DOSSIER · 13F Holders · Q4 2025
BAC 5.375 PERP KK

Bank of America Corp 5.375 Pe

9 institutions still hold Bank of America Corp 5.375 Pe as of Q4 2025. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 06053U601·9 13F holders·last filed Dec 31, 2025
Market cap
13F value held
$2M
visible holders
Holders
9
filers reporting
Concentration
68.22%
ORG Partners LLC #1
top holder share
AI Holders Summary · Q4 2025

9 institutions reported BAC 5.375 PERP KK in Q4 2025. ORG Partners LLC leads at 68.2% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
ORG Partners LLC
CIK 0001979372
$1M58K0.22%Q4 2025
02
WHALEROCK POINT PARTNERS, LLC
CIK 0001389709
$301K14K0.05%Q2 2026
03
Estabrook Capital Management
CIK 0001344717
$193K9K0.03%Q2 2026
04
THOMPSON INVESTMENT MANAGEMENT, INC.
CIK 0001277279
$27K1K0.00%Q2 2026
05
First Command Advisory Services, Inc.
CIK 0001727336
$25K1K0.00%Q2 2026
06
GAMMA Investing LLC
CIK 0002010235
$17K8000.00%Q2 2026
07
OGOREK ANTHONY JOSEPH /NY/ /ADV
CIK 0000714364
$16K7500.00%Q1 2026
08
PNC FINANCIAL SERVICES GROUP, INC.
CIK 0000713676
$14K6140.00%Q4 2025
09
Golden State Equity Partners
CIK 0001845003
$15170.00%Q1 2026