L3VLUP

RJF · BAC in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • RJF
  • BAC
0204060202120222023202420252026
Holders and value by quarter
QuarterRJFBAC
Q3 20207 holders, $801m33 holders, $48.3bn
Q4 20208 holders, $1.0bn36 holders, $60.7bn
Q1 20216 holders, $1.2bn33 holders, $77.6bn
Q2 20215 holders, $1.1bn30 holders, $83.1bn
Q3 20218 holders, $1.2bn28 holders, $81.4bn
Q4 202112 holders, $1.2bn30 holders, $82.8bn
Q1 202210 holders, $2.3bn39 holders, $74.0bn
Q2 20228 holders, $1.9bn40 holders, $54.7bn
Q3 20229 holders, $2.1bn36 holders, $53.0bn
Q4 202210 holders, $2.6bn33 holders, $59.0bn
Q1 202310 holders, $2.5bn32 holders, $50.5bn
Q2 20238 holders, $2.7bn37 holders, $49.0bn
Q3 20238 holders, $2.4bn36 holders, $46.0bn
Q4 20238 holders, $2.7bn34 holders, $56.6bn
Q1 20249 holders, $3.0bn35 holders, $64.4bn
Q2 20247 holders, $2.6bn35 holders, $68.9bn
Q3 202411 holders, $3.0bn43 holders, $60.8bn
Q4 202411 holders, $3.5bn43 holders, $63.8bn
Q1 202510 holders, $3.1bn40 holders, $59.8bn
Q2 202510 holders, $3.3bn44 holders, $67.4bn
Q3 202510 holders, $3.7bn44 holders, $72.1bn
Q4 202513 holders, $3.4bn41 holders, $68.5bn
Q1 202611 holders, $3.2bn39 holders, $59.5bn
Q2 202613 holders, $3.2bn37 holders, $64.8bn
RJF

Raymond James Financial Inc

Holders
7
Reported value
$2.6bn
Buyers
4
Sellers
3

Breadth +1 among 94 comparable managers.

BAC

Bank of Amer Corp

Holders
35
Reported value
$68.9bn
Buyers
16
Sellers
21

Breadth -5 among 94 comparable managers.

Who holds both, Q2 2024

Among the 36 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

Back to the 13F Explorer →