Bank of America
VSEE

Bank of America’s VSEE HEALTH INC VSEE Stock Holding History

Bank of America’s Portfolio VSEE Stock Details VSEE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-67
Closed -$25 – 7034
2025
Q4 		$25 Sell
67
-11
-14% -$7 ﹤0.01% 7088
2025
Q3 		$48 Buy
78
+23
+42% +$23 ﹤0.01% 8017
2025
Q2 		$64 Buy
55
+5
+10% +$6 ﹤0.01% 8052
2025
Q1 		$60 Buy
50
+1
+2% +$1 ﹤0.01% 7940
2024
Q4 		$67 Buy
49
+3
+7% +$4 ﹤0.01% 7818
2024
Q3 		$69 Buy
+46
New +$147 ﹤0.01% 7785

Other funds holding VSEE

AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

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

Bank of America sold out of VSEE HEALTH INC (VSEE) in Q1 2026, closing a stake of 67 shares — an estimated $25 sold.

Bank of America first reported a position in VSEE in Q3 2024 and held it in 6 quarters. The position peaked at $69 in Q3 2024. 14 funds tracked by Wall St. Rank hold VSEE as of Q1 2026.

  • Bank of America reported no remaining VSEE HEALTH INC position as of Q1 2026 after selling out during the quarter.
  • Bank of America sold 67 VSEE HEALTH INC shares in Q1 2026, an estimated $25.
  • Bank of America first reported a position in VSEE HEALTH INC in Q3 2024 and held it in 6 quarters.
  • Bank of America's VSEE HEALTH INC position peaked at $69 in Q3 2024.
  • 14 funds tracked by Wall St. Rank held VSEE HEALTH INC as of Q1 2026.

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