Bank of America
PHR icon

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
2025
Q2 		– Sell
-31,500
Closed -$805K – 8604
2025
Q1 		$805K Hold
31,500
– – ﹤0.01% 5375
2024
Q4 		$793K Sell
31,500
-66,300
-68% -$1.42M ﹤0.01% 5218
2024
Q3 		$2.23M Hold
97,800
– – ﹤0.01% 4469
2024
Q2 		$2.07M Hold
97,800
– – ﹤0.01% 4419
2024
Q1 		$2.34M Sell
97,800
-37,200
-28% -$924K ﹤0.01% 4320
2023
Q4 		$3.13M Buy
+135,000
New +$2.33M ﹤0.01% 3960

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.