Suvretta Capital Management’s Bank of America BAC Stock Holding History

Suvretta Capital Management’s Portfolio BAC Stock Details BAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$63.1M	Sell	1,295,245 -222,385	-15%	-$11.5M	1.61%	25
2025 Q4	$83.5M	Buy	1,517,630 +357,300	+31%	+$18.9M	1.71%	18
2025 Q3	$59.9M	Buy	1,160,330 +233,140	+25%	+$11.4M	1.53%	23
2025 Q2	$43.9M	Buy	927,190 +173,277	+23%	+$7.29M	1.32%	28
2025 Q1	$31.5M	Buy	+753,913	New	+$33.6M	1.17%	28
2018 Q2	–	Sell	-2,576,000	Closed	-$77.3M	–	21
2018 Q1	$77.3M	Buy	+2,576,000	New	+$80.9M	1.95%	15

Other funds holding BAC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Suvretta Capital Management's BAC Position: Q1 2026 in Review

Suvretta Capital Management reduced its Bank of America (BAC) stake by 15% in Q1 2026, selling an estimated $11.5M and leaving 1,295,245 shares worth $63.1M. The position accounts for 1.61% of the portfolio, ranked #25.

Suvretta Capital Management first reported a position in BAC in Q1 2018 and has held it in 6 quarters since. The position peaked at $83.5M in Q4 2025. 3,460 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Suvretta Capital Management held 1,295,245 shares of Bank of America worth $63.1M as of Q1 2026.
Suvretta Capital Management sold 222,385 Bank of America shares in Q1 2026, an estimated $11.5M.
Bank of America made up 1.61% of Suvretta Capital Management's portfolio in Q1 2026, its #25 holding.
Suvretta Capital Management first reported a position in Bank of America in Q1 2018 and has held it in 6 quarters since.
Suvretta Capital Management's Bank of America position peaked at $83.5M in Q4 2025.
3,460 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Suvretta Capital Management's 13F filing for Q1 2026, filed 15 May 2026.