Bank of America Corp. (bac 5.375 Perp Kk)Preferred / convertible
13F holders, Q2 2025 (June 30)7holders
1new positions
1sold out
$21.95avg. 13F price*
At the end of Q2 2025, 7 institutions reported holding Bank of America Corp. (bac 5.375 Perp Kk) in their 13F filings, unchanged from Q1 2025. 1 opened new positions and 1 sold out. The largest holders were ORG Partners LLC ($1.6M), Whalerock Point Partners, LLC ($305K) and Lanark Financial, Inc. ($80K).
- Company
- Bank of America Corp. (bac 5.375 Perp Kk)
- Filed as
- 06053U601 (Q2 2025)
- CUSIP
- 06053U601
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $80K |
| Exits | 1 | $13K |
All 13F filers, Q1 2025 → Q2 2025: 4,061 shares bought and 8,462 shares sold, net −4,401 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 7 holders
| ORG Partners LLC | — | Reduce -9.4% | 73,207 | $1.6M |
| Whalerock Point Partners, LLC | — | No change | 14,000 | $305K |
| Lanark Financial, Inc. | — | New | 3,672 | $80K |
| Thompson Investment Management, Inc. | — | No change | 1,250 | $27K |
| PNC Financial Services Group, Inc. | — | Reduce -20.6% | 1,088 | $24K |
| Ogorek Anthony Joseph /NY/ | — | No change | 750 | $16K |
| Curio Wealth, LLC | — | Add +38900.0% | 390 | $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.