DOSSIER · 13F Holders · Q1 2026
BAC F PERP 02

BANK OF AMERICA PFD D

3 institutions still hold BANK OF AMERICA PFD D as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 060505625·3 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$14M
visible holders
Holders
3
filers reporting
Concentration
86.62%
Atlas Wealth LLC #1
top holder share
AI Holders Summary · Q1 2026

3 institutions reported BAC F PERP 02 in Q1 2026. Atlas Wealth LLC leads at 86.6% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Atlas Wealth LLC
CIK 0001964106
$12M637K3.68%Q1 2026
02
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC
CIK 0001278678
$2M97K0.09%Q1 2026
03
VIMA LLC
CIK 0002012155
$29K2K0.03%Q2 2026