Bofa Finance LLC (bac 0.6 05/25/27 Mtn)
13F holders, Q1 2025 (March 31)6holders −1
0new positions
2sold out
$1.00avg. 13F price*
At the end of Q1 2025, 6 institutions reported holding Bofa Finance LLC (bac 0.6 05/25/27 Mtn) in their 13F filings, down 1 from Q4 2024. 0 opened new positions and 2 sold out. The largest holders were Angelo Gordon & Co., L.P. ($24.0M), Income Research & Management ($8.7M) and State Street Corp. ($7.5M).
- Company
- Bofa Finance LLC (bac 0.6 05/25/27 Mtn)
- CUSIP
- 09709UV70
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 2 | $6.2M |
All 13F filers, Q4 2024 → Q1 2025: 10,000,000 shares bought and 6,120,000 shares sold, net +3,880,000 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 6 holders
| Angelo Gordon & Co., L.P. | 5.06% | Add +70.8% | 24,133,000 | $24.0M |
| Income Research & Management | 3.72% | No change | 8,780,000 | $8.7M |
| State Street Corp. | 0.00% | No change | 7,500,000 | $7.5M |
| Ameritas Investment Partners, Inc. | 0.09% | No change | 2,570,000 | $2.6M |
| Nuveen, LLC | 0.00% | — | 6,970 | $417K |
| Laffer Tengler Investments, Inc. | 0.00% | No change | 1,500 | $1K |
"% of holder's portfolio" is BOFA FINANCE LLC (BAC 0.6 05/25/27 MTN)'s weight in each manager's 13F, not the share of Bofa Finance LLC (bac 0.6 05/25/27 Mtn) the manager owns.