Bank of America
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Bank of America’s Jefferies Financial Group JEF Stock Holding History

Bank of America’s Portfolio JEF Stock Details JEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-2,346
Closed -$57K – 8009
2013
Q3 		$57K Buy
2,346
+2,011
+600% +$48.1K ﹤0.01% 6345
2013
Q2 		$8K Buy
+335
New +$8.8K ﹤0.01% 7228

Other funds holding JEF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.38B AUM 57.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America's JEF Position: Q1 2026 in Review

Bank of America reduced its Jefferies Financial Group (JEF) stake by 55% in Q1 2026, selling an estimated $49.2M and leaving 775,985 shares worth $32M. The position accounts for ﹤0.01% of the portfolio, ranked #1987.

Bank of America first reported a position in JEF in Q2 2013 and has held it in 52 quarters since. The position peaked at $142M in Q4 2024. 557 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

  • Bank of America held 775,985 shares of Jefferies Financial Group worth $32M as of Q1 2026.
  • Bank of America sold 947,158 Jefferies Financial Group shares in Q1 2026, an estimated $49.2M.
  • Jefferies Financial Group made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #1987 holding.
  • Bank of America first reported a position in Jefferies Financial Group in Q2 2013 and has held it in 52 quarters since.
  • Bank of America's Jefferies Financial Group position peaked at $142M in Q4 2024.
  • 557 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.