Position in BAC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$61,377,431
+$14,132,051 QoQ
Shares Held
1,077,175
+11.1% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#308
of 3,595 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026NEOS Investment Management LLC holds $302,796,972 across 5 Banks - Diversified names. BAC ranks #2 (20.3% of the industry book) .
All Filings in BAC
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $61,377,431 | 1,077,175 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $47,245,380 | 969,136 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $51,443,975 | 935,345 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $41,762,671 | 809,511 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $25,336,310 | 535,425 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $19,226,805 | 460,743 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $16,337,225 | 371,723 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $11,198,330 | 282,216 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $10,204,703 | 256,593 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $6,595,236 | 173,925 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $3,285,720 | 97,586 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $2,015,058 | 73,596 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||