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JFS Wealth Advisors’s Bank of America BAC Stock Holding History

JFS Wealth Advisors’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 		$967K Sell
16,962
-80
-0.5% -$4.25K 0.05% 173
2026
Q1 		$831K Sell
17,042
-2,869
-14% -$148K 0.05% 176
2025
Q4 		$1.1M Sell
19,911
-3,367
-14% -$178K 0.06% 154
2025
Q3 		$1.2M Buy
23,278
+2,386
+11% +$116K 0.07% 153
2025
Q2 		$989K Buy
20,892
+2,144
+11% +$90.2K 0.06% 150
2025
Q1 		$782K Buy
18,748
+491
+3% +$21.9K 0.05% 160
2024
Q4 		$802K Sell
18,257
-274
-1% -$12.1K 0.05% 154
2024
Q3 		$735K Buy
18,531
+12,396
+202% +$497K 0.05% 168
2024
Q2 		$244K Sell
6,135
-559
-8% -$21.4K 0.02% 219
2024
Q1 		$254K Buy
6,694
+479
+8% +$16.4K 0.02% 220
2023
Q4 		$209K Sell
6,215
-137
-2% -$3.99K 0.02% 232
2023
Q3 		$174K Buy
6,352
+250
+4% +$7.4K 0.02% 234
2023
Q2 		$175K Buy
6,102
+797
+15% +$22.7K 0.02% 231
2023
Q1 		$152K Sell
5,305
-2,069
-28% -$68.3K 0.01% 241
2022
Q4 		$244K Sell
7,374
-278
-4% -$9.58K 0.02% 199
2022
Q3 		$231K Sell
7,652
-78
-1% -$2.61K 0.03% 202
2022
Q2 		$241K Sell
7,730
-4,735
-38% -$170K 0.03% 194
2022
Q1 		$514K Buy
12,465
+2,547
+26% +$115K 0.05% 156
2021
Q4 		$441K Buy
9,918
+341
+4% +$15.5K 0.04% 166
2021
Q3 		$407K Buy
9,577
+1,403
+17% +$56.5K 0.04% 159
2021
Q2 		$337K Sell
8,174
-2,647
-24% -$109K 0.05% 134
2021
Q1 		$419K Buy
10,821
+2,293
+27% +$79.1K 0.09% 112
2020
Q4 		$258K Hold
8,528
– – 0.05% 131
2020
Q3 		$205K Buy
8,528
+800
+10% +$19.9K 0.05% 132
2020
Q2 		$184K Buy
7,728
+6,252
+424% +$148K 0.05% 141
2020
Q1 		$31K Sell
1,476
-9,182
-86% -$275K 0.01% 246
2019
Q4 		$375K Buy
10,658
+813
+8% +$26.3K 0.09% 104
2019
Q3 		$287K Buy
9,845
+7,690
+357% +$221K 0.07% 120
2019
Q2 		$62K Hold
2,155
– – 0.02% 225
2019
Q1 		$59K Hold
2,155
– – 0.02% 218
2018
Q4 		$53K Sell
2,155
-200
-8% -$5.43K 0.01% 224
2018
Q3 		$69K Sell
2,355
-69
-3% -$2.1K 0.02% 224
2018
Q2 		$68K Sell
2,424
-513
-17% -$15.3K 0.02% 220
2018
Q1 		$88K Sell
2,937
-5,343
-65% -$168K 0.02% 203
2017
Q4 		$244K Sell
8,280
-2,870
-26% -$79.1K 0.06% 124
2017
Q3 		$283K Buy
11,150
+24
+0.2% +$582 0.07% 109
2017
Q2 		$270K Sell
11,126
-844
-7% -$19.7K 0.07% 102
2017
Q1 		$265K Hold
11,970
– – 0.07% 109
2016
Q4 		$265K Sell
11,970
-5,757
-32% -$111K 0.07% 109
2016
Q3 		$277K Sell
17,727
-13,594
-43% -$202K 0.08% 104
2016
Q2 		$416K Sell
31,321
-5,032
-14% -$70.7K 0.11% 102
2016
Q1 		$491K Buy
36,353
+21,633
+147% +$292K 0.14% 86
2015
Q4 		$247K Buy
14,720
+2,133
+17% +$36.1K 0.07% 118
2015
Q3 		$196K Sell
12,587
-5,701
-31% -$95.9K 0.09% 102
2015
Q2 		$311K Sell
18,288
-5,653
-24% -$93.2K 0.16% 70
2015
Q1 		$368K Buy
23,941
+1,022
+4% +$16.4K 0.17% 64
2014
Q4 		$410K Buy
22,919
+1,058
+5% +$18.1K 0.07% 60
2014
Q3 		$373K Sell
21,861
-4,010
-15% -$63.8K 0.07% 53
2014
Q2 		$398K Sell
25,871
-390
-1% -$6.06K 0.07% 52
2014
Q1 		$452K Sell
26,261
-1,176
-4% -$19.8K 0.25% 57
2013
Q4 		$427K Sell
27,437
-585
-2% -$8.68K 0.19% 79
2013
Q3 		$387K Sell
28,022
-365
-1% -$5.21K 0.18% 84
2013
Q2 		$365K Buy
+28,387
New +$362K 0.18% 74

Other funds holding BAC

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

JFS Wealth Advisors's BAC Position: Q2 2026 in Review

JFS Wealth Advisors reduced its Bank of America (BAC) stake by 0.47% in Q2 2026, selling an estimated $4.25K and leaving 16,962 shares worth $967K. The position accounts for 0.05% of the portfolio, ranked #173.

JFS Wealth Advisors first reported a position in BAC in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.2M in Q3 2025. 1,723 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • JFS Wealth Advisors held 16,962 shares of Bank of America worth $967K as of Q2 2026.
  • JFS Wealth Advisors sold 80 Bank of America shares in Q2 2026, an estimated $4.25K.
  • Bank of America made up 0.05% of JFS Wealth Advisors's portfolio in Q2 2026, its #173 holding.
  • JFS Wealth Advisors first reported a position in Bank of America in Q2 2013 and has held it in 53 quarters since.
  • JFS Wealth Advisors's Bank of America position peaked at $1.2M in Q3 2025.
  • 1,723 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.