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
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 $201M AUM 259.85% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Bank of America's NEOV Position: Q1 2026 in Review

Bank of America increased its NeoVolta (NEOV) stake by 131,579% in Q1 2026, buying an estimated $149K and bringing the position to 38,187 shares worth $118K. The position accounts for ﹤0.01% of the portfolio, ranked #5500.

Bank of America first reported a position in NEOV in Q2 2024 and has held it in 8 quarters since. The position peaked at $240K in Q4 2024. 36 funds tracked by Wall St. Rank hold NEOV as of Q1 2026.

  • Bank of America held 38,187 shares of NeoVolta worth $118K as of Q1 2026.
  • Bank of America bought 38,158 NeoVolta shares in Q1 2026, an estimated $149K.
  • NeoVolta made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #5500 holding.
  • Bank of America first reported a position in NeoVolta in Q2 2024 and has held it in 8 quarters since.
  • Bank of America's NeoVolta position peaked at $240K in Q4 2024.
  • 36 funds tracked by Wall St. Rank held NeoVolta as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.