Bank of America
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Bank of America’s P3 Health Partners PIII Stock Holding History

Bank of America’s Portfolio PIII Stock Details PIII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-501
Closed -$1.75K – 6584
2025
Q4 		$1.75K Buy
501
+500
+50,000% +$3.38K ﹤0.01% 6419
2025
Q3 		$9 Sell
1
-15
-94% -$113 ﹤0.01% 8226
2025
Q2 		$101 Buy
16
+1
+7% +$8 ﹤0.01% 7964
2025
Q1 		$120 Buy
15
+1
+7% +$10 ﹤0.01% 7798
2024
Q4 		$155 Sell
14
-33
-70% -$489 ﹤0.01% 7648
2024
Q3 		$913 Sell
47
-1,064
-96% -$27.9K ﹤0.01% 7262
2024
Q2 		$25K Buy
1,111
+685
+161% +$20.5K ﹤0.01% 6683
2024
Q1 		$22K Sell
426
-871
-67% -$48.4K ﹤0.01% 6734
2023
Q4 		$91.4K Buy
1,297
+339
+35% +$23.4K ﹤0.01% 6407
2023
Q3 		$70.4K Buy
958
+865
+930% +$89.8K ﹤0.01% 6385
2023
Q2 		$13.9K Sell
93
-358
-79% -$49.5K ﹤0.01% 6788
2023
Q1 		$23.9K Sell
451
-40
-8% -$2.4K ﹤0.01% 6713
2022
Q4 		$45.2K Buy
491
+296
+152% +$64.1K ﹤0.01% 6503
2022
Q3 		$45K Sell
195
-62
-24% -$15.5K ﹤0.01% 6725
2022
Q2 		$48K Sell
257
-245
-49% -$68.3K ﹤0.01% 6847
2022
Q1 		$196K Buy
+502
New +$151K ﹤0.01% 6481
2021
Q4 		– Sell
-12,047
Closed -$5.94M – 8540
2021
Q3 		$5.94M Buy
+12,047
New +$5.94M ﹤0.01% 3395

Other funds holding PIII

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
TFA
Trinity Financial Advisors Columbus, Ohio $389M AUM 20.97% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 1-Year Est. Return
NMC
Nine Masts Capital Central, Hong Kong $995M AUM 22.79% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

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

Bank of America sold out of P3 Health Partners (PIII) in Q1 2026, closing a stake of 501 shares — an estimated $1.75K sold.

Bank of America first reported a position in PIII in Q3 2021 and held it in 17 quarters. The position peaked at $5.94M in Q3 2021. 17 funds tracked by Wall St. Rank hold PIII as of Q1 2026.

  • Bank of America reported no remaining P3 Health Partners position as of Q1 2026 after selling out during the quarter.
  • Bank of America sold 501 P3 Health Partners shares in Q1 2026, an estimated $1.75K.
  • Bank of America first reported a position in P3 Health Partners in Q3 2021 and held it in 17 quarters.
  • Bank of America's P3 Health Partners position peaked at $5.94M in Q3 2021.
  • 17 funds tracked by Wall St. Rank held P3 Health Partners as of Q1 2026.

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