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JEF · 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.

JEFBAC
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

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.
  • JEF
  • BAC
0204060202120222023202420252026
Holders and value by quarter
QuarterJEFBAC
Q3 20204 holders, $300m33 holders, $48.3bn
Q4 20207 holders, $431m36 holders, $60.7bn
Q1 202111 holders, $240m33 holders, $77.6bn
Q2 202111 holders, $439m30 holders, $83.1bn
Q3 20219 holders, $302m28 holders, $81.4bn
Q4 20219 holders, $398m30 holders, $82.8bn
Q1 20227 holders, $279m39 holders, $74.0bn
Q2 20226 holders, $197m40 holders, $54.7bn
Q3 20229 holders, $221m36 holders, $53.0bn
Q4 20229 holders, $252m33 holders, $59.0bn
Q1 202312 holders, $271m32 holders, $50.5bn
Q2 20237 holders, $290m37 holders, $49.0bn
Q3 20237 holders, $282m36 holders, $46.0bn
Q4 20237 holders, $287m34 holders, $56.6bn
Q1 20248 holders, $310m35 holders, $64.4bn
Q2 202410 holders, $467m35 holders, $68.9bn
Q3 202412 holders, $493m43 holders, $60.8bn
Q4 202412 holders, $1.3bn43 holders, $63.8bn
Q1 202514 holders, $717m40 holders, $59.8bn
Q2 202511 holders, $713m44 holders, $67.4bn
Q3 202511 holders, $836m44 holders, $72.1bn
Q4 202510 holders, $717m41 holders, $68.5bn
Q1 202611 holders, $840m39 holders, $59.5bn
Q2 202611 holders, $1.1bn37 holders, $64.8bn
JEF

Jefferies Financial Group In

Holders
14
Reported value
$717m
Buyers
13
Sellers
1

Breadth +12 among 95 comparable managers.

Other financial servicesFinancial services · L3VLUP
BAC

Bank of Amer Corp

Holders
40
Reported value
$59.8bn
Buyers
24
Sellers
17

Breadth +7 among 95 comparable managers.

BanksCommercial banks and thriftsFinancial services · L3VLUP

Who holds both, Q1 2025

Among the 45 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only JEF (5)

Bridgewater Associates LP, ExodusPoint Capital Management LP, Renaissance Technologies LLC, Tudor Investment Corp, Voloridge Investment Management LLC

Only BAC (31)

Acadian Asset Management LLC, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., D1 Capital Partners LP, Dodge & Cox, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Maverick Capital Ltd, MFS Investment Management, Neuberger Berman Group LLC, Point72 Asset Management LP, Rokos Capital Management LLP, Schonfeld Strategic Advisors LLC, and 6 more

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.

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