Bank of America Corp. (bac F Perp E)Preferred / convertible

13F holders, Q3 2024 (September 30)
2holders +1
1new positions
0sold out
$24.35avg. 13F price*

At the end of Q3 2024, 2 institutions reported holding Bank of America Corp. (bac F Perp E) in their 13F filings, up 1 from Q2 2024. 1 opened new positions and 0 sold out. The largest holders were Atlas Wealth LLC ($446K) and ORG Partners LLC ($85K).

Company
Bank of America Corp. (bac F Perp E)
CUSIP
060505815
Latest filing quarter
Q4 2025

History

Number of 13F holders

012 Q1 2024: 2Q1 2024Q2 2024: 1Q2 2024Q3 2024: 2Q3 2024Q4 2024: 1Q4 2024Q1 2025: 1Q1 2025Q2 2025: 1Q2 2025Q3 2025: 1Q3 2025Q4 2025: 1Q4 2025

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions1$85K
Exits0$0

All 13F filers, Q2 2024 → Q3 2024: 3,500 shares bought and 30,453 shares sold, net −26,953 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2 holders

Atlas Wealth LLC — Reduce -62.5% 18,303 $446K
ORG Partners LLC — New 3,500 $85K

"% of holder's portfolio" is BANK OF AMERICA CORP (BAC F PERP E)'s weight in each manager's 13F, not the share of Bank of America Corp. (bac F Perp E) the manager owns.