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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 		$32.3M Buy
662,200
+69,200
+12% +$3.57M 0.22% 79
2025
Q4 		$32.6M Buy
593,000
+116,900
+25% +$6.18M 0.17% 115
2025
Q3 		$24.6M Sell
476,100
-482,600
-50% -$23.5M 0.12% 130
2025
Q2 		$45.4M Buy
958,700
+822,700
+605% +$34.6M 0.38% 44
2025
Q1 		$5.68M Buy
136,000
+57,000
+72% +$2.54M 0.05% 259
2024
Q4 		$3.47M Buy
+79,000
New +$3.48M 0.02% 478
2024
Q3 		– Sell
-12,500
Closed -$497K – 1442
2024
Q2 		$497K Buy
+12,500
New +$479K 0.01% 973
2024
Q1 		– Sell
-85,600
Closed -$2.88M – 1614
2023
Q4 		$2.88M Buy
85,600
+45,000
+111% +$1.31M 0.02% 573
2023
Q3 		$1.11M Sell
40,600
-9,400
-19% -$278K 0.01% 795
2023
Q2 		$1.43M Sell
50,000
-239,300
-83% -$6.83M 0.01% 778
2023
Q1 		$8.27M Sell
289,300
-197,700
-41% -$6.53M 0.07% 251
2022
Q4 		$16.1M Buy
+487,000
New +$16.8M 0.11% 147

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

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.