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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
Q2 		$249K Sell
4,362
-144
-3% -$7.66K 0.04% 133
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JSF Financial's BAC Position: Q2 2026 in Review

JSF Financial reduced its Bank of America (BAC) stake by 3.2% in Q2 2026, selling an estimated $7.66K and leaving 4,362 shares worth $249K. The position accounts for 0.04% of the portfolio, ranked #133.

JSF Financial first reported a position in BAC in Q2 2021 and has held it in 11 quarters since. The position peaked at $266K in Q3 2021. 3,608 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • JSF Financial held 4,362 shares of Bank of America worth $249K as of Q2 2026.
  • JSF Financial sold 144 Bank of America shares in Q2 2026, an estimated $7.66K.
  • Bank of America made up 0.04% of JSF Financial's portfolio in Q2 2026, its #133 holding.
  • JSF Financial first reported a position in Bank of America in Q2 2021 and has held it in 11 quarters since.
  • JSF Financial's Bank of America position peaked at $266K in Q3 2021.
  • 3,608 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on JSF Financial's 13F filing for Q2 2026, filed 28 Jul 2026.