BOFA FIN LLC - MTNF 0.600% 5/2 Institutional Ownership

13F Institutional Holders and Ownership History from Q2 2023 to Q4 2025

Type / Class
Debt / MTNF 0.600% 5/2
Market price (% of par)
108.55%
All holders as of 30 Sep 2025
Q3 2025
Total 13F principal
$506,562,000
Total reported market value
$499,859,561
Principal change
+$10,625,500
Market value change
+$9,136,361
Number of holders
26
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

As of 30 Sep 2025, 26 institutional investors reported holding $506,562,000 in principal (par value) of BOFA FIN LLC - MTNF 0.600% 5/2.

Institutional Holders of BOFA FIN LLC - MTNF 0.600% 5/2 across Reporting Periods

Period Principal Value Change Price (% of par) (Median) Investors
2025 Q4 $9,803,000 $10,641,157 +$374,498 108.55% 1
2025 Q3 $506,562,000 $499,859,561 +$9,136,361 98.9% 26
2025 Q2 $562,918,500 $554,335,806 +$5,119,206 98.12% 31
2025 Q1 $499,447,500 $497,735,023 -$375,302 99.54% 26
2024 Q4 $509,631,500 $522,588,137 +$29,209,125 102.25% 28
2024 Q3 $478,004,500 $538,633,621 +$525,871,348 110.95% 29
2024 Q2 $1,500 $1,792,163 119477.53% 1
2024 Q1 $1,500 $1,909,995 127333.0% 1
2023 Q4 $1,500 $1,631,625 108775.0% 1
2023 Q3 $1,500 $1,612,675 107511.67% 1
2023 Q2 $1,500 $1,729,465 +$1,729,465 115297.67% 1