BANK OF AMERICA CORP /DE/
BankPosition in JEF — Jefferies Financial Group Inc.
CIK 70858
CHARLOTTE, NC
Position in JEF
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$32,024,900
-$74,758,267 QoQ
Shares Held
775,985
-55.0% QoQ
Ownership
0.380%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 59.77783075703783.ToString("F0")%
Shared 0.ToString("F0")%
None 40.22216924296217.ToString("F0")%
Common Shares in JEF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026BANK OF AMERICA CORP /DE/ holds $12,179,836,743 across 49 Capital Markets names. JEF ranks #24 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
6,455,011 | $5,460,874,752 | |
| 2 | MS |
Morgan Stanley
|
16,326,676 | $2,686,881,065 | |
| 3 | SCHW |
Schwab Charles Corp
|
15,623,030 | $1,468,252,356 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
6,165,099 | $427,241,357 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
6,230,136 | $417,855,219 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
803,428 | $241,695,241 | |
| 7 | CRCL |
Circle Internet Group, Inc.
|
1,780,834 | $169,909,369 | |
| 8 | SF |
Stifel Financial Corp
|
1,875,501 | $138,637,031 |
All Filings in JEF
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $32,024,900 | 775,985 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $106,783,167 | 1,723,143 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $116,262,391 | 1,777,169 | Shares | Defined | 2026-02-03 | |
| 2025-06-30 | $92,359,648 | 1,688,785 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $90,803,824 | 1,695,050 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $141,582,322 | 1,805,897 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $47,277,292 | 768,112 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $34,709,438 | 697,537 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $26,346,572 | 597,428 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $20,280,726 | 501,874 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $17,339,832 | 473,378 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $16,132,027 | 486,344 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $15,961,630 | 502,887 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $19,878,223 | 606,552 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $13,814,920 | 489,844 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $22,505,345 | 852,301 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $18,356,452 | 584,500 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $26,879,167 | 724,629 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $27,792,629 | 782,955 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $27,203,690 | 832,019 | Shares | Defined | 2021-09-13 | |
| 2021-03-31 | $25,850,092 | 898,312 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $16,554,106 | 703,885 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $10,297,297 | 598,388 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $9,427,398 | 634,150 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $11,225,965 | 858,990 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||