Vanguard Capital Wealth Advisors BAC/PRL — BANK OF AMERIC 7.25 PFD CONV SER L DUE 01/30/13

Ownership history in Vanguard Capital Wealth Advisors  ·  34 quarters on record

AI Ownership Summary

Vanguard Capital Wealth Advisors reported BANK OF AMERIC 7.25 PFD CONV SER L DUE 01/30/13 (BAC/PRL) in 34 quarterly 13F filings from 2024 Q2 through 2026 Q3. Peak portfolio weight reached 0.35% in 2025 Q1. The latest visible filing shows BAC/PRL at 0.19% 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 Vanguard Capital Wealth Advisors's position in BANK OF AMERIC 7.25 PFD CONV SER L DUE 01/30/13, 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 0.19% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.35% in 2025 Q1

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

Time in book
Holding Window
2024 Q2 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.

How Vanguard Capital Wealth Advisors held BAC/PRL — position size vs. price
% of Fund (quarterly)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 UNCHANGED — — — 230 — 0% 0.19% $281K 2026-10-16 —
2026 Q2 UNCHANGED — — — 230 — 0% 0.20% $289K 2026-07-23 —
2026 Q1 UNCHANGED — — — 230 — 0% 0.25% $274K 2026-04-21 —
2025 Q4 REDUCED — — — 230 -5 -2.1% 0.23% $288K 2026-01-16 —
2025 Q3 UNCHANGED — — — 235 — 0% 0.24% $301K 2025-10-30 —
2025 Q2 UNCHANGED — — — 235 — 0% 0.28% $285K 2025-07-11 —
2025 Q1 UNCHANGED — — — 235 — 0% 0.35% $290K 2025-04-11 —
2024 Q4 UNCHANGED — — — 235 — 0% 0.31% $287K 2025-02-18 —
2024 Q3 UNCHANGED — — — 235 — 0% 0.31% $299K 2024-10-25 —
2024 Q2 UNCHANGED — — — 235 — 0% 0.19% $281K 2024-08-08 —
24 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Vanguard Capital Wealth Advisors 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 Vanguard Capital Wealth Advisors reported owning BAC/PRL?

Vanguard Capital Wealth Advisors reported BAC/PRL across 10 quarterly 13F filings, from 2024 Q2 through 2026 Q3.

What was the largest reported BAC/PRL position in Vanguard Capital Wealth Advisors's portfolio?

The largest reported portfolio weight for BAC/PRL was 0.35% in 2025 Q1.

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

The most recent filing on this page is 2026 Q3, when Vanguard Capital Wealth Advisors reported 230 shares, equal to 0.19% of portfolio, with an estimated market value of $281K.

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

The chart compares Vanguard Capital Wealth Advisors'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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