JSF Financial’s Bank of America BAC Stock Holding History

JSF Financial’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	$220K	Buy	4,506 +834	+23%	+$43K	0.04%	120
2025 Q4	$202K	Buy	+3,672	New	+$194K	0.04%	128
2024 Q2	–	Sell	-5,879	Closed	-$223K	–	111
2024 Q1	$223K	Sell	5,879 -593	-9%	-$20.4K	0.07%	102
2023 Q4	$218K	Buy	+6,472	New	+$188K	0.08%	98
2023 Q3	–	Sell	-7,548	Closed	-$217K	–	102
2023 Q2	$217K	Sell	7,548 -1,201	-14%	-$34.3K	0.08%	97
2023 Q1	$250K	Buy	+8,749	New	+$289K	0.09%	101
2022 Q2	–	Sell	-5,280	Closed	-$218K	–	102
2022 Q1	$218K	Buy	5,280 +246	+5%	+$11.1K	0.09%	104
2021 Q4	$224K	Sell	5,034 -1,236	-20%	-$56.3K	0.11%	99
2021 Q3	$266K	Buy	6,270 +1,399	+29%	+$56.4K	0.13%	93
2021 Q2	$201K	Buy	+4,871	New	+$200K	0.12%	99

Other funds holding BAC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JSF Financial's BAC Position: Q1 2026 in Review

JSF Financial increased its Bank of America (BAC) stake by 23% in Q1 2026, buying an estimated $43K and bringing the position to 4,506 shares worth $220K. The position accounts for 0.04% of the portfolio, ranked #120.

JSF Financial first reported a position in BAC in Q2 2021 and has held it in 10 quarters since. The position peaked at $266K in Q3 2021. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

JSF Financial held 4,506 shares of Bank of America worth $220K as of Q1 2026.
JSF Financial bought 834 Bank of America shares in Q1 2026, an estimated $43K.
Bank of America made up 0.04% of JSF Financial's portfolio in Q1 2026, its #120 holding.
JSF Financial first reported a position in Bank of America in Q2 2021 and has held it in 10 quarters since.
JSF Financial's Bank of America position peaked at $266K in Q3 2021.
3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on JSF Financial's 13F filing for Q1 2026, filed 7 May 2026.