Bank of America Corporation - Preferred Stock
US ˙ NYSE ˙ US0605056821

SecurityBAC.PRL / Bank of America Corporation - Preferred Stock
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership130 shares
Latest Disclosed Value $ 154,903
IFP Advisors, Inc reports 4.84% increase in ownership of BAC.PRL / Bank of America Corporation - Preferred Stock

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 130 shares of Bank of America Corporation - Preferred Stock (US:BAC.PRL) valued at $154,903 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 124 shares of Bank of America Corporation - Preferred Stock. This represents a change in shares of 4.84% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-13 2026-03-31 13F BANK AMERICA cp 060505682 130 6 4.84 155 -0.65 0.0032
2026-02-06 2025-12-31 13F BANK AMERICA cp 060505682 124 23 22.77 155 20.16 0.0035
2026-02-06 2025-09-30 13F/A-1 BANK AMERICA cp 060505682 101 0 0.00 129 5.74 0.0034
2025-12-02 2025-09-30 13F BANK AMERICA CORP 7.25 CNV PFD L cp 060505682 101 0 129 0.0033
2025-07-24 2025-06-30 13F BANK AMERIC A cp 060505682 101 -58 -36.48 123 -37.76 0.0035
2025-05-05 2025-03-31 13F BANK AMERICA cp 060505682 159 -25 -13.59 196 -12.50 0.0061
2025-02-04 2024-12-31 13F BANK AMERICA cp 060505682 184 0 0.00 224 -4.27 0.0073
2025-02-04 2024-09-30 13F BANK AMERICA cp 060505682 184 -100 -35.21 234 -30.97 0.0084
2024-07-30 2024-06-30 13F BANK AMERICA cp 060505682 284 124 77.50 340 78.42 0.0135
2024-07-30 2024-03-31 13F BANK AMERICA cp 060505682 160 -40 -20.00 191 -21.16 0.0084
2024-01-09 2023-12-31 13F BANK AMERICA cp 060505682 200 -210 -51.22 241 -47.15 0.0114
2023-10-12 2023-09-30 13F BANK AMERICA cp 060505682 410 -89 -17.84 456 -21.92 0.0205
2023-08-14 2023-06-30 13F/A-1 BANK AMERICA cp 060505682 499 -245 -32.93 585 -37.81 0.0245
2023-08-04 2023-06-30 13F BANK AMERICA cp 060505682 499 -245 630 0.0292
2023-04-18 2023-03-31 13F BANK AMERICA cp 060505682 744 -120 -13.89 940 93,800.00 0.0409
2023-02-07 2022-12-31 13F BK OF AMERICA cp 060505682 864 -154 -15.13 1 -99.92 0.0292
2022-11-08 2022-09-30 13F BK OF AMERICA cp 060505682 1,018 3 0.30 1,287 0.31 0.0335
2022-09-06 2022-06-30 13F/A-1 BK OF AMERICA cp 060505682 1,015 0 0.00 1,283 0.00 0.0411
2022-09-06 2022-03-31 13F/A-1 BK OF AMERICA cp 060505682 1,015 -30 -2.87 1,283 -14.86 0.0411
2022-08-08 2022-03-31 13F BK OF AMERICA CORP 7.25CNV PFD L Convertible Preferred 060505682 1,045 0 1,319 0.0269
2022-01-12 2021-12-31 13F BK OF AMERICA CORP 7.25CNV PFD L Convertible Preferred 060505682 1,045 -59 -5.34 1,507 -5.22 0.0294
2021-10-06 2021-09-30 13F BK OF AMERICA CORP 7.25CNV PFD L Convertible Preferred 060505682 1,104 -50 -4.33 1,590 -2.27 0.0318
2021-07-13 2021-06-30 13F BK OF AMERICA CORP 7.25CNV PFD L Convertible Preferred 060505682 1,154 55 5.00 1,627 5.72 0.0337
2021-04-30 2021-03-31 13F BK OF AMERICA CORP 7.25CNV PFD L Convertible Preferred 060505682 1,099 -20 -1.79 1,539 -9.15 0.0299
2021-01-25 2020-12-31 13F BK OF AMERICA CORP 7.25CNV PFD L Convertible Preferred 060505682 1,119 0 0.00 1,694 1.56 0.0687
2020-10-29 2020-09-30 13F BK OF AMERICA CORP 7.25CNV PFD L Convertible Preferred 060505682 1,119 -20 -1.76 1,668 7.06 0.0996
2020-08-05 2020-06-30 13F BK OF AMERICA CORP 7.25CNV PFD L Convertible Preferred 060505682 1,139 -16 -1.39 1,558 5.13 0.1235
2020-05-12 2020-03-31 13F BK OF AMERICA CORP 7.25CNV PFD L Convertible Preferred 060505682 1,155 -10 -0.86 1,482 -13.38 0.1496
2020-01-17 2019-12-31 13F BANK AMER CORP 7.25CNV PFD L Convertible Preferred 060505682 1,165 0 0.00 1,711 -1.72 0.1286
2019-11-07 2019-09-30 13F BANK AMER CORP 7.25CNV PFD L Convertible Preferred 060505682 1,165 1,165 1,741 0.1166
2019-05-15 2019-03-31 13F BANK AMER CORP 7.25CNV PFD L Convertible Preferred 060505682 0 -435 -100.00 0 -100.00
2019-06-03 2018-12-31 13F/A-10 BANK AMER CORP 7.25CNV PFD L Convertible Preferred 060505682 435 45 11.54 545 7.92 0.0332
2019-01-23 2018-12-31 13F BANK AMER CORP 7.25CNV PFD L Convertible Preferred 060505682 435 45 545 0.0332
2019-06-03 2018-09-30 13F/A-9 BANK AMER CORP 7.25CNV PFD L Convertible Preferred 060505682 390 225 136.36 505 145.15 0.0206
2018-10-25 2018-09-30 13F BANK AMER CORP 7.25CNV PFD L Convertible Preferred 060505682 390 225 505 0.0206
2019-06-03 2018-06-30 13F/A-8 BANK AMER CORP 7.25CNV PFD L Convertible Preferred 060505682 165 15 10.00 206 4.04 0.0087
2018-08-07 2018-06-30 13F BANK AMER CORP 7.25CNV PFD L Convertible Preferred 060505682 165 0 206
2019-06-03 2018-03-31 13F/A-7 BANK AMER CORP 7.25CNV PFD L Convertible Preferred 060505682 150 0 0.00 198 0.00 0.0090
2018-05-09 2018-03-31 13F BANK AMER CORP 7.25CNV PFD L Convertible Preferred 060505682 165 15 213
2019-06-03 2017-12-31 13F/A-6 BANK AMER CORP 7.25CNV PFD L Convertible Preferred 060505682 150 30 25.00 198 26.92 0.0090
2018-01-24 2017-12-31 13F BANK AMER CORP 7.25CNV PFD L Convertible Preferred 060505682 150 30 198
2017-10-30 2017-09-30 13F BANK AMER CORP 7.25CNV PFD L Convertible Preferred 060505682 120 0 0.00 156 3.31 0.0062
2019-06-03 2017-06-30 13F/A-5 BANK AMER CORP 7.25CNV PFD L Convertible Preferred 060505682 120 50 71.43 151 79.76 0.0064
2017-07-31 2017-06-30 13F BANK AMER CORP 7.25CNV PFD L Convertible Preferred 060505682 120 50 151
2019-06-03 2017-03-31 13F/A-4 BANK AMER CORP 7.25CNV PFD L Convertible Preferred 060505682 70 0 0.00 84 2.44 0.0037
2017-04-26 2017-03-31 13F BANK AMER CORP 7.25CNV PFD L Convertible Preferred 060505682 70 0 84
2019-06-03 2016-12-31 13F/A-3 BANK AMER CORP 7.25CNV PFD L Convertible Preferred 060505682 70 45 180.00 82 164.52 0.0040
2017-02-14 2016-12-31 13F BANK AMER CORP 7.25CNV PFD L Convertible Preferred 060505682 70 45 82
2016-11-04 2016-09-30 13F BANK AMER CORP 7.25%CNV PFD L Convertible Preferred 060505682 25 25 31 0.0016
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.