WETZEL INVESTMENT ADVISORS, INC. BAC/PRL — BANK OF AMERICA CORPORATION. 7.25 CNV PFD L NON-CUMULATIVE SERIES L

Ownership history in WETZEL INVESTMENT ADVISORS, INC.  ·  10 quarters on record

AI Ownership Summary

WETZEL INVESTMENT ADVISORS, INC. reported BANK OF AMERICA CORPORATION. 7.25 CNV PFD L NON-CUMULATIVE SERIES L (BAC/PRL) in 10 quarterly 13F filings from 2024 Q2 through 2026 Q3. Peak portfolio weight reached 0.48% in 2024 Q2. The latest visible filing shows BAC/PRL at 0.29% 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.

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 WETZEL INVESTMENT ADVISORS, INC.'s position in BANK OF AMERICA CORPORATION. 7.25 CNV PFD L NON-CUMULATIVE SERIES 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 0.29% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.48% in 2024 Q2

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.

BAC/PRL stock page WETZEL INVESTMENT ADVISORS, INC. fund profile WETZEL INVESTMENT ADVISORS, INC. full holdings
How WETZEL INVESTMENT ADVISORS, INC. 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 — — — 700 — 0% 0.29% $855K 2026-10-13 —
2026 Q2 UNCHANGED — — — 700 — 0% 0.30% $878K 2026-07-23 —
2026 Q1 UNCHANGED — — — 700 — 0% 0.33% $834K 2026-04-22 —
2025 Q4 UNCHANGED — — — 700 — 0% 0.36% $889K 2026-01-22 —
2025 Q3 UNCHANGED — — — 700 — 0% 0.38% $896K 2025-10-27 —
2025 Q2 UNCHANGED — — — 700 — 0% 0.39% $849K 2025-07-18 —
2025 Q1 UNCHANGED — — — 700 — 0% 0.44% $864K 2025-04-22 —
2024 Q4 UNCHANGED — — — 700 — 0% 0.43% $866K 2025-01-22 —
2024 Q3 UNCHANGED — — — 700 — 0% 0.45% $891K 2024-10-29 —
2024 Q2 INITIATED — — — 700 — — 0.48% $836K 2024-08-07 —

🏢 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% Asset Allocation & Management Company, LLC 3Y 0.2% Vanguard Capital Wealth Advisors 3Y 7Y 0.19% BOS Asset Management, LLC 3Y 0.18% Kaizen Financial Strategies 3Y 0.16% Aull & Monroe Investment Management Corp 3Y 7Y 0.16% Bank & Trust Co 0.14% LifeSteps Financial, Inc. 3Y 0.11%

FAQ About WETZEL INVESTMENT ADVISORS, 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 WETZEL INVESTMENT ADVISORS, INC. reported owning BAC/PRL?

WETZEL INVESTMENT ADVISORS, INC. reported BAC/PRL across 10 quarterly 13F filings, from 2024 Q2 through 2026 Q3.

What was the largest reported BAC/PRL position in WETZEL INVESTMENT ADVISORS, INC.'s portfolio?

The largest reported portfolio weight for BAC/PRL was 0.48% in 2024 Q2.

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

The most recent filing on this page is 2026 Q3, when WETZEL INVESTMENT ADVISORS, INC. reported 700 shares, equal to 0.29% of portfolio, with an estimated market value of $855K.

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

The chart compares WETZEL INVESTMENT ADVISORS, 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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