Raymond James Financial
BAC icon

Raymond James Financial’s Bank of America BAC Stock Holding History

Raymond James 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 		$591M Sell
12,129,999
-2,397,954
-17% -$124M 0.18% 95
2025
Q4 		$800M Sell
14,527,953
-9,013
-0.1% -$476K 0.25% 69
2025
Q3 		$750M Sell
14,536,966
-1,591,167
-10% -$77.6M 0.24% 69
2025
Q2 		$763M Buy
16,128,133
+4,078,962
+34% +$172M 0.26% 64
2025
Q1 		$503M Buy
12,049,171
+176,538
+1% +$7.87M 0.19% 98
2024
Q4 		$522M Buy
+11,872,633
New +$522M 0.19% 94

Other funds holding BAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Raymond James Financial's BAC Position: Q1 2026 in Review

Raymond James Financial reduced its Bank of America (BAC) stake by 17% in Q1 2026, selling an estimated $124M and leaving 12,129,999 shares worth $591M. The position accounts for 0.18% of the portfolio, ranked #95.

Raymond James Financial first reported a position in BAC in Q4 2024 and has held it in 6 quarters since. The position peaked at $800M in Q4 2025. 3,469 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Raymond James Financial held 12,129,999 shares of Bank of America worth $591M as of Q1 2026.
  • Raymond James Financial sold 2,397,954 Bank of America shares in Q1 2026, an estimated $124M.
  • Bank of America made up 0.18% of Raymond James Financial's portfolio in Q1 2026, its #95 holding.
  • Raymond James Financial first reported a position in Bank of America in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's Bank of America position peaked at $800M in Q4 2025.
  • 3,469 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.