Bank of America
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Bank of America’s Agilon Health AGL Stock Holding History

Bank of America’s Portfolio AGL Stock Details AGL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-11,330
Closed -$195K – 5719
2025
Q4 		$195K Sell
11,330
-205,255
-95% -$3.98M ﹤0.01% 5358
2025
Q3 		$5.58M Buy
216,585
+63,252
+41% +$2.39M ﹤0.01% 3883
2025
Q2 		$8.82M Buy
153,333
+8,935
+6% +$717K ﹤0.01% 3349
2025
Q1 		$15.6M Buy
144,398
+12,345
+9% +$1.07M ﹤0.01% 2719
2024
Q4 		$6.27M Sell
132,053
-69,090
-34% -$4.18M ﹤0.01% 3372
2024
Q3 		$19.8M Buy
201,143
+10,333
+5% +$1.33M ﹤0.01% 2411
2024
Q2 		$31.2M Buy
190,810
+28,541
+18% +$4.07M ﹤0.01% 1834
2024
Q1 		$24.7M Buy
162,269
+111,092
+217% +$18.5M ﹤0.01% 2073
2023
Q4 		$16.1M Sell
51,177
-10,860
-18% -$3.93M ﹤0.01% 2381
2023
Q3 		$27.5M Sell
62,037
-8,209
-12% -$3.71M ﹤0.01% 1727
2023
Q2 		$30.5M Buy
70,246
+14,374
+26% +$8.08M ﹤0.01% 1665
2023
Q1 		$33.2M Buy
55,872
+16,597
+42% +$9.3M ﹤0.01% 1692
2022
Q4 		$15.8M Sell
39,275
-7,125
-15% -$3.34M ﹤0.01% 2208
2022
Q3 		$27.2M Sell
46,400
-2,366
-5% -$1.42M ﹤0.01% 1716
2022
Q2 		$26.6M Buy
48,766
+1,910
+4% +$966K ﹤0.01% 1765
2022
Q1 		$29.7M Buy
46,856
+384
+0.8% +$198K ﹤0.01% 1787
2021
Q4 		$31.4M Buy
46,472
+45,736
+6,214% +$27.8M ﹤0.01% 1789
2021
Q3 		$482K Buy
736
+449
+156% +$384K ﹤0.01% 5673
2021
Q2 		$291K Buy
+287
New +$251K ﹤0.01% 5819

Other funds holding AGL

CDR
Clayton Dubilier & Rice New York $895M AUM 792.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NPCM
North Peak Capital Management New York $601M AUM 0.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Bank of America's AGL Position: Q1 2026 in Review

Bank of America sold out of Agilon Health (AGL) in Q1 2026, closing a stake of 11,330 shares — an estimated $195K sold.

Bank of America first reported a position in AGL in Q2 2021 and held it in 19 quarters. The position peaked at $33.2M in Q1 2023. 97 funds tracked by Wall St. Rank hold AGL as of Q1 2026.

  • Bank of America reported no remaining Agilon Health position as of Q1 2026 after selling out during the quarter.
  • Bank of America sold 11,330 Agilon Health shares in Q1 2026, an estimated $195K.
  • Bank of America first reported a position in Agilon Health in Q2 2021 and held it in 19 quarters.
  • Bank of America's Agilon Health position peaked at $33.2M in Q1 2023.
  • 97 funds tracked by Wall St. Rank held Agilon Health as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.