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
2024 Q3	–	Sell	-1,440	Closed	-$235K	–	8150
2024 Q2	$235K	Buy	+1,440	New	+$205K	﹤0.01%	5804
2022 Q1	–	Sell	-456	Closed	-$308K	–	8224
2021 Q4	$308K	Buy	+456	New	+$277K	﹤0.01%	6222

Other funds holding AGL

CDR

Clayton Dubilier & Rice New York $895M AUM 792.56% 1-Year Est. Return

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 New York $871B AUM 31.28% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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.