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Jacobsen Capital Management’s Bank of America BAC Stock Holding History

Jacobsen Capital 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 		$641K Buy
11,255
+22
+0.2% +$1.17K 0.19% 51
2026
Q1 		$548K Buy
11,233
+52
+0.5% +$2.68K 0.18% 53
2025
Q4 		$615K Buy
11,181
+212
+2% +$11.2K 0.2% 48
2025
Q3 		$566K Buy
10,969
+1,029
+10% +$50.2K 0.19% 47
2025
Q2 		$470K Buy
9,940
+538
+6% +$22.6K 0.17% 57
2025
Q1 		$392K Buy
9,402
+373
+4% +$16.6K 0.17% 52
2024
Q4 		$397K Sell
9,029
-70
-0.8% -$3.08K 0.17% 49
2024
Q3 		$361K Buy
9,099
+1,113
+14% +$44.6K 0.15% 55
2024
Q2 		$318K Buy
7,986
+798
+11% +$30.6K 0.14% 58
2024
Q1 		$273K Sell
7,188
-1,447
-17% -$49.7K 0.13% 68
2023
Q4 		$291K Buy
8,635
+646
+8% +$18.8K 0.15% 59
2023
Q3 		$219K Buy
7,989
+907
+13% +$26.8K 0.12% 68
2023
Q2 		$203K Sell
7,082
-3,581
-34% -$102K 0.1% 70
2023
Q1 		$305K Buy
+10,663
New +$352K 0.16% 57

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 $3.38T AUM 44.17% 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

Jacobsen Capital Management's BAC Position: Q2 2026 in Review

Jacobsen Capital Management increased its Bank of America (BAC) stake by 0.2% in Q2 2026, buying an estimated $1.17K and bringing the position to 11,255 shares worth $641K. The position accounts for 0.19% of the portfolio, ranked #51.

Jacobsen Capital Management first reported a position in BAC in Q1 2023 and has held it in 14 quarters since. 3,621 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Jacobsen Capital Management held 11,255 shares of Bank of America worth $641K as of Q2 2026.
  • Jacobsen Capital Management bought 22 Bank of America shares in Q2 2026, an estimated $1.17K.
  • Bank of America made up 0.19% of Jacobsen Capital Management's portfolio in Q2 2026, its #51 holding.
  • Jacobsen Capital Management first reported a position in Bank of America in Q1 2023 and has held it in 14 quarters since.
  • 3,621 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Jacobsen Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.