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NEOS Investment Management’s Bank of America BAC Stock Holding History

NEOS Investment 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 		$61.4M Buy
1,077,175
+108,039
+11% +$5.75M 0.23% 75
2026
Q1 		$47.2M Buy
969,136
+33,791
+4% +$1.74M 0.24% 75
2025
Q4 		$51.4M Buy
935,345
+125,834
+16% +$6.65M 0.3% 61
2025
Q3 		$41.8M Buy
809,511
+274,086
+51% +$13.4M 0.31% 63
2025
Q2 		$25.3M Buy
535,425
+74,682
+16% +$3.14M 0.31% 61
2025
Q1 		$19.2M Buy
460,743
+89,020
+24% +$3.97M 0.36% 51
2024
Q4 		$16.3M Buy
371,723
+89,507
+32% +$3.94M 0.38% 48
2024
Q3 		$11.2M Buy
282,216
+25,623
+10% +$1.03M 0.34% 59
2024
Q2 		$10.2M Buy
256,593
+82,668
+48% +$3.17M 0.42% 44
2024
Q1 		$6.6M Buy
173,925
+76,339
+78% +$2.62M 0.41% 45
2023
Q4 		$3.29M Buy
97,586
+23,990
+33% +$698K 0.31% 62
2023
Q3 		$2.02M Buy
+73,596
New +$2.18M 0.26% 74

Other funds holding BAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NEOS Investment Management's BAC Position: Q2 2026 in Review

NEOS Investment Management increased its Bank of America (BAC) stake by 11% in Q2 2026, buying an estimated $5.75M and bringing the position to 1,077,175 shares worth $61.4M. The position accounts for 0.23% of the portfolio, ranked #75.

NEOS Investment Management first reported a position in BAC in Q3 2023 and has held it in 12 quarters since. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • NEOS Investment Management held 1,077,175 shares of Bank of America worth $61.4M as of Q2 2026.
  • NEOS Investment Management bought 108,039 Bank of America shares in Q2 2026, an estimated $5.75M.
  • Bank of America made up 0.23% of NEOS Investment Management's portfolio in Q2 2026, its #75 holding.
  • NEOS Investment Management first reported a position in Bank of America in Q3 2023 and has held it in 12 quarters since.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on NEOS Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.