Bank of America Corp. (bac 4.75 Perp Ss)Preferred / convertible
13F holders, Q2 2026 (June 30)3holders +1
1new positions
0sold out
$19.23avg. 13F price*
At the end of Q2 2026, 3 institutions reported holding Bank of America Corp. (bac 4.75 Perp Ss) in their 13F filings, up 1 from Q1 2026. 1 opened new positions and 0 sold out. The largest holders were Moran Wealth Management, LLC ($2.9M), McMillan Office, Inc. ($77K) and Estabrook Capital Management ($14K).
- Company
- Bank of America Corp. (bac 4.75 Perp Ss)
- CUSIP
- 06055H871
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $2.9M |
| Exits | 0 | $0 |
All 13F filers, Q1 2026 → Q2 2026: 150,825 shares bought, net +150,825 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Moran Wealth Management, LLC | — | New | 150,825 | $2.9M |
| McMillan Office, Inc. | — | No change | 4,000 | $77K |
| Estabrook Capital Management | — | No change | 750 | $14K |
"% of holder's portfolio" is BANK OF AMERICA CORP (BAC 4.75 PERP SS)'s weight in each manager's 13F, not the share of Bank of America Corp. (bac 4.75 Perp Ss) the manager owns.