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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
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Shufro Rose & Co's BAC Position: Q1 2026 in Review

Shufro Rose & Co increased its Bank of America (BAC) stake by 1.9% in Q1 2026, buying an estimated $42.7K and bringing the position to 45,393 shares worth $2.21M. The position accounts for 0.15% of the portfolio, ranked #76.

Shufro Rose & Co first reported a position in BAC in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.45M in Q4 2025. 3,462 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Shufro Rose & Co held 45,393 shares of Bank of America worth $2.21M as of Q1 2026.
  • Shufro Rose & Co bought 828 Bank of America shares in Q1 2026, an estimated $42.7K.
  • Bank of America made up 0.15% of Shufro Rose & Co's portfolio in Q1 2026, its #76 holding.
  • Shufro Rose & Co first reported a position in Bank of America in Q2 2013 and has held it in 52 quarters since.
  • Shufro Rose & Co's Bank of America position peaked at $2.45M in Q4 2025.
  • 3,462 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Shufro Rose & Co's 13F filing for Q1 2026, filed 15 May 2026.