Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / 7.25%CNV PFD L
-
Total 13F shares
-
33,441
-
Share change
-
-1,803
-
Total reported value
-
$41,616,892
-
Price per share
-
$1252.00
-
Number of holders
-
40
-
Value change
-
-$2,296,474
-
Number of buys
-
9
-
Number of sells
-
8
Institutional Holders of BANK AMERICA CORP - 7.25%CNV PFD L (BACPRL) as of Q4 2025
As of 31 Dec 2025,
BANK AMERICA CORP - 7.25%CNV PFD L (BACPRL) was held by
40 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
33,441 shares.
The largest 10 holders included
Stratos Wealth Partners, LTD., EPIQ PARTNERS, LLC, Hudson Capital Management LLC, LAKE STREET PRIVATE WEALTH, LLC, SHRIER WEALTH MANAGEMENT, LLC, Union Bancaire Privee, UBP SA, Magnus Financial Group LLC, 180 WEALTH ADVISORS, LLC, Apollon Financial, LLC, and MeadowBrook Investment Advisors LLC.
This page lists
40
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.