Position in BAC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$379,465,033
+$60,749,527 QoQ
Shares Held
6,659,618
+1.9% QoQ
Ownership
0.095%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#89
of 3,594 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026JONES FINANCIAL COMPANIES LLLP holds $2,587,358,852 across 19 Banks - Diversified names. BAC ranks #2 (14.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
2,180,764 | $713,829,479 | |
| 2 | BAC |
Bank Of America Corp /De/
This page
|
6,659,618 | $379,465,033 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
4,142,748 | $342,356,694 | |
| 4 | C |
Citigroup Inc
|
1,534,134 | $214,717,393 | |
| 5 | UBS |
UBS Group AG
|
4,128,651 | $204,615,943 | |
| 6 | BCS |
Barclays PLC
|
6,994,045 | $187,860,047 | |
| 7 | ING |
Ing Groep NV
|
5,077,640 | $159,336,342 | |
| 8 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
5,545,925 | $138,980,880 |
All Filings in BAC
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $379,465,033 | 6,659,618 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $318,715,506 | 6,537,754 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $83,800,750 | 1,523,650 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $72,860,917 | 1,412,307 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $60,420,210 | 1,276,843 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $45,538,028 | 1,091,254 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $37,825,479 | 860,648 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $26,717,654 | 673,328 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $19,173,991 | 482,122 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $12,255,630 | 323,197 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $10,600,662 | 314,840 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $8,609,531 | 314,446 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $9,836,395 | 342,851 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $10,289,593 | 359,776 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $12,363,628 | 373,298 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $10,785,355 | 357,131 | Shares | Defined | 2022-11-03 | |
| 2022-06-30 | $10,708,159 | 343,982 | Shares | Defined | 2022-08-08 | |
| 2022-03-31 | $14,079,803 | 341,577 | Shares | Defined | 2022-05-02 | |
| 2021-12-31 | $14,545,026 | 326,928 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $13,905,516 | 327,574 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $13,657,313 | 331,247 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $13,234,920 | 342,076 | Shares | Defined | 2021-04-30 | |
| 2020-12-31 | $10,428,063 | 344,047 | Shares | Defined | 2021-02-08 | |
| 2020-09-30 | $8,046,710 | 334,027 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $8,263,075 | 347,919 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $5,293,487 | 249,340 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||