Bank of America
CARL

Bank of America’s Carlsmed CARL Stock Holding History

Bank of America’s Portfolio CARL Stock Details CARL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$141K Sell
15,583
-5,553
-26% -$67.1K ﹤0.01% 5459
2025
Q4 		$261K Buy
21,136
+6,067
+40% +$80.8K ﹤0.01% 5212
2025
Q3 		$202K Buy
+15,069
New +$206K ﹤0.01% 6274

Other funds holding CARL

O
OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
PHP
Parkman Healthcare Partners Stamford, Connecticut $970M AUM 79.46% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
KC
KCM Capital Shawnee, Kansas $622M AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Bank of America reduced its Carlsmed (CARL) stake by 26% in Q1 2026, selling an estimated $67.1K and leaving 15,583 shares worth $141K. The position accounts for ﹤0.01% of the portfolio, ranked #5459.

Bank of America first reported a position in CARL in Q3 2025 and has held it in 3 quarters since. The position peaked at $261K in Q4 2025. 66 funds tracked by Wall St. Rank hold CARL as of Q1 2026.

  • Bank of America held 15,583 shares of Carlsmed worth $141K as of Q1 2026.
  • Bank of America sold 5,553 Carlsmed shares in Q1 2026, an estimated $67.1K.
  • Carlsmed made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #5459 holding.
  • Bank of America first reported a position in Carlsmed in Q3 2025 and has held it in 3 quarters since.
  • Bank of America's Carlsmed position peaked at $261K in Q4 2025.
  • 66 funds tracked by Wall St. Rank held Carlsmed as of Q1 2026.

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