Bank of America
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Bank of America’s Orchestra BioMed OBIO Stock Holding History

Bank of America’s Portfolio OBIO Stock Details OBIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$224K Buy
52,761
+35,214
+201% +$150K ﹤0.01% 5305
2025
Q4 		$72.8K Sell
17,547
-13,572
-44% -$54.8K ﹤0.01% 5714
2025
Q3 		$77.2K Buy
31,119
+9,542
+44% +$26.3K ﹤0.01% 6696
2025
Q2 		$57.8K Buy
21,577
+5,678
+36% +$16.6K ﹤0.01% 6760
2025
Q1 		$68K Sell
15,899
-7,881
-33% -$39.2K ﹤0.01% 6649
2024
Q4 		$95.1K Buy
23,780
+7,036
+42% +$37.8K ﹤0.01% 6427
2024
Q3 		$86.1K Buy
16,744
+974
+6% +$6.36K ﹤0.01% 6390
2024
Q2 		$129K Buy
15,770
+11,322
+255% +$65.6K ﹤0.01% 6129
2024
Q1 		$23.4K Sell
4,448
-40,980
-90% -$278K ﹤0.01% 6723
2023
Q4 		$415K Buy
45,428
+39,033
+610% +$266K ﹤0.01% 5622
2023
Q3 		$55.8K Buy
6,395
+5,281
+474% +$35.5K ﹤0.01% 6470
2023
Q2 		$7.8K Buy
+1,114
New +$16.9K ﹤0.01% 6919

Other funds holding OBIO

RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
PA
Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
PBM
Propel Bio Management Los Angeles, California $159M AUM 60.94% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AAA
Affinity Asset Advisors New York $1.94B AUM 374.45% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Bank of America increased its Orchestra BioMed (OBIO) stake by 201% in Q1 2026, buying an estimated $150K and bringing the position to 52,761 shares worth $224K. The position accounts for ﹤0.01% of the portfolio, ranked #5305.

Bank of America first reported a position in OBIO in Q2 2023 and has held it in 12 quarters since. The position peaked at $415K in Q4 2023. 65 funds tracked by Wall St. Rank hold OBIO as of Q1 2026.

  • Bank of America held 52,761 shares of Orchestra BioMed worth $224K as of Q1 2026.
  • Bank of America bought 35,214 Orchestra BioMed shares in Q1 2026, an estimated $150K.
  • Orchestra BioMed made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #5305 holding.
  • Bank of America first reported a position in Orchestra BioMed in Q2 2023 and has held it in 12 quarters since.
  • Bank of America's Orchestra BioMed position peaked at $415K in Q4 2023.
  • 65 funds tracked by Wall St. Rank held Orchestra BioMed as of Q1 2026.

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