JACOBS LEVY EQUITY MANAGEMENT, INC
Position in BAC — Bank Of America Corp /De/
CIK 884414
FLORHAM PARK, NJ
Position in BAC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$16,503,678
-$4,115,602 QoQ
Shares Held
338,537
-9.7% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
6 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026JACOBS LEVY EQUITY MANAGEMENT, INC holds $440,449,052 across 6 Banks - Diversified names. BAC ranks #3 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BNY |
Bank of New York Mellon Corp
|
1,994,926 | $236,658,071 | |
| 2 | C |
Citigroup Inc
|
1,399,891 | $158,761,638 | |
| 3 | BAC |
Bank Of America Corp /De/
This page
|
338,537 | $16,503,678 | |
| 4 | NTB |
Bank of N.T. Butterfield & Son Ltd
|
290,579 | $15,249,585 | |
| 5 | JPM |
Jpmorgan Chase & Co
|
33,713 | $9,917,016 | |
| 6 | WFC |
Wells Fargo & Company/Mn
|
42,194 | $3,359,064 |
All Filings in BAC
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||