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J. Safra Asset Management’s Bank of America BAC Stock Holding History

J. Safra Asset Management’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 		$1.24M Sell
21,846
-733
-3% -$39K 0.06% 101
2026
Q1 		$1.1M Sell
22,579
-9,913
-31% -$512K 0.06% 89
2025
Q4 		$1.79M Buy
+32,492
New +$1.72M 0.09% 67

Other funds holding BAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

J. Safra Asset Management's BAC Position: Q2 2026 in Review

J. Safra Asset Management reduced its Bank of America (BAC) stake by 3.2% in Q2 2026, selling an estimated $39K and leaving 21,846 shares worth $1.24M. The position accounts for 0.06% of the portfolio, ranked #101.

J. Safra Asset Management first reported a position in BAC in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.79M in Q4 2025. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • J. Safra Asset Management held 21,846 shares of Bank of America worth $1.24M as of Q2 2026.
  • J. Safra Asset Management sold 733 Bank of America shares in Q2 2026, an estimated $39K.
  • Bank of America made up 0.06% of J. Safra Asset Management's portfolio in Q2 2026, its #101 holding.
  • J. Safra Asset Management first reported a position in Bank of America in Q4 2025 and has held it in 3 quarters since.
  • J. Safra Asset Management's Bank of America position peaked at $1.79M in Q4 2025.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on J. Safra Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.