BANK OF AMERICA CORP /DE/
BankPosition in JEF — Jefferies Financial Group Inc.
CIK 70858
CHARLOTTE, NC
Position in JEF
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$50,619,293
+$18,594,393 QoQ
Shares Held
1,012,791
+30.5% QoQ
Ownership
0.439%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#30
of 581 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 64%
Shared 0%
None 36%
Common Shares in JEF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026BANK OF AMERICA CORP /DE/ holds $15,600,707,082 across 48 Capital Markets names. JEF ranks #21 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
6,680,811 | $6,756,771,817 | |
| 2 | MS |
Morgan Stanley
|
16,651,161 | $3,480,758,693 | |
| 3 | SCHW |
Schwab Charles Corp
|
15,993,144 | $1,475,687,393 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
6,640,064 | $665,865,613 | |
| 5 | IREN |
IREN Ltd
|
14,211,325 | $649,883,890 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
5,954,055 | $518,240,943 | |
| 7 | FUTU |
Futu Holdings Ltd
|
3,044,995 | $285,437,828 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
815,663 | $229,755,952 |
All Filings in JEF
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $50,619,293 | 1,012,791 | Shares | Defined | 2026-08-14 | |
| 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 | |
| 2025-06-30 | $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 | $20,792,620 | 606,552 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $14,450,407 | 489,844 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $23,540,592 | 852,301 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $19,200,849 | 584,500 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $28,115,610 | 724,629 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $29,071,090 | 782,955 | Shares | Defined | 2021-11-15 | |
| 2021-03-31 | $27,039,197 | 898,312 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $17,315,594 | 703,885 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $10,770,974 | 598,388 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $9,861,059 | 634,150 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $11,742,361 | 858,990 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||