Encompass More Asset Management’s Bank of America BAC Stock Holding History

Encompass More Asset 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	$437K	Sell	7,676 -380	-5%	-$20.2K	0.06%	184
2026 Q1	$393K	Buy	8,056 +681	+9%	+$35.1K	0.07%	163
2025 Q4	$406K	Sell	7,375 -66	-0.9%	-$3.49K	0.07%	160
2025 Q3	$384K	Sell	7,441 -625	-8%	-$30.5K	0.07%	152
2025 Q2	$382K	Sell	8,066 -681	-8%	-$28.6K	0.09%	141
2025 Q1	$365K	Buy	8,747 +61	+0.7%	+$2.72K	0.11%	135
2024 Q4	$382K	Buy	8,686 +884	+11%	+$38.9K	0.13%	132
2024 Q3	$310K	Buy	7,802 +2,237	+40%	+$89.7K	0.12%	133
2024 Q2	$221K	Buy	5,565 +151	+3%	+$5.79K	0.16%	98
2024 Q1	$205K	Buy	+5,414	New	+$186K	0.17%	95

Other funds holding BAC

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

DJC

Daily Journal Corp Los Angeles, California $257M AUM 13.37% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

SIC

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

Encompass More Asset Management's BAC Position: Q2 2026 in Review

Encompass More Asset Management reduced its Bank of America (BAC) stake by 4.7% in Q2 2026, selling an estimated $20.2K and leaving 7,676 shares worth $437K. The position accounts for 0.06% of the portfolio, ranked #184.

Encompass More Asset Management first reported a position in BAC in Q1 2024 and has held it in 10 quarters since. 599 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Encompass More Asset Management held 7,676 shares of Bank of America worth $437K as of Q2 2026.
Encompass More Asset Management sold 380 Bank of America shares in Q2 2026, an estimated $20.2K.
Bank of America made up 0.06% of Encompass More Asset Management's portfolio in Q2 2026, its #184 holding.
Encompass More Asset Management first reported a position in Bank of America in Q1 2024 and has held it in 10 quarters since.
599 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Encompass More Asset Management's 13F filing for Q2 2026, filed 14 Jul 2026.