Bank of America’s NOVONIX NVX Stock Holding History

Bank of America’s Portfolio NVX Stock Details NVX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$49.8K	Buy	10,830 +3,169	+41%	+$21.1K	﹤0.01%	5591
2026 Q1	$52.9K	Buy	7,661 +486	+7%	+$4.72K	﹤0.01%	5592
2025 Q4	$72.5K	Sell	7,175 -122	-2%	-$1.73K	﹤0.01%	5718
2025 Q3	$93.4K	Buy	7,297 +5,620	+335%	+$73.3K	﹤0.01%	6625
2025 Q2	$16.9K	Hold	1,677	–	–	﹤0.01%	7090
2025 Q1	$19.1K	Buy	1,677 +1,061	+172%	+$15K	﹤0.01%	6981
2024 Q4	$11.1K	Hold	616	–	–	﹤0.01%	6957
2024 Q3	$11.3K	Sell	616 -470	-43%	-$7.81K	﹤0.01%	6867
2024 Q2	$19.4K	Buy	1,086 +896	+472%	+$20K	﹤0.01%	6745
2024 Q1	$4.26K	Hold	190	–	–	﹤0.01%	7023
2023 Q4	$3.69K	Hold	190	–	–	﹤0.01%	7055
2023 Q3	$4.05K	Hold	190	–	–	﹤0.01%	7034
2023 Q2	$5.04K	Buy	+190	New	+$5.3K	﹤0.01%	6986

Other funds holding NVX

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

FACM

Forest Avenue Capital Management Miami, Florida $2.38B AUM 88.67% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return

Vanguard Personalized Indexing Management Oakland, California $12.2B AUM 47.93% 1-Year Est. Return

SAA

Southeast Asset Advisors Thomasville, Georgia $984M AUM 34.75% 1-Year Est. Return

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

Bank of America increased its NOVONIX (NVX) stake by 41% in Q2 2026, buying an estimated $21.1K and bringing the position to 10,830 shares worth $49.8K. The position accounts for ﹤0.01% of the portfolio, ranked #5591.

Bank of America first reported a position in NVX in Q2 2023 and has held it in 13 quarters since. The position peaked at $93.4K in Q3 2025. 25 funds tracked by Wall St. Rank hold NVX as of Q2 2026.

Bank of America held 10,830 shares of NOVONIX worth $49.8K as of Q2 2026.
Bank of America bought 3,169 NOVONIX shares in Q2 2026, an estimated $21.1K.
NOVONIX made up ﹤0.01% of Bank of America's portfolio in Q2 2026, its #5591 holding.
Bank of America first reported a position in NOVONIX in Q2 2023 and has held it in 13 quarters since.
Bank of America's NOVONIX position peaked at $93.4K in Q3 2025.
25 funds tracked by Wall St. Rank held NOVONIX as of Q2 2026.

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