LifeSteps Financial, Inc. BAC/PRL — BK OF AMERICA CORP 7.25CNV PFD L

Ownership history in LifeSteps Financial, Inc.  ·  4 quarters on record

AI Ownership Summary

LifeSteps Financial, Inc. reported BK OF AMERICA CORP 7.25CNV PFD L (BAC/PRL) in 4 quarterly 13F filings from 2026 Q1 through 2026 Q3. Peak portfolio weight reached 0.15% in 2026 Q1. The latest visible filing shows BAC/PRL at 0.11% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BAC/PRL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LifeSteps Financial, Inc.'s position in BK OF AMERICA CORP 7.25CNV PFD L, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

BAC/PRL was reported at 0.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.15% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BAC/PRL stock page LifeSteps Financial, Inc. fund profile LifeSteps Financial, Inc. full holdings
How LifeSteps Financial, Inc. held BAC/PRL — position size vs. price
% of Fund (quarterly)
📋 Quarterly Holdings History 3 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 REDUCED — — — 194 -20 -9.3% 0.11% $237K 2026-10-15 —
2026 Q2 ADDED — — — 214 +12 +5.9% 0.13% $268K 2026-07-17 —
2026 Q1 ADDED — — — 202 +112 +124.4% 0.15% $241K 2026-04-22 —
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding BAC/PRL

As of 2026 Q3 — sorted by position size

Phraction Management LLC 3Y 2.68% EPIQ PARTNERS, LLC 3Y 2.62% MACKAY SHIELDS LLC 3Y 7Y 0.92% WETZEL INVESTMENT ADVISORS, INC. 0.29% Asset Allocation & Management Company, LLC 3Y 0.2% BOS Asset Management, LLC 3Y 0.18% Kaizen Financial Strategies 3Y 0.16% Bank & Trust Co 0.14% Central Pacific Bank - Trust Division 0.08% Patriot Financial Group Insurance Agency, LLC 3Y 7Y 0.05%

FAQ About LifeSteps Financial, Inc. and BAC/PRL

These are the practical questions this page is built to answer before you even open the full history table.

How long has LifeSteps Financial, Inc. reported owning BAC/PRL?

LifeSteps Financial, Inc. reported BAC/PRL across 3 quarterly 13F filings, from 2026 Q1 through 2026 Q3.

What was the largest reported BAC/PRL position in LifeSteps Financial, Inc.'s portfolio?

The largest reported portfolio weight for BAC/PRL was 0.15% in 2026 Q1.

What is the latest reported BAC/PRL position on this page?

The most recent filing on this page is 2026 Q3, when LifeSteps Financial, Inc. reported 194 shares, equal to 0.11% of portfolio, with an estimated market value of $237K.

What does the chart on this BAC/PRL ownership page compare?

The chart compares LifeSteps Financial, Inc.'s quarterly BAC/PRL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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