Bank of America Corp. (bac 4.125 Perp Pp)Preferred / convertible
13F holders, Q1 2025 (March 31)3holders +1
1new positions
0sold out
$17.40avg. 13F price*
At the end of Q1 2025, 3 institutions reported holding Bank of America Corp. (bac 4.125 Perp Pp) in their 13F filings, up 1 from Q4 2024. 1 opened new positions and 0 sold out. The largest holders were Asset Planning,Inc ($275K), Thompson Investment Management, Inc. ($49K) and PNC Financial Services Group, Inc. ($14K).
- Company
- Bank of America Corp. (bac 4.125 Perp Pp)
- Filed as
- BANK AMERICA CORP (Q1 2025)
- CUSIP
- 06055H608
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $275K |
| Exits | 0 | $0 |
All 13F filers, Q4 2024 → Q1 2025: 15,806 shares bought and 16 shares sold, net +15,790 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Asset Planning,Inc | — | New | 15,806 | $275K |
| Thompson Investment Management, Inc. | — | No change | 2,800 | $49K |
| PNC Financial Services Group, Inc. | — | Reduce -1.9% | 813 | $14K |
"% 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.