Bank of America
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Bank of America’s The Oncology Institute TOI Stock Holding History

Bank of America’s Portfolio TOI Stock Details TOI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$195K Buy
63,439
+16,991
+37% +$52.1K ﹤0.01% 5369
2025
Q4 		$165K Sell
46,448
-5,276
-10% -$19.6K ﹤0.01% 5425
2025
Q3 		$181K Buy
51,724
+25,916
+100% +$88.8K ﹤0.01% 6324
2025
Q2 		$52.9K Buy
25,808
+22,875
+780% +$57.2K ﹤0.01% 6788
2025
Q1 		$3.34K Buy
2,933
+15
+0.5% +$12 ﹤0.01% 7273
2024
Q4 		$902 Buy
2,918
+211
+8% +$55 ﹤0.01% 7306
2024
Q3 		$882 Buy
2,707
+36
+1% +$15 ﹤0.01% 7269
2024
Q2 		$1.23K Sell
2,671
-1,235
-32% -$1.05K ﹤0.01% 7200
2024
Q1 		$6.17K Sell
3,906
-28,334
-88% -$53.9K ﹤0.01% 6968
2023
Q4 		$65.8K Buy
32,240
+28,334
+725% +$49.1K ﹤0.01% 6521
2023
Q3 		$5.47K Sell
3,906
-2
-0.1% -$2 ﹤0.01% 6976
2023
Q2 		$2.15K Sell
3,908
-20,704
-84% -$11K ﹤0.01% 7130
2023
Q1 		$16.7K Sell
24,612
-7,383
-23% -$9.42K ﹤0.01% 6805
2022
Q4 		$52.8K Buy
31,995
+16,164
+102% +$45.4K ﹤0.01% 6462
2022
Q3 		$73K Buy
15,831
+9,580
+153% +$56.3K ﹤0.01% 6503
2022
Q2 		$31K Sell
6,251
-3,387
-35% -$24.7K ﹤0.01% 7040
2022
Q1 		$69K Buy
+9,638
New +$65K ﹤0.01% 7031
2021
Q4 		– Sell
-462,000
Closed -$4.59M – 8635
2021
Q3 		$4.59M Hold
462,000
– – ﹤0.01% 3645
2021
Q2 		$4.6M Buy
+462,000
New +$4.65M ﹤0.01% 3593

Other funds holding TOI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
KWM
Kanen Wealth Management Coconut Creek, Florida $278M AUM 38.85% 1-Year Est. Return
JAIC
Josh Arnold Investment Consultant Edina, Minnesota $117M AUM 26.5% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WC
Wexford Capital West Palm Beach, Florida $690M AUM 57.92% 1-Year Est. Return
CP
CenterBook Partners Greenwich, Connecticut $1.86B AUM 24.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Bank of America increased its The Oncology Institute (TOI) stake by 37% in Q1 2026, buying an estimated $52.1K and bringing the position to 63,439 shares worth $195K. The position accounts for ﹤0.01% of the portfolio, ranked #5369.

Bank of America first reported a position in TOI in Q2 2021 and has held it in 19 quarters since. The position peaked at $4.6M in Q2 2021. 115 funds tracked by Wall St. Rank hold TOI as of Q1 2026.

  • Bank of America held 63,439 shares of The Oncology Institute worth $195K as of Q1 2026.
  • Bank of America bought 16,991 The Oncology Institute shares in Q1 2026, an estimated $52.1K.
  • The Oncology Institute made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #5369 holding.
  • Bank of America first reported a position in The Oncology Institute in Q2 2021 and has held it in 19 quarters since.
  • Bank of America's The Oncology Institute position peaked at $4.6M in Q2 2021.
  • 115 funds tracked by Wall St. Rank held The Oncology Institute as of Q1 2026.

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