SJS Investment Consulting
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SJS Investment Consulting’s Bank of America BAC Stock Holding History

SJS Investment Consulting’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
Q3 		$595K Buy
10,924
+2,259
+26% +$138K 0.06% 84
2026
Q2 		$494K Buy
8,665
+525
+6% +$27.9K 0.05% 91
2026
Q1 		$397K Buy
8,140
+487
+6% +$25.1K 0.05% 93
2025
Q4 		$421K Buy
7,653
+269
+4% +$14.2K 0.05% 86
2025
Q3 		$381K Buy
7,384
+1,338
+22% +$65.3K 0.05% 89
2025
Q2 		$286K Sell
6,046
-76
-1% -$3.2K 0.05% 80
2025
Q1 		$255K Buy
6,122
+11
+0.2% +$490 0.04% 83
2024
Q4 		$269K Sell
6,111
-68
-1% -$2.99K 0.05% 77
2024
Q3 		$245K Hold
6,179
– – 0.04% 79
2024
Q2 		$246K Buy
6,179
+3
+0% +$115 0.05% 75
2024
Q1 		$234K Buy
6,176
+2,146
+53% +$73.7K 0.05% 83
2023
Q4 		$136K Sell
4,030
-92
-2% -$2.68K 0.03% 98
2023
Q3 		$113K Buy
4,122
+64
+2% +$1.89K 0.03% 104
2023
Q2 		$116K Sell
4,058
-97
-2% -$2.77K 0.03% 97
2023
Q1 		$119K Sell
4,155
-6
-0.1% -$198 0.03% 99
2022
Q4 		$138K Sell
4,161
-921
-18% -$31.7K 0.04% 96
2022
Q3 		$153K Buy
+5,082
New +$170K 0.05% 92
2022
Q1 		$223K Buy
5,417
+551
+11% +$24.9K 0.07% 82
2021
Q4 		$216K Buy
+4,866
New +$222K 0.06% 85

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BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

SJS Investment Consulting's BAC Position: Q3 2026 in Review

SJS Investment Consulting increased its Bank of America (BAC) stake by 26% in Q3 2026, buying an estimated $138K and bringing the position to 10,924 shares worth $595K. The position accounts for 0.06% of the portfolio, ranked #84.

SJS Investment Consulting first reported a position in BAC in Q4 2021 and has held it in 19 quarters since. 3,152 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • SJS Investment Consulting held 10,924 shares of Bank of America worth $595K as of Q3 2026.
  • SJS Investment Consulting bought 2,259 Bank of America shares in Q3 2026, an estimated $138K.
  • Bank of America made up 0.06% of SJS Investment Consulting's portfolio in Q3 2026, its #84 holding.
  • SJS Investment Consulting first reported a position in Bank of America in Q4 2021 and has held it in 19 quarters since.
  • 3,152 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on SJS Investment Consulting's 13F filing for Q3 2026, filed 26 Oct 2026.