SEC 13F Intelligence

Jones Financial Companies Lllp / BAC

Jones Financial Companies Lllp’s Bank America Corp Position

Does Jones Financial Companies Lllp own Bank America Corp (BAC)? Yes — 6.54M shares worth $308M (+0.15% of its 13F portfolio) as of Q1 2026, up from 1.52M shares the prior filed quarter.

Position Value
$308M
Q1 2026
Shares
6.54M
% of Portfolio
+0.15%
Quarters Held
30
currently held

Position History BAC

Reported value by quarter
Q4 ’18: $478,000Q4 ’18Q1 ’19: $497,000Q2 ’19: $1MQ3 ’19: $2MQ4 ’19: $4MQ4 ’19Q1 ’20: $5MQ2 ’20: $8MQ3 ’20: $8MQ4 ’20: $10MQ4 ’20Q1 ’21: $13MQ2 ’21: $14MQ3 ’21: $14MQ4 ’21: $15MQ4 ’21Q1 ’22: $14MQ2 ’22: $11MQ3 ’22: $11MQ4 ’22: $12MQ4 ’22Q1 ’23: $10MQ2 ’23: $10MQ3 ’23: $9MQ4 ’23: $11MQ4 ’23Q1 ’24: $12MQ2 ’24: $19MQ3 ’24: $27MQ4 ’24: $38MQ4 ’24Q1 ’25: $45MQ2 ’25: $60MQ3 ’25: $74MQ4 ’25: $84MQ4 ’25Q1 ’26: $308Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20266.54M$308M+0.15%
Q4 20251.52M$84M+0.05%
Q3 20251.41M$74M+0.05%
Q2 20251.28M$60M+0.05%
Q1 20251.09M$45M+0.04%
Q4 2024860.7K$38M+0.04%
Q3 2024673.4K$27M+0.03%
Q2 2024482.1K$19M+0.02%
Q1 2024323.2K$12M+0.02%
Q4 2023314.9K$11M+0.02%
Q3 2023314.5K$9M+0.01%
Q2 2023342.9K$10M+0.02%
Q1 2023359.8K$10M+0.02%
Q4 2022373.3K$12M+0.02%
Q3 2022357.1K$11M+0.02%
Q2 2022344.0K$11M+0.02%
Q1 2022341.6K$14M+0.02%
Q4 2021326.9K$15M+0.02%
Q3 2021327.6K$14M+0.02%
Q2 2021331.2K$14M+0.02%
Q1 2021342.1K$13M+0.02%
Q4 2020344.0K$10M+0.02%
Q3 2020334.0K$8M+0.02%
Q2 2020347.9K$8M+0.02%
Q1 2020249.3K$5M+0.01%
Q4 2019115.6K$4M+0.01%
Q3 201969.7K$2M0.00%
Q2 201942.7K$1M0.00%
Q1 201918.0K$497,0000.00%
Q4 201819.4K$478,0000.00%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Jones Financial Companies Lllp’s full portfolio or all institutional holders of BAC.