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D. Scott Neal’s Bank of America BAC Stock Holding History

D. Scott Neal’s Portfolio BAC Stock Details BAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$206K Buy
+3,992
New +$195K 0.1% 56
2016
Q3 		– Sell
-311
Closed -$4K – 177
2016
Q2 		$4K Buy
311
+1
+0.3% +$14 ﹤0.01% 131
2016
Q1 		$4K Buy
310
+2
+0.6% +$27 ﹤0.01% 116
2015
Q4 		$5K Buy
+308
New +$5.21K ﹤0.01% 118

Other funds holding BAC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

D. Scott Neal's BAC Position: Q3 2025 in Review

D. Scott Neal opened a new position in Bank of America (BAC) in Q3 2025: 3,992 shares worth $206K. The stake represents 0.1% of the portfolio and ranks #56 among its holdings. This is a return to the name: D. Scott Neal previously reported a position in BAC as recently as Q2 2016.

D. Scott Neal first reported a position in BAC in Q4 2015 and has held it in 4 quarters since. 3,360 funds tracked by Wall St. Rank hold BAC as of Q3 2025.

  • D. Scott Neal held 3,992 shares of Bank of America worth $206K as of Q3 2025.
  • Bank of America was a new D. Scott Neal position in Q3 2025.
  • Bank of America made up 0.1% of D. Scott Neal's portfolio in Q3 2025, its #56 holding.
  • D. Scott Neal first reported a position in Bank of America in Q4 2015 and has held it in 4 quarters since.
  • 3,360 funds tracked by Wall St. Rank held Bank of America as of Q3 2025.

Based on D. Scott Neal's 13F filing for Q3 2025, filed 28 Oct 2025.