Neo Ivy Capital Management’s Bank of America BAC Stock Holding History

Neo Ivy Capital Management’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
2026 Q1	–	Sell	-31,795	Closed	-$1.75M	–	349
2025 Q4	$1.75M	Buy	31,795 +12,403	+64%	+$656K	0.28%	134
2025 Q3	$1M	Sell	19,392 -3,432	-15%	-$167K	0.24%	140
2025 Q2	$1.08M	Buy	+22,824	New	+$960K	0.34%	112
2022 Q4	$617K	Buy	18,642 +10,742	+136%	+$370K	0.42%	99
2022 Q3	$239K	Buy	+7,900	New	+$264K	0.63%	39
2021 Q4	–	Sell	-29,716	Closed	-$706K	–	443
2021 Q3	$706K	Buy	+29,716	New	+$1.2M	0.81%	15
2021 Q1	–	Sell	-471	Closed	-$14K	–	475
2020 Q4	$14K	Buy	+471	New	+$12.6K	0.02%	375
2020 Q3	–	Sell	-29,716	Closed	-$706K	–	466
2020 Q2	$706K	Buy	29,716 +25,191	+557%	+$595K	0.81%	15
2020 Q1	$96K	Buy	+4,525	New	+$136K	0.16%	228

Other funds holding BAC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Neo Ivy Capital Management's BAC Position: Q1 2026 in Review

Neo Ivy Capital Management sold out of Bank of America (BAC) in Q1 2026, closing a stake of 31,795 shares — an estimated $1.75M sold.

Neo Ivy Capital Management first reported a position in BAC in Q1 2020 and held it in 9 quarters. The position peaked at $1.75M in Q4 2025. 3,463 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Neo Ivy Capital Management reported no remaining Bank of America position as of Q1 2026 after selling out during the quarter.
Neo Ivy Capital Management sold 31,795 Bank of America shares in Q1 2026, an estimated $1.75M.
Neo Ivy Capital Management first reported a position in Bank of America in Q1 2020 and held it in 9 quarters.
Neo Ivy Capital Management's Bank of America position peaked at $1.75M in Q4 2025.
3,463 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Neo Ivy Capital Management's 13F filing for Q1 2026, filed 15 May 2026.