore Capital LLC — Reduce -20.0% 132 $158K
IFP Advisors, Inc — Add +4.8% 130 $155K
Wilmington Savings Fund Society, FSB — No change 116 $138K
Angeles Wealth Management, LLC — No change 100 $119K
Private Trust Co. NA — No change 99 $118K
Founders Financial Alliance, LLC — New 96 $115K
MAI Capital Management — Reduce -1.1% 91 $108K
Brown Brothers Harriman & Co. — No change 85 $101K
Steward Partners Investment Advisory, LLC — Add +40.0% 84 $100K
CoreCap Advisors, LLC — Reduce -5.8% 81 $97K
Northwestern Mutual Wealth Management Co. — No change 57 $68K
SRH Advisors, LLC — No change 50 $60K
EverSource Wealth Advisors, LLC — No change 50 $60K
Advisory Services Network, LLC — New 46 $55K
Colonial Trust Co / SC — No change 46 $55K
Parallel Advisors, LLC — Reduce -18.9% 43 $51K
Smithfield Trust Co — New 41 $49K
Quent Capital, LLC — No change 40 $48K
National Bank of Canada — No change 39 $46K
Ashton Thomas Private Wealth, LLC — New 37 $44K
Farther Finance Advisors, LLC — No change 35 $41K
Colonial Trust Advisors — No change 34 $41K
Alerus Financial NA — No change 30 $36K
Howe & Rusling Inc. — No change 28 $33K
Darwin Wealth Management, LLC — No change 26 $31K
Grove Bank & Trust — No change 25 $30K
Hager Investment Management Services, LLC — No change 25 $30K
Crews Bank & Trust — No change 25 $30K
Rossby Financial, LCC — No change 23 $27K
Powell Investment Advisors, LLC — No change 20 $24K
Prosperity Bancshares Inc — No change 16 $19K
Chelsea Counsel Co. — No change 15 $18K
Harbour Investments, Inc. — New 12 $14K
CNB Bank — No change 12 $14K
Keating Financial Advisory Services, Inc. — New 11 $13K
Bokf, NA — New 10 $12K
Hickory Point Bank & Trust — New 8 $10K
Family Manage LLC — No change 6 $7K
Center for Financial Planning, Inc. — No change 5 $6K
Caldwell Trust Co — No change 5 $6K
Chapman Financial Group, LLC — No change 4 $5K
North Star Investment Management Corp. — 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. — No change 3 $4K
Conquis Financial LLC — No change 1 $1K
TD Private Client Wealth LLC — No change 1 $1K
Spire Wealth Management — 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.