Bank of America
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Bank of America’s NeoVolta NEOV Stock Holding History

Bank of America’s Portfolio NEOV Stock Details NEOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-38,187
Closed -$118K – 5778
2026
Q1 		$118K Buy
38,187
+38,158
+131,579% +$149K ﹤0.01% 5500
2025
Q4 		$88 Sell
29
-14,707
-100% -$62.1K ﹤0.01% 6842
2025
Q3 		$65.7K Buy
14,736
+14,443
+4,929% +$63.9K ﹤0.01% 6762
2025
Q2 		$967 Buy
293
+50
+21% +$143 ﹤0.01% 7540
2025
Q1 		$527 Sell
243
-45,888
-99% -$154K ﹤0.01% 7510
2024
Q4 		$240K Buy
46,131
+45,833
+15,380% +$193K ﹤0.01% 6021
2024
Q3 		$921 Buy
298
+66
+28% +$186 ﹤0.01% 7258
2024
Q2 		$612 Buy
+232
New +$562 ﹤0.01% 7317

Other funds holding NEOV

LWMI
Legacy Wealth Management (Idaho) Boise, Idaho $243M AUM 8.27% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AIC
AWM Investment Company New York $1.15B AUM 201.65% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ACM
Arosa Capital Management Miami Beach, Florida $561M AUM 283.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Bank of America's NEOV Position: Q2 2026 in Review

Bank of America sold out of NeoVolta (NEOV) in Q2 2026, closing a stake of 38,187 shares — an estimated $118K sold.

Bank of America first reported a position in NEOV in Q2 2024 and held it in 8 quarters. The position peaked at $240K in Q4 2024. 40 funds tracked by Wall St. Rank hold NEOV as of Q2 2026.

  • Bank of America reported no remaining NeoVolta position as of Q2 2026 after selling out during the quarter.
  • Bank of America sold 38,187 NeoVolta shares in Q2 2026, an estimated $118K.
  • Bank of America first reported a position in NeoVolta in Q2 2024 and held it in 8 quarters.
  • Bank of America's NeoVolta position peaked at $240K in Q4 2024.
  • 40 funds tracked by Wall St. Rank held NeoVolta as of Q2 2026.

Based on Bank of America's 13F filing for Q2 2026, filed 14 Aug 2026.