Bank of America Corp. (bac 5.375 Perp Kk)Preferred / convertible
13F holders, Q4 2025 (December 31)10holders +3
3new positions
0sold out
$21.98avg. 13F price*
At the end of Q4 2025, 10 institutions reported holding Bank of America Corp. (bac 5.375 Perp Kk) in their 13F filings, up 3 from Q3 2025. 3 opened new positions and 0 sold out. The largest holders were ORG Partners LLC ($1.3M), Whalerock Point Partners, LLC ($308K) and Estabrook Capital Management ($88K).
- Company
- Bank of America Corp. (bac 5.375 Perp Kk)
- Filed as
- 06053U601 (Q4 2025)
- CUSIP
- 06053U601
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $343K |
| Exits | 0 | $0 |
All 13F filers, Q3 2025 → Q4 2025: 15,631 shares bought and 4,860 shares sold, net +10,771 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 10 holders
| ORG Partners LLC | — | Reduce -7.5% | 57,857 | $1.3M |
| Whalerock Point Partners, LLC | — | New | 14,000 | $308K |
| Estabrook Capital Management | — | No change | 4,000 | $88K |
| Lanark Financial, Inc. | — | Add +0.8% | 3,734 | $82K |
| Thompson Investment Management, Inc. | — | No change | 1,250 | $27K |
| Proathlete Wealth Management LLC | — | New | 1,000 | $22K |
| Ogorek Anthony Joseph /NY/ | — | No change | 750 | $16K |
| PNC Financial Services Group, Inc. | — | Reduce -20.7% | 614 | $14K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | — | New | 600 | $13K |
| Curio Wealth, LLC | — | No change | 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.