Bank of America
NVEE

Bank of America’s NV5 Global NVEE Stock Holding History

Bank of America’s Portfolio NVEE Stock Details NVEE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-509,142
Closed -$11.8M – 8573
2025
Q2 		$11.8M Buy
509,142
+433,558
+574% +$8.68M ﹤0.01% 3089
2025
Q1 		$1.46M Sell
75,584
-40,556
-35% -$743K ﹤0.01% 4954
2024
Q4 		$2.19M Buy
116,140
+40,740
+54% +$894K ﹤0.01% 4367
2024
Q3 		$1.76M Buy
75,400
+6,876
+10% +$163K ﹤0.01% 4649
2024
Q2 		$1.59M Sell
68,524
-33,448
-33% -$781K ﹤0.01% 4598
2024
Q1 		$2.5M Sell
101,972
-31,264
-23% -$812K ﹤0.01% 4273
2023
Q4 		$3.7M Sell
133,236
-5,324
-4% -$135K ﹤0.01% 3803
2023
Q3 		$3.33M Buy
138,560
+115,580
+503% +$2.98M ﹤0.01% 3776
2023
Q2 		$636K Sell
22,980
-64,316
-74% -$1.58M ﹤0.01% 5101
2023
Q1 		$2.27M Sell
87,296
-7,880
-8% -$237K ﹤0.01% 4238
2022
Q4 		$3.15M Buy
95,176
+2,744
+3% +$95.4K ﹤0.01% 3837
2022
Q3 		$2.86M Buy
92,432
+43,872
+90% +$1.43M ﹤0.01% 3950
2022
Q2 		$1.42M Sell
48,560
-30,120
-38% -$903K ﹤0.01% 4602
2022
Q1 		$2.62M Buy
78,680
+2,892
+4% +$85K ﹤0.01% 4318
2021
Q4 		$2.62M Sell
75,788
-18,524
-20% -$534K ﹤0.01% 4296
2021
Q3 		$2.33M Sell
94,312
-92,760
-50% -$2.28M ﹤0.01% 4295
2021
Q2 		$4.42M Sell
187,072
-1,009,184
-84% -$22.9M ﹤0.01% 3632
2021
Q1 		$28.9M Buy
1,196,256
+1,163,448
+3,546% +$27.7M ﹤0.01% 1715
2020
Q4 		$646K Sell
32,808
-9,252
-22% -$156K ﹤0.01% 4830
2020
Q3 		$555K Buy
42,060
+1,592
+4% +$21.2K ﹤0.01% 4636
2020
Q2 		$514K Sell
40,468
-54,876
-58% -$618K ﹤0.01% 4597
2020
Q1 		$985K Buy
95,344
+73,840
+343% +$987K ﹤0.01% 4020
2019
Q4 		$272K Sell
21,504
-331,628
-94% -$4.83M ﹤0.01% 5426
2019
Q3 		$6.03M Sell
353,132
-1,268
-0.4% -$23K ﹤0.01% 3016
2019
Q2 		$7.21M Buy
354,400
+24,984
+8% +$446K ﹤0.01% 2875
2019
Q1 		$4.89M Buy
329,416
+222,516
+208% +$3.83M ﹤0.01% 3188
2018
Q4 		$1.62M Buy
106,900
+94,948
+794% +$1.76M ﹤0.01% 4020
2018
Q3 		$259K Sell
11,952
-728
-6% -$15K ﹤0.01% 5342
2018
Q2 		$220K Sell
12,680
-4,788
-27% -$74.6K ﹤0.01% 5357
2018
Q1 		$244K Buy
17,468
+9,620
+123% +$119K ﹤0.01% 5258
2017
Q4 		$106K Buy
7,848
+4,944
+170% +$67.1K ﹤0.01% 5716
2017
Q3 		$40K Buy
2,904
+2,744
+1,715% +$31.1K ﹤0.01% 6025
2017
Q2 		$2K Sell
160
-18,200
-99% -$176K ﹤0.01% 6751
2017
Q1 		$173K Buy
18,360
+10,344
+129% +$97.6K ﹤0.01% 5383
2016
Q4 		$67K Buy
8,016
+2,844
+55% +$23.3K ﹤0.01% 5800
2016
Q3 		$41K Buy
5,172
+300
+6% +$2.37K ﹤0.01% 5806
2016
Q2 		$35K Buy
+4,872
New +$32.8K ﹤0.01% 5992
2016
Q1 		– Sell
-492
Closed -$3K – 7221
2015
Q4 		$3K Buy
492
+416
+547% +$2.27K ﹤0.01% 7018
2015
Q3 		$0 Sell
76
-5,276
-99% -$30.1K ﹤0.01% 7348
2015
Q2 		$33K Buy
+5,352
New +$28.1K ﹤0.01% 6141

Other funds holding NVEE

KOC
Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Bank of America's NVEE Position: Q3 2025 in Review

Bank of America sold out of NV5 Global (NVEE) in Q3 2025, closing a stake of 509,142 shares — an estimated $11.8M sold.

Bank of America first reported a position in NVEE in Q2 2015 and held it in 40 quarters. The position peaked at $28.9M in Q1 2021. 3 funds tracked by Wall St. Rank hold NVEE as of Q3 2025.

  • Bank of America reported no remaining NV5 Global position as of Q3 2025 after selling out during the quarter.
  • Bank of America sold 509,142 NV5 Global shares in Q3 2025, an estimated $11.8M.
  • Bank of America first reported a position in NV5 Global in Q2 2015 and held it in 40 quarters.
  • Bank of America's NV5 Global position peaked at $28.9M in Q1 2021.
  • 3 funds tracked by Wall St. Rank held NV5 Global as of Q3 2025.

Based on Bank of America's 13F filing for Q3 2025, filed 14 Nov 2025.