Bank of America
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Bank of America’s Phreesia PHR Stock Holding History

Bank of America’s Portfolio PHR Stock Details PHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.39M Buy
1,001,057
+588,444
+143% +$7.78M ﹤0.01% 3095
2025
Q4 		$6.98M Sell
412,613
-88,474
-18% -$1.83M ﹤0.01% 3119
2025
Q3 		$11.8M Sell
501,087
-38,281
-7% -$1.04M ﹤0.01% 3143
2025
Q2 		$15.4M Buy
539,368
+206
+0% +$5.23K ﹤0.01% 2818
2025
Q1 		$13.8M Buy
539,162
+100,654
+23% +$2.74M ﹤0.01% 2833
2024
Q4 		$11M Sell
438,508
-14,223
-3% -$304K ﹤0.01% 2852
2024
Q3 		$10.3M Buy
452,731
+19,413
+4% +$455K ﹤0.01% 3038
2024
Q2 		$9.19M Sell
433,318
-9,064
-2% -$197K ﹤0.01% 3025
2024
Q1 		$10.6M Buy
442,382
+142,011
+47% +$3.53M ﹤0.01% 2935
2023
Q4 		$6.95M Sell
300,371
-16,576
-5% -$286K ﹤0.01% 3265
2023
Q3 		$5.92M Sell
316,947
-27,200
-8% -$732K ﹤0.01% 3251
2023
Q2 		$10.7M Sell
344,147
-45,964
-12% -$1.44M ﹤0.01% 2642
2023
Q1 		$12.6M Buy
390,111
+67,284
+21% +$2.37M ﹤0.01% 2583
2022
Q4 		$10.4M Sell
322,827
-69,754
-18% -$1.89M ﹤0.01% 2652
2022
Q3 		$10M Sell
392,581
-6,551
-2% -$163K ﹤0.01% 2619
2022
Q2 		$9.98M Buy
399,132
+31,370
+9% +$691K ﹤0.01% 2693
2022
Q1 		$9.7M Buy
367,762
+5,360
+1% +$164K ﹤0.01% 2894
2021
Q4 		$15.1M Buy
362,402
+41,235
+13% +$2.45M ﹤0.01% 2501
2021
Q3 		$19.8M Sell
321,167
-464
-0.1% -$31K ﹤0.01% 2183
2021
Q2 		$19.7M Buy
321,631
+16,877
+6% +$879K ﹤0.01% 2149
2021
Q1 		$15.9M Buy
304,754
+785
+0.3% +$49.5K ﹤0.01% 2253
2020
Q4 		$16.5M Buy
303,969
+129,634
+74% +$5.56M ﹤0.01% 2062
2020
Q3 		$5.6M Buy
174,335
+22,793
+15% +$679K ﹤0.01% 2806
2020
Q2 		$4.29M Buy
151,542
+45,416
+43% +$1.18M ﹤0.01% 2971
2020
Q1 		$2.23M Sell
106,126
-34,147
-24% -$936K ﹤0.01% 3395
2019
Q4 		$3.74M Buy
140,273
+115,096
+457% +$3.18M ﹤0.01% 3508
2019
Q3 		$609K Buy
+25,177
New +$664K ﹤0.01% 4940

Other funds holding PHR

PFCS
Pale Fire Capital SE Prague, Czech Republic $1.14B AUM 42.87% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AG
Algert Global San Francisco, California $6.65B AUM 53.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PM
Prosight Management Dallas, Texas $610M AUM 40.86% 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 PHR Position: Q1 2026 in Review

Bank of America increased its Phreesia (PHR) stake by 143% in Q1 2026, buying an estimated $7.78M and bringing the position to 1,001,057 shares worth $8.39M. The position accounts for ﹤0.01% of the portfolio, ranked #3095.

Bank of America first reported a position in PHR in Q3 2019 and has held it in 27 quarters since. The position peaked at $19.8M in Q3 2021. 244 funds tracked by Wall St. Rank hold PHR as of Q1 2026.

  • Bank of America held 1,001,057 shares of Phreesia worth $8.39M as of Q1 2026.
  • Bank of America bought 588,444 Phreesia shares in Q1 2026, an estimated $7.78M.
  • Phreesia made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #3095 holding.
  • Bank of America first reported a position in Phreesia in Q3 2019 and has held it in 27 quarters since.
  • Bank of America's Phreesia position peaked at $19.8M in Q3 2021.
  • 244 funds tracked by Wall St. Rank held Phreesia as of Q1 2026.

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