Bank of America Corp. (bac 4.375 Perp Nn)Preferred / convertible
13F holders, Q1 2025 (March 31)5holders
1new positions
1sold out
$18.49avg. 13F price*
At the end of Q1 2025, 5 institutions reported holding Bank of America Corp. (bac 4.375 Perp Nn) in their 13F filings, unchanged from Q4 2024. 1 opened new positions and 1 sold out. The largest holders were CCM Investment Advisers LLC ($185K), Asset Planning,Inc ($77K) and Thompson Investment Management, Inc. ($55K).
- Company
- Bank of America Corp. (bac 4.375 Perp Nn)
- Filed as
- BANK AMERICA CORP DP (Q1 2025)
- CUSIP
- 06055H400
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $77K |
| Exits | 1 | $6.2M |
All 13F filers, Q4 2024 → Q1 2025: 4,158 shares bought and 320,914 shares sold, net −316,756 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| CCM Investment Advisers LLC | — | No change | 10,000 | $185K |
| Asset Planning,Inc | — | New | 4,158 | $77K |
| Thompson Investment Management, Inc. | — | No change | 3,000 | $55K |
| 1620 Investment Advisors, Inc. | — | No change | 1,640 | $30K |
| PNC Financial Services Group, Inc. | — | Reduce -6.1% | 1,304 | $24K |
"% of holder's portfolio" is BANK OF AMERICA CORP (BAC 4.375 PERP NN)'s weight in each manager's 13F, not the share of Bank of America Corp. (bac 4.375 Perp Nn) the manager owns.