Jones Financial Companies
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Jones Financial Companies’s Bank of America BAC Stock Holding History

Jones Financial Companies’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 		$308M Buy
6,537,754
+5,014,104
+329% +$259M 0.15% 69
2025
Q4 		$83.8M Buy
1,523,650
+111,343
+8% +$5.89M 0.05% 120
2025
Q3 		$73.6M Buy
1,412,307
+135,464
+11% +$6.61M 0.05% 116
2025
Q2 		$60.2M Buy
1,276,843
+185,589
+17% +$7.81M 0.05% 117
2025
Q1 		$45.1M Buy
1,091,254
+230,606
+27% +$10.3M 0.04% 122
2024
Q4 		$37.8M Buy
860,648
+187,320
+28% +$8.24M 0.04% 108
2024
Q3 		$26.6M Buy
673,328
+191,206
+40% +$7.66M 0.03% 113
2024
Q2 		$19.2M Buy
482,122
+158,925
+49% +$6.09M 0.02% 102
2024
Q1 		$12.3M Buy
323,197
+8,357
+3% +$287K 0.02% 102
2023
Q4 		$10.6M Buy
314,840
+394
+0.1% +$11.5K 0.02% 100
2023
Q3 		$8.61M Sell
314,446
-28,405
-8% -$840K 0.01% 100
2023
Q2 		$9.84M Sell
342,851
-16,925
-5% -$483K 0.02% 94
2023
Q1 		$10.3M Sell
359,776
-13,522
-4% -$446K 0.02% 88
2022
Q4 		$12.4M Buy
373,298
+16,167
+5% +$557K 0.02% 83
2022
Q3 		$10.8M Buy
357,131
+13,149
+4% +$440K 0.02% 79
2022
Q2 		$10.7M Buy
343,982
+2,405
+0.7% +$86.6K 0.02% 81
2022
Q1 		$14.1M Buy
341,577
+14,649
+4% +$661K 0.02% 77
2021
Q4 		$14.5M Sell
326,928
-646
-0.2% -$29.4K 0.02% 77
2021
Q3 		$13.9M Sell
327,574
-3,673
-1% -$148K 0.02% 80
2021
Q2 		$13.7M Sell
331,247
-10,829
-3% -$444K 0.02% 80
2021
Q1 		$13.2M Sell
342,076
-1,971
-0.6% -$68K 0.02% 80
2020
Q4 		$10.4M Buy
344,047
+10,020
+3% +$269K 0.02% 88
2020
Q3 		$8.05M Sell
334,027
-13,892
-4% -$346K 0.02% 95
2020
Q2 		$8.26M Buy
347,919
+98,579
+40% +$2.33M 0.02% 93
2020
Q1 		$5.29M Buy
249,340
+133,763
+116% +$4.01M 0.01% 104
2019
Q4 		$4.07M Buy
115,577
+45,877
+66% +$1.48M 0.01% 116
2019
Q3 		$2.03M Buy
69,700
+26,959
+63% +$775K ﹤0.01% 128
2019
Q2 		$1.24M Buy
42,741
+24,728
+137% +$713K ﹤0.01% 139
2019
Q1 		$497K Sell
18,013
-1,370
-7% -$38.7K ﹤0.01% 163
2018
Q4 		$478K Buy
19,383
+490
+3% +$13.3K ﹤0.01% 166
2018
Q3 		$556K Buy
18,893
+2,679
+17% +$81.6K ﹤0.01% 164
2018
Q2 		$457K Sell
16,214
-694
-4% -$20.7K ﹤0.01% 171
2018
Q1 		$507K Sell
16,908
-2,215
-12% -$69.6K ﹤0.01% 166
2017
Q4 		$565K Buy
19,123
+1,511
+9% +$41.7K ﹤0.01% 173
2017
Q3 		$446K Buy
17,612
+2,520
+17% +$61.2K ﹤0.01% 176
2017
Q2 		$366K Sell
15,092
-253
-2% -$5.9K ﹤0.01% 178
2017
Q1 		$362K Sell
15,345
-3,343
-18% -$79.3K ﹤0.01% 185
2016
Q4 		$413K Sell
18,688
-2,062
-10% -$39.7K ﹤0.01% 182
2016
Q3 		$324K Buy
20,750
+870
+4% +$13K ﹤0.01% 195
2016
Q2 		$264K Sell
19,880
-10,014
-33% -$141K ﹤0.01% 204
2016
Q1 		$404K Buy
29,894
+3,740
+14% +$50.5K ﹤0.01% 179
2015
Q4 		$440K Sell
26,154
-4,804
-16% -$81.2K ﹤0.01% 188
2015
Q3 		$483K Sell
30,958
-3,752
-11% -$63.1K ﹤0.01% 185
2015
Q2 		$591K Sell
34,710
-11,406
-25% -$188K ﹤0.01% 179
2015
Q1 		$710K Sell
46,116
-6,062
-12% -$97.4K ﹤0.01% 176
2014
Q4 		$933K Sell
52,178
-12,012
-19% -$206K 0.01% 167
2014
Q3 		$1.09M Sell
64,190
-2,523
-4% -$40.2K 0.01% 150
2014
Q2 		$1.03M Sell
66,713
-48,690
-42% -$756K 0.01% 153
2014
Q1 		$1.99M Buy
115,403
+10,217
+10% +$172K 0.02% 122
2013
Q4 		$1.64M Buy
105,186
+16,265
+18% +$241K 0.01% 129
2013
Q3 		$1.23M Buy
88,921
+29,139
+49% +$416K 0.01% 137
2013
Q2 		$769K Buy
+59,782
New +$762K 0.01% 153

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

Jones Financial Companies's BAC Position: Q1 2026 in Review

Jones Financial Companies increased its Bank of America (BAC) stake by 329% in Q1 2026, buying an estimated $259M and bringing the position to 6,537,754 shares worth $308M. The position accounts for 0.15% of the portfolio, ranked #69.

Jones Financial Companies first reported a position in BAC in Q2 2013 and has held it in 52 quarters since. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Jones Financial Companies held 6,537,754 shares of Bank of America worth $308M as of Q1 2026.
  • Jones Financial Companies bought 5,014,104 Bank of America shares in Q1 2026, an estimated $259M.
  • Bank of America made up 0.15% of Jones Financial Companies's portfolio in Q1 2026, its #69 holding.
  • Jones Financial Companies first reported a position in Bank of America in Q2 2013 and has held it in 52 quarters since.
  • 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.