Bank of America Depository Shares Series GG
BAC.PRB
6 hedge funds and large institutions have $2.17M invested in Bank of America Depository Shares Series GG in 2025 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 0 reducing their positions, and 2 closing their positions.
0.2% less ownership
Funds ownership: 0.2% → 0% (-0.2%)
14% less funds holding
Funds holding: 7 → 6 (-1)
18% less capital invested
Capital invested by funds: $2.64M → $2.17M (-$478K)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PWMAG
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
|
+$202K |
| 2 |
CCAM
Cascades Capital Asset Management
Greensboro,
North Carolina
|
+$63.8K |
| 3 |
NS
NBC Securities
Birmingham,
Alabama
|
+$682 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WPP
Whalerock Point Partners
Providence,
Rhode Island
|
-$697K |
| 2 |
WIM
Westside Investment Management
Santa Monica,
California
|
-$75.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CCAM
1
Cascades Capital Asset Management
Greensboro,
North Carolina
| $1.43M | +$63.8K | +2,525 | +5% |
|
|
SCM
2
Sterling Capital Management
Charlotte,
North Carolina
| $334K | – | – | – |
|
|
PWMAG
3
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
| $202K | +$202K | +8,000 | New |
|
|
NS
4
NBC Securities
Birmingham,
Alabama
| $118K | +$682 | +27 | +0.6% |
|
5
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $66.7K | – | – | – |
|
|
AIC
6
Archer Investment Corporation
Carmel,
Indiana
| $10.1K | – | – | – |
|
|
WPP
7
Whalerock Point Partners
Providence,
Rhode Island
| – | -$697K | -28,000 | Closed |
|
|
WIM
8
Westside Investment Management
Santa Monica,
California
| – | -$75.7K | -3,000 | Closed |
|
BAC.PRB Hedge Fund Activity: Q3 2025 in Review
6 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Bank of America Depository Shares Series GG (BAC.PRB) for Q3 2025, worth a combined $2.17M — down 18% from $2.64M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of BAC.PRB and 1 opened new positions — a net loss of 1 holder — while 0 trimmed existing stakes and 2 added.
The largest buyer was Pinnacle Wealth Management Advisory Group, opening a new position worth an estimated $202K. The largest seller was Whalerock Point Partners, exiting entirely with an estimated $697K sold.
- 6 institutional investors held Bank of America Depository Shares Series GG (BAC.PRB) as of Q3 2025, down from 7 in Q2 2025.
- Funds reported $2.17M of Bank of America Depository Shares Series GG stock for Q3 2025, down 18% quarter-over-quarter.
- 1 fund opened new Bank of America Depository Shares Series GG positions in Q3 2025 and 2 closed out, a net change of -1 holder.
- The largest Bank of America Depository Shares Series GG buyer in Q3 2025 was Pinnacle Wealth Management Advisory Group, an estimated $202K added.
- The largest Bank of America Depository Shares Series GG seller in Q3 2025 was Whalerock Point Partners, an estimated $697K sold.
Based on aggregated 13F filings for Q3 2025.