Bank of America Corp. (bac 4.75 Perp Ss)Preferred / convertible

13F holders, Q4 2025 (December 31)
3holders +1
0new positions
0sold out
$19.69avg. 13F price*

At the end of Q4 2025, 3 institutions reported holding Bank of America Corp. (bac 4.75 Perp Ss) in their 13F filings, up 1 from Q3 2025. 0 opened new positions and 0 sold out. The largest holders were McMillan Office, Inc. ($79K), Estabrook Capital Management ($15K) and Lanark Financial, Inc. ($630).

Company
Bank of America Corp. (bac 4.75 Perp Ss)
CUSIP
06055H871
Latest filing quarter
Q2 2026

History

Number of 13F holders

0123 Q1 2024: 2Q1 2024Q2 2024: 3Q2 2024Q3 2024: 3Q3 2024Q4 2024: 1Q4 2024Q1 2025: 1Q1 2025Q2 2025: 1Q2 2025Q3 2025: 2Q3 2025Q4 2025: 3Q4 2025Q1 2026: 2Q1 2026Q2 2026: 3Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions0$0
Exits0$0

All 13F filers, Q3 2025 → Q4 2025: 2 shares sold, net −2 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 3 holders

McMillan Office, Inc. — — 4,000 $79K
Estabrook Capital Management — No change 750 $15K
Lanark Financial, Inc. — Reduce -5.9% 32 $630

"% 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.