Jefferies Group's BAC Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 465,020 shares of Bank of America Corporation (BAC) worth $22.67 M, representing 0.16% of the portfolio. First purchased in 2022-Q4, this medium-term investment has been held for 14 quarters.
Based on 13F filings, Jefferies Group has maintained a strategic position in BAC, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2023, adding 364,112 shares. Largest reduction occurred in Q1 2024, reducing 450,129 shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's Bank of America Corporation (BAC) Holding Value Over Time
Track share changes against reported price movement
Quarterly Bank of America Corporation (BAC) Trades by Jefferies Group
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +300,890 | Add 183.32% | 465,020 | $48.75 |
| Q4 2025 | -107,196 | Reduce 39.51% | 164,130 | $55.00 |
| Q3 2025 | -60,373 | Reduce 18.20% | 271,326 | $51.59 |
| Q2 2025 | +279,980 | Add 541.35% | 331,699 | $47.32 |
| Q1 2025 | -99,888 | Reduce 65.89% | 51,719 | $41.73 |
| Q4 2024 | +114,966 | Add 313.76% | 151,607 | $43.95 |
| Q3 2024 | +22,233 | Add 154.31% | 36,641 | $39.68 |
| Q2 2024 | -27,464 | Reduce 65.59% | 14,408 | $39.77 |
| Q1 2024 | -450,129 | Reduce 91.49% | 41,872 | $37.92 |
| Q4 2023 | +364,112 | Add 284.71% | 492,001 | $33.67 |
| Q3 2023 | +112,947 | Add 755.90% | 127,889 | $27.38 |
| Q2 2023 | -118,208 | Reduce 88.78% | 14,942 | $28.69 |
| Q1 2023 | +75,965 | Add 132.84% | 133,150 | $28.60 |
| Q4 2022 | +57,185 | New Buy | 57,185 | $33.12 |
Jefferies Group's Bank of America Corporation Investment FAQs
Jefferies Group first purchased Bank of America Corporation (BAC) in Q4 2022, acquiring 57,185 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group has held Bank of America Corporation (BAC) for 14 quarters since Q4 2022.
Jefferies Group's largest addition to Bank of America Corporation (BAC) was in Q4 2023, adding 492,001 shares worth $16.57 M.
According to the latest 13F filing for Q1 2026, Jefferies Group's firm, Jefferies Financial Group Inc., owns 465,020 shares of Bank of America Corporation (BAC), valued at approximately $22.67 M.
As of the Q1 2026 filing, Bank of America Corporation (BAC) represents approximately 0.16% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.
Jefferies Group's peak holding in Bank of America Corporation (BAC) was 492,001 shares, as reported at the end of Q4 2023.