Institutional Ownership
Bank Of Amer 5.375 Pfd
CUSIP 06053U601PREFERRED STOCKBAC.5.375.PERP.KKQ1 2026
Institutional Holders
8
13F filers
Shares Held
26.3K
Aggregate institutional
Institutional Value
$552.3K
Q1 2026
Net New Holders
-1
2 new · 3 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions2
Increased1
Decreased1
Sold out3
Institutional Holders
8 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Whalerock Point Partners, LLC | 14.0K | $303.1K | 0 | Held |
| 2 | Estabrook Capital Management | 9.0K | $194.8K | +5.0K | Added |
| 3 | Thompson Investment Management, Inc. | 1.3K | $27.1K | 0 | Held |
| 4 | Pnc Financial Services Group, Inc. | 476 | $10.3K | −138 | Reduced |
| 5 | Curio Wealth, LLC | 390 | $8.4K | 0 | Held |
| 6 | First Command Advisory Services, Inc. | 387 | $8.4K | +387 | New |
| 7 | Ascentis Independent Advisors | 7 | $151 | +7 | New |
| 8 | Ogorek Anthony Joseph /Ny/ /Adv | 750 | $16 | 0 | Held |