Shufro Rose & Co’s Bank of America BAC Stock Holding History

Shufro Rose & Co’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
2023 Q1	–	Hold	0	–	-$132K	–	325
2022 Q4	–	Hold	0	–	–	–	301

Other funds holding BAC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Shufro Rose & Co's BAC Position: Q2 2026 in Review

Shufro Rose & Co reduced its Bank of America (BAC) stake by 2% in Q2 2026, selling an estimated $47.9K and leaving 44,493 shares worth $2.54M. The position accounts for 0.15% of the portfolio, ranked #75.

Shufro Rose & Co first reported a position in BAC in Q2 2013 and has held it in 53 quarters since. 3,621 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Shufro Rose & Co held 44,493 shares of Bank of America worth $2.54M as of Q2 2026.
Shufro Rose & Co sold 900 Bank of America shares in Q2 2026, an estimated $47.9K.
Bank of America made up 0.15% of Shufro Rose & Co's portfolio in Q2 2026, its #75 holding.
Shufro Rose & Co first reported a position in Bank of America in Q2 2013 and has held it in 53 quarters since.
3,621 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Shufro Rose & Co's 13F filing for Q2 2026, filed 12 Aug 2026.