13FBOX
BANK AMERICA 5.375pcnt PFD · 13F Institutional Holdings
Options Calculator Rankings
B

BANK AMERICA 5.375pcnt PFD

Institutions
9
Combined AUM (Q2 2026)
$602,319
Combined Shares (Q2 2026)
28,054
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+3,443
4 · 3 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-399
2 · 1 Exit · ≈
⚖️ Net
+3,044
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$602,319
Institutions
9
New Buys
3
Adds
1
Reduces
1
Exits
1
Unchanged
4
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
WHALEROCK POINT PARTNERS, LLC
0.05%0.06%#1$300,58014,000$303,10014,00000.00%Unchanged
Estabrook Capital Management
0.03%0.03%#2$193,2309,000$194,8509,00000.00%Unchanged
THOMPSON INVESTMENT MANAGEMENT, INC.
<0.01%#5$26,8371,250$00+1,250New Buy
First Command Advisory Services, Inc.
<0.01%<0.01%#7$25,3351,180$8,379387+793+204.91%Add
GAMMA Investing LLC
<0.01%#6$17,176800$00+800New Buy
OGOREK ANTHONY JOSEPH /NY/ /ADV
<0.01%<0.01%#4$16,102750$16,00075000.00%Unchanged
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.
<0.01%#3$12,882600$00+600New Buy
PNC FINANCIAL SERVICES GROUP, INC.
<0.01%<0.01%#9$10,026467$10,305476-9-1.89%Reduce
Ascentis Independent Advisors
<0.01%<0.01%#8$1517$151700.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow