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SF · 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.
  • SF
  • BAC
0204060202120222023202420252026
Holders and value by quarter
QuarterSFBAC
Q3 20204 holders, $201m33 holders, $48.3bn
Q4 20204 holders, $534m36 holders, $60.7bn
Q1 20214 holders, $701m33 holders, $77.6bn
Q2 20217 holders, $853m30 holders, $83.1bn
Q3 20216 holders, $936m28 holders, $81.4bn
Q4 202111 holders, $983m30 holders, $82.8bn
Q1 202212 holders, $1.1bn39 holders, $74.0bn
Q2 202212 holders, $869m40 holders, $54.7bn
Q3 202211 holders, $802m36 holders, $53.0bn
Q4 20229 holders, $850m33 holders, $59.0bn
Q1 202310 holders, $808m32 holders, $50.5bn
Q2 202311 holders, $794m37 holders, $49.0bn
Q3 20237 holders, $691m36 holders, $46.0bn
Q4 20235 holders, $794m34 holders, $56.6bn
Q1 20245 holders, $846m35 holders, $64.4bn
Q2 20248 holders, $1.3bn35 holders, $68.9bn
Q3 20247 holders, $1.7bn43 holders, $60.8bn
Q4 202410 holders, $2.0bn43 holders, $63.8bn
Q1 202511 holders, $1.9bn40 holders, $59.8bn
Q2 202512 holders, $2.2bn44 holders, $67.4bn
Q3 202513 holders, $2.1bn44 holders, $72.1bn
Q4 202517 holders, $2.4bn41 holders, $68.5bn
Q1 202618 holders, $2.4bn39 holders, $59.5bn
Q2 202616 holders, $2.0bn37 holders, $64.8bn
SF

Stifel Finl Corp

Holders
17
Reported value
$2.4bn
Buyers
20
Sellers
15

Breadth +5 among 92 comparable managers.

BAC

Bank of Amer Corp

Holders
41
Reported value
$68.5bn
Buyers
18
Sellers
31

Breadth -13 among 92 comparable managers.

Who holds both, Q4 2025

Among the 43 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.

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