Jordan Park Group
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Jordan Park Group’s Bank of America BAC Stock Holding History

Jordan Park 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
Q3 		$1.03M Hold
19,000
– – 0.05% 54
2026
Q2 		$1.08M Hold
19,000
– – 0.05% 52
2026
Q1 		$926K Hold
19,000
– – 0.05% 52
2025
Q4 		$1.04M Hold
19,000
– – 0.06% 45
2025
Q3 		$980K Hold
19,000
– – 0.06% 45
2025
Q2 		$899K Hold
19,000
– – 0.06% 45
2025
Q1 		$793K Hold
19,000
– – 0.06% 47
2024
Q4 		$835K Hold
19,000
– – 0.06% 49
2024
Q3 		$754K Buy
+19,000
New +$761K 0.05% 52

Other funds holding BAC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Jordan Park Group's BAC Position: Q3 2026 in Review

Jordan Park Group held its Bank of America (BAC) position steady in Q3 2026 at 19,000 shares worth $1.03M. The position accounts for 0.05% of the portfolio, ranked #54.

Jordan Park Group first reported a position in BAC in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.08M in Q2 2026. 2,460 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • Jordan Park Group held 19,000 shares of Bank of America worth $1.03M as of Q3 2026.
  • Jordan Park Group left its Bank of America share count unchanged in Q3 2026.
  • Bank of America made up 0.05% of Jordan Park Group's portfolio in Q3 2026, its #54 holding.
  • Jordan Park Group first reported a position in Bank of America in Q3 2024 and has held it in 9 quarters since.
  • Jordan Park Group's Bank of America position peaked at $1.08M in Q2 2026.
  • 2,460 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Jordan Park Group's 13F filing for Q3 2026, filed 6 Nov 2026.