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 Q2	$45M	Sell	789,720 -505,525	-39%	-$26.9M	0.82%	39
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 $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Suvretta Capital Management's BAC Position: Q2 2026 in Review

Suvretta Capital Management reduced its Bank of America (BAC) stake by 39% in Q2 2026, selling an estimated $26.9M and leaving 789,720 shares worth $45M. The position accounts for 0.82% of the portfolio, ranked #39.

Suvretta Capital Management first reported a position in BAC in Q1 2018 and has held it in 7 quarters since. The position peaked at $83.5M in Q4 2025. 3,610 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Suvretta Capital Management held 789,720 shares of Bank of America worth $45M as of Q2 2026.
Suvretta Capital Management sold 505,525 Bank of America shares in Q2 2026, an estimated $26.9M.
Bank of America made up 0.82% of Suvretta Capital Management's portfolio in Q2 2026, its #39 holding.
Suvretta Capital Management first reported a position in Bank of America in Q1 2018 and has held it in 7 quarters since.
Suvretta Capital Management's Bank of America position peaked at $83.5M in Q4 2025.
3,610 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Suvretta Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.