Bank of America
SERA icon

Bank of America’s Sera Prognostics SERA Stock Holding History

Bank of America’s Portfolio SERA Stock Details SERA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-4,670
Closed -$13.8K – 6706
2025
Q4 		$13.8K Sell
4,670
-774
-14% -$2.5K ﹤0.01% 6108
2025
Q3 		$16.7K Buy
5,444
+1,577
+41% +$4.49K ﹤0.01% 7110
2025
Q2 		$10.7K Sell
3,867
-14,508
-79% -$35.9K ﹤0.01% 7180
2025
Q1 		$67.6K Sell
18,375
-9,505
-34% -$48.4K ﹤0.01% 6652
2024
Q4 		$227K Buy
27,880
+7,813
+39% +$57.4K ﹤0.01% 6056
2024
Q3 		$157K Sell
20,067
-13,065
-39% -$94.8K ﹤0.01% 6137
2024
Q2 		$196K Buy
33,132
+26,612
+408% +$238K ﹤0.01% 5897
2024
Q1 		$59.3K Sell
6,520
-5,818
-47% -$46.1K ﹤0.01% 6455
2023
Q4 		$73.8K Buy
+12,338
New +$35.8K ﹤0.01% 6488
2023
Q1 		– Sell
-48
Closed -$60 – 8221
2022
Q4 		$60 Sell
48
-331
-87% -$467 ﹤0.01% 7768
2022
Q3 		$0 Sell
379
-179
-32% -$361 ﹤0.01% 8156
2022
Q2 		$1K Sell
558
-4,902
-90% -$9.41K ﹤0.01% 7887
2022
Q1 		$21K Buy
5,460
+1,863
+52% +$10.8K ﹤0.01% 7502
2021
Q4 		$25K Buy
3,597
+3,183
+769% +$32K ﹤0.01% 7456
2021
Q3 		$4K Buy
+414
New +$4.3K ﹤0.01% 7785

Other funds holding SERA

BBA
Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return
WCA
Whetstone Capital Advisors Shawnee Mission, Kansas $288M AUM 44.06% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
PR
PSP Research Newtown Square, Pennsylvania $188M AUM
VC
Vivo Capital Palo Alto, California $1.2B AUM 911.44% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Bank of America sold out of Sera Prognostics (SERA) in Q1 2026, closing a stake of 4,670 shares — an estimated $13.8K sold.

Bank of America first reported a position in SERA in Q3 2021 and held it in 15 quarters. The position peaked at $227K in Q4 2024. 56 funds tracked by Wall St. Rank hold SERA as of Q1 2026.

  • Bank of America reported no remaining Sera Prognostics position as of Q1 2026 after selling out during the quarter.
  • Bank of America sold 4,670 Sera Prognostics shares in Q1 2026, an estimated $13.8K.
  • Bank of America first reported a position in Sera Prognostics in Q3 2021 and held it in 15 quarters.
  • Bank of America's Sera Prognostics position peaked at $227K in Q4 2024.
  • 56 funds tracked by Wall St. Rank held Sera Prognostics as of Q1 2026.

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