Jacobs Levy Equity Management
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Jacobs Levy Equity Management’s Bank of America BAC Stock Holding History

Jacobs Levy Equity 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
Q1 		$16.5M Sell
338,537
-36,359
-10% -$1.88M 0.07% 233
2025
Q4 		$20.6M Sell
374,896
-498,332
-57% -$26.3M 0.08% 205
2025
Q3 		$45M Buy
+873,228
New +$42.6M 0.18% 123
2022
Q3 		– Sell
-110,587
Closed -$3.44M – 1003
2022
Q2 		$3.44M Buy
+110,587
New +$3.98M 0.03% 482
2020
Q3 		– Sell
-20,372
Closed -$484K – 1024
2020
Q2 		$484K Sell
20,372
-165,699
-89% -$3.92M 0.01% 795
2020
Q1 		$3.95M Buy
186,071
+53,741
+41% +$1.61M 0.05% 339
2019
Q4 		$4.66M Sell
132,330
-60,370
-31% -$1.95M 0.05% 387
2019
Q3 		$5.62M Sell
192,700
-465,630
-71% -$13.4M 0.07% 317
2019
Q2 		$19.1M Buy
658,330
+507,520
+337% +$14.6M 0.26% 99
2019
Q1 		$4.16M Sell
150,810
-210,070
-58% -$5.94M 0.06% 363
2018
Q4 		$8.89M Buy
360,880
+283,780
+368% +$7.7M 0.16% 155
2018
Q3 		$2.27M Sell
77,100
-124,080
-62% -$3.78M 0.03% 488
2018
Q2 		$5.67M Buy
201,180
+128,800
+178% +$3.84M 0.09% 270
2018
Q1 		$2.17M Sell
72,380
-28,200
-28% -$886K 0.04% 463
2017
Q4 		$2.97M Buy
100,580
+73,630
+273% +$2.03M 0.05% 381
2017
Q3 		$683K Buy
26,950
+3,300
+14% +$80.1K 0.01% 657
2017
Q2 		$574K Sell
23,650
-62,730
-73% -$1.46M 0.01% 671
2017
Q1 		$2.04M Buy
86,380
+49,600
+135% +$1.18M 0.04% 418
2016
Q4 		$813K Buy
36,780
+20,890
+131% +$402K 0.02% 594
2016
Q3 		$249K Sell
15,890
-4,100
-21% -$61.1K ﹤0.01% 845
2016
Q2 		$265K Buy
+19,990
New +$281K 0.01% 916
2013
Q3 		– Sell
-116,000
Closed -$1.49M – 927
2013
Q2 		$1.49M Buy
+116,000
New +$1.48M 0.03% 483

Other funds holding BAC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jacobs Levy Equity Management's BAC Position: Q1 2026 in Review

Jacobs Levy Equity Management reduced its Bank of America (BAC) stake by 9.7% in Q1 2026, selling an estimated $1.88M and leaving 338,537 shares worth $16.5M. The position accounts for 0.07% of the portfolio, ranked #233.

Jacobs Levy Equity Management first reported a position in BAC in Q2 2013 and has held it in 22 quarters since. The position peaked at $45M in Q3 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Jacobs Levy Equity Management held 338,537 shares of Bank of America worth $16.5M as of Q1 2026.
  • Jacobs Levy Equity Management sold 36,359 Bank of America shares in Q1 2026, an estimated $1.88M.
  • Bank of America made up 0.07% of Jacobs Levy Equity Management's portfolio in Q1 2026, its #233 holding.
  • Jacobs Levy Equity Management first reported a position in Bank of America in Q2 2013 and has held it in 22 quarters since.
  • Jacobs Levy Equity Management's Bank of America position peaked at $45M in Q3 2025.
  • 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Jacobs Levy Equity Management's 13F filing for Q1 2026, filed 15 May 2026.