CUSIP 06053U601
BANK OF AMER 5.375 PFD
12 institutions · $630.1K total · 33,566 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | WHALEROCK POINT PARTNERS, LLC | 14,000 | $307.9K | 41.70% | 2025-12-31 |
| 2 | Estabrook Capital Management | 4,000 | $88.0K | 11.91% | 2025-12-31 |
| 3 | NBC SECURITIES, INC. | 3,734 | $82.1K | 11.12% | 2025-12-31 |
| 4 | ORG Partners LLC | 3,000 | $66.0K | 8.93% | 2025-12-31 |
| 5 | Register Financial Advisors LLC | 1,286 | $26.9K | 3.83% | 2023-03-31 |
| 6 | PROATHLETE WEALTH MANAGEMENT LLC | 1,000 | $22.0K | 2.97% | 2025-12-31 |
| 7 | PNC Financial Services Group, Inc. | 614 | $13.5K | 1.82% | 2025-12-31 |
| 8 | THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 600 | $13.2K | 1.78% | 2025-12-31 |
| 9 | CURIO WEALTH, LLC | 390 | $8.6K | 1.16% | 2025-12-31 |
| 10 | Financial Gravity Asset Management, Inc. | 79 | $1.9K | 0.23% | 2024-03-31 |
| 11 | Bartlett & Co. LLC | 4,113 | $88 | 12.25% | 2023-12-31 |
| 12 | OGOREK ANTHONY JOSEPH /NY/ /ADV | 750 | $16 | 2.23% | 2025-12-31 |