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

Jefferies Financial Group’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	$6.84M	Sell	140,300 -4,300	-3%	-$222K	0.05%	273
2025 Q4	$7.95M	Sell	144,600 -880,400	-86%	-$46.5M	0.04%	380
2025 Q3	$52.9M	Buy	1,025,000 +820,100	+400%	+$40M	0.25%	59
2025 Q2	$9.7M	Buy	204,900 +18,900	+10%	+$795K	0.08%	179
2025 Q1	$7.76M	Buy	186,000 +107,000	+135%	+$4.77M	0.07%	200
2024 Q4	$3.47M	Buy	+79,000	New	+$3.48M	0.02%	477
2024 Q3	–	Sell	-12,500	Closed	-$497K	–	1441
2024 Q2	$497K	Buy	+12,500	New	+$479K	0.01%	972
2024 Q1	–	Sell	-245,700	Closed	-$8.27M	–	1613
2023 Q4	$8.27M	Buy	+245,700	New	+$7.15M	0.05%	270
2023 Q3	–	Sell	-75,000	Closed	-$2.15M	–	1621
2023 Q2	$2.15M	Sell	75,000 -295,000	-80%	-$8.42M	0.02%	633
2023 Q1	$10.6M	Buy	370,000 +360,000	+3,600%	+$11.9M	0.09%	200
2022 Q4	$331K	Buy	+10,000	New	+$344K	﹤0.01%	1174

Other funds holding BAC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jefferies Financial Group's BAC Position: Q1 2026 in Review

Jefferies Financial Group increased its Bank of America (BAC) stake by 183% in Q1 2026, buying an estimated $15.5M and bringing the position to 465,020 shares worth $22.7M. The position accounts for 0.16% of the portfolio, ranked #107.

Jefferies Financial Group first reported a position in BAC in Q4 2022 and has held it in 14 quarters since. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Jefferies Financial Group held 465,020 shares of Bank of America worth $22.7M as of Q1 2026.
Jefferies Financial Group bought 300,890 Bank of America shares in Q1 2026, an estimated $15.5M.
Bank of America made up 0.16% of Jefferies Financial Group's portfolio in Q1 2026, its #107 holding.
Jefferies Financial Group first reported a position in Bank of America in Q4 2022 and has held it in 14 quarters since.
3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.