Jacobsen Capital Management
Position in BAC — Bank Of America Corp /De/
CIK 1782491
SALT LAKE CITY, UT
Position in BAC
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$641,309
+$93,701 QoQ
Shares Held
11,255
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#2,292
of 3,594 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Jacobsen Capital Management holds $3,213,788 across 4 Banks - Diversified names. BAC ranks #2 (20.0% of the industry book) .
All Filings in BAC
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $641,309 | 11,255 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $547,608 | 11,233 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $614,955 | 11,181 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $565,890 | 10,969 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $470,360 | 9,940 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $392,345 | 9,402 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $396,824 | 9,029 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $361,048 | 9,099 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $317,603 | 7,986 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $272,568 | 7,188 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $290,740 | 8,635 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $218,738 | 7,989 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $203,182 | 7,082 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $304,961 | 10,663 | Shares | Sole | 2023-05-02 | |
| No filing history on record for this holder in this stock. | ||||||