Bank of America Corp. (bac 5.375 Perp Kk)Preferred / convertible
13F holders, Q1 2025 (March 31)7holders +1
1new positions
0sold out
$22.37avg. 13F price*
At the end of Q1 2025, 7 institutions reported holding Bank of America Corp. (bac 5.375 Perp Kk) in their 13F filings, up 1 from Q4 2024. 1 opened new positions and 0 sold out. The largest holders were ORG Partners LLC ($1.8M), Whalerock Point Partners, LLC ($314K) and PNC Financial Services Group, Inc. ($31K).
- Company
- Bank of America Corp. (bac 5.375 Perp Kk)
- Filed as
- 06053U601 (Q1 2025)
- CUSIP
- 06053U601
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $13K |
| Exits | 0 | $0 |
All 13F filers, Q4 2024 → Q1 2025: 3,820 shares bought and 453 shares sold, net +3,367 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 7 holders
| ORG Partners LLC | — | Add +4.2% | 80,787 | $1.8M |
| Whalerock Point Partners, LLC | — | No change | 14,000 | $314K |
| PNC Financial Services Group, Inc. | — | Reduce -4.5% | 1,370 | $31K |
| Thompson Investment Management, Inc. | — | No change | 1,250 | $28K |
| Ogorek Anthony Joseph /NY/ | — | No change | 750 | $16K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | — | New | 600 | $13K |
| Curio Wealth, LLC | — | Reduce -99.7% | 1 | $9K |
"% of holder's portfolio" is BANK OF AMERICA CORP (BAC 5.375 PERP KK)'s weight in each manager's 13F, not the share of Bank of America Corp. (bac 5.375 Perp Kk) the manager owns.