J.E. Simmons & Co’s Bank of America BAC Stock Holding History

J.E. Simmons & Co’s Portfolio BAC Stock Details BAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$337K	Hold	5,921	–	–	0.19%	53
2026 Q1	$289K	Hold	5,921	–	–	0.19%	53
2025 Q4	$326K	Buy	+5,921	New	+$313K	0.21%	46

Other funds holding BAC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

J.E. Simmons & Co's BAC Position: Q2 2026 in Review

J.E. Simmons & Co held its Bank of America (BAC) position steady in Q2 2026 at 5,921 shares worth $337K. The position accounts for 0.19% of the portfolio, ranked #53.

J.E. Simmons & Co first reported a position in BAC in Q4 2025 and has held it in 3 quarters since. 3,605 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

J.E. Simmons & Co held 5,921 shares of Bank of America worth $337K as of Q2 2026.
J.E. Simmons & Co left its Bank of America share count unchanged in Q2 2026.
Bank of America made up 0.19% of J.E. Simmons & Co's portfolio in Q2 2026, its #53 holding.
J.E. Simmons & Co first reported a position in Bank of America in Q4 2025 and has held it in 3 quarters since.
3,605 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on J.E. Simmons & Co's 13F filing for Q2 2026, filed 15 Jul 2026.