DOSSIER · 13F Holders · Q2 2026
BAC 4.75 PERP SS

BK OF AMERICA CORP 4.750 DP P

3 institutions still hold BK OF AMERICA CORP 4.750 DP P as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 06055H871·3 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$3M
visible holders
Holders
3
filers reporting
Concentration
96.95%
Moran Wealth Management, LLC #1
top holder share
AI Holders Summary · Q2 2026

3 institutions reported BAC 4.75 PERP SS in Q2 2026. Moran Wealth Management, LLC leads at 96.9% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Moran Wealth Management, LLC
CIK 0001965334
$3M151K0.08%Q2 2026
02
McMillan Office, Inc.
CIK 0002109205
$77K4K0.01%Q2 2026
03
Estabrook Capital Management
CIK 0001344717
$14K7500.00%Q2 2026