JACOBS LEVY EQUITY MANAGEMENT, INC
Position in BAC — Bank Of America Corp /De/
CIK 884414
FLORHAM PARK, NJ
Position in BAC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$10,196,855
-$6,306,823 QoQ
Shares Held
178,955
-47.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#714
of 3,595 holders
Holding Since
Mar 2020
7 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, 2026JACOBS LEVY EQUITY MANAGEMENT, INC holds $560,994,656 across 6 Banks - Diversified names. BAC ranks #6 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BNY |
Bank of New York Mellon Corp
|
2,182,591 | $315,624,484 | |
| 2 | C |
Citigroup Inc
|
1,321,626 | $184,974,774 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
286,173 | $23,649,336 | |
| 4 | NTB |
Bank of N.T. Butterfield & Son Ltd
|
271,620 | $16,161,390 | |
| 5 | JPM |
Jpmorgan Chase & Co
|
31,735 | $10,387,817 | |
| 6 | BAC |
Bank Of America Corp /De/
This page
|
178,955 | $10,196,855 |
All Filings in BAC
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,196,855 | 178,955 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $16,503,678 | 338,537 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $20,619,280 | 374,896 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $45,049,832 | 873,228 | Shares | Sole | 2025-11-17 | |
| 2022-06-30 | $3,442,573 | 110,587 | Shares | Sole | 2022-08-15 | |
| 2020-06-30 | $483,835 | 20,372 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $3,950,287 | 186,071 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||