Bank of America Corp. (bac 4.125 Perp Pp)Preferred / convertible

13F holders, Q2 2026 (June 30)
4holders +2
2new positions
0sold out
$16.81avg. 13F price*

At the end of Q2 2026, 4 institutions reported holding Bank of America Corp. (bac 4.125 Perp Pp) in their 13F filings, up 2 from Q1 2026. 2 opened new positions and 0 sold out. The largest holders were Pinnacle Holdings, LLC ($168K), Thompson Investment Management, Inc. ($47K) and PNC Financial Services Group, Inc. ($7K).

Company
Bank of America Corp. (bac 4.125 Perp Pp)
Filed as
BAC 4 1/8 PERP (Q2 2026)
CUSIP
06055H608
Latest filing quarter
Q2 2026

History

Number of 13F holders

01234 Q1 2024: 1Q1 2024Q2 2024: 2Q2 2024Q3 2024: 2Q3 2024Q4 2024: 2Q4 2024Q1 2025: 3Q1 2025Q2 2025: 2Q2 2025Q3 2025: 3Q3 2025Q4 2025: 3Q4 2025Q1 2026: 2Q1 2026Q2 2026: 4Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions2$170K
Exits0$0

All 13F filers, Q1 2026 → Q2 2026: 10,116 shares bought, net +10,116 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 4 holders

Pinnacle Holdings, LLC — New 10,000 $168K
Thompson Investment Management, Inc. — No change 2,800 $47K
PNC Financial Services Group, Inc. — Add +1.9% 440 $7K
First Command Advisory Services, Inc. — New 108 $2K

"% of holder's portfolio" is BANK OF AMERICA CORP (BAC 4.125 PERP PP)'s weight in each manager's 13F, not the share of Bank of America Corp. (bac 4.125 Perp Pp) the manager owns.