Bank of America
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Bank of America’s BioVie BIVI Stock Holding History

Bank of America’s Portfolio BIVI Stock Details BIVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-125
Closed -$145 – 5835
2025
Q4 		$145 Buy
125
+4
+3% +$6 ﹤0.01% 6753
2025
Q3 		$230 Buy
121
+50
+70% +$203 ﹤0.01% 7704
2025
Q2 		$655 Buy
71
+52
+274% +$514 ﹤0.01% 7614
2025
Q1 		$186 Buy
19
+1
+6% +$16 ﹤0.01% 7704
2024
Q4 		$362 Buy
18
+7
+64% +$169 ﹤0.01% 7464
2024
Q3 		$134 Sell
11
-205
-95% -$6.54K ﹤0.01% 7657
2024
Q2 		$8.62K Sell
216
-135
-38% -$6.46K ﹤0.01% 6915
2024
Q1 		$18.5K Sell
351
-14
-4% -$1.44K ﹤0.01% 6763
2023
Q4 		$45.9K Buy
365
+279
+324% +$83.8K ﹤0.01% 6627
2023
Q3 		$29.4K Buy
86
+3
+4% +$1.17K ﹤0.01% 6638
2023
Q2 		$36K Sell
83
-163
-66% -$110K ﹤0.01% 6560
2023
Q1 		$199K Buy
246
+61
+33% +$40.4K ﹤0.01% 5932
2022
Q4 		$143K Buy
+185
New +$100K ﹤0.01% 6095
2022
Q2 		– Sell
-22
Closed -$10K – 8016
2022
Q1 		$10K Buy
+22
New +$8.12K ﹤0.01% 7735
2021
Q4 		– Sell
-11
Closed -$7K – 8223
2021
Q3 		$7K Buy
+11
New +$11.8K ﹤0.01% 7652
2021
Q2 		– Hold
0
– – – 7750
2021
Q1 		– Hold
0
– – – 7423
2020
Q4 		– Hold
0
– – – 7098
2020
Q3 		– Hold
0
– – – 6888

Other funds holding BIVI

DC
Diametric Capital Boston, Massachusetts $385M AUM 31.69% 1-Year Est. Return
PCM
Prelude Capital Management New York $1.31B AUM 62.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PTC
Philadelphia Trust Company Philadelphia, Pennsylvania $1.42B AUM 43.77% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

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

Bank of America sold out of BioVie (BIVI) in Q1 2026, closing a stake of 125 shares — an estimated $145 sold.

Bank of America first reported a position in BIVI in Q3 2021 and held it in 15 quarters. The position peaked at $199K in Q1 2023. 33 funds tracked by Wall St. Rank hold BIVI as of Q1 2026.

  • Bank of America reported no remaining BioVie position as of Q1 2026 after selling out during the quarter.
  • Bank of America sold 125 BioVie shares in Q1 2026, an estimated $145.
  • Bank of America first reported a position in BioVie in Q3 2021 and held it in 15 quarters.
  • Bank of America's BioVie position peaked at $199K in Q1 2023.
  • 33 funds tracked by Wall St. Rank held BioVie as of Q1 2026.

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