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 Q2	$1.5M	Sell	26,300 -114,000	-81%	-$6.06M	0.01%	797
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 $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

Jefferies Financial Group's BAC Position: Q2 2026 in Review

Jefferies Financial Group reduced its Bank of America (BAC) stake by 65% in Q2 2026, selling an estimated $16.1M and leaving 162,381 shares worth $9.25M. The position accounts for 0.06% of the portfolio, ranked #263.

Jefferies Financial Group first reported a position in BAC in Q4 2022 and has held it in 15 quarters since. The position peaked at $22.7M in Q1 2026. 3,609 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Jefferies Financial Group held 162,381 shares of Bank of America worth $9.25M as of Q2 2026.
Jefferies Financial Group sold 302,639 Bank of America shares in Q2 2026, an estimated $16.1M.
Bank of America made up 0.06% of Jefferies Financial Group's portfolio in Q2 2026, its #263 holding.
Jefferies Financial Group first reported a position in Bank of America in Q4 2022 and has held it in 15 quarters since.
Jefferies Financial Group's Bank of America position peaked at $22.7M in Q1 2026.
3,609 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.