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 Q2	$520K	Buy	+9,129	New	+$486K	0.12%	213
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 $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Neo Ivy Capital Management's BAC Position: Q2 2026 in Review

Neo Ivy Capital Management opened a new position in Bank of America (BAC) in Q2 2026: 9,129 shares worth $520K. The stake represents 0.12% of the portfolio and ranks #213 among its holdings. This is a return to the name: Neo Ivy Capital Management previously reported a position in BAC as recently as Q4 2025.

Neo Ivy Capital Management first reported a position in BAC in Q1 2020 and has held it in 10 quarters since. The position peaked at $1.75M in Q4 2025. 3,619 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Neo Ivy Capital Management held 9,129 shares of Bank of America worth $520K as of Q2 2026.
Bank of America was a new Neo Ivy Capital Management position in Q2 2026.
Bank of America made up 0.12% of Neo Ivy Capital Management's portfolio in Q2 2026, its #213 holding.
Neo Ivy Capital Management first reported a position in Bank of America in Q1 2020 and has held it in 10 quarters since.
Neo Ivy Capital Management's Bank of America position peaked at $1.75M in Q4 2025.
3,619 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Neo Ivy Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.