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Encompass Wealth Advisors’s Bank of America BAC Stock Holding History

Encompass Wealth Advisors’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 		$219K Buy
+3,847
New +$205K 0.07% 103
2026
Q1 		– Sell
-4,094
Closed -$225K – 101
2025
Q4 		$225K Sell
4,094
-734
-15% -$38.8K 0.08% 95
2025
Q3 		$249K Buy
4,828
+1
+0% +$49 0.08% 95
2025
Q2 		$228K Sell
4,827
-14
-0.3% -$589 0.08% 96
2025
Q1 		$202K Sell
4,841
-323
-6% -$14.4K 0.08% 97
2024
Q4 		$227K Sell
5,164
-10,052
-66% -$442K 0.09% 95
2024
Q3 		$604K Buy
15,216
+2
+0% +$80 0.15% 132
2024
Q2 		$605K Buy
15,214
+1
+0% +$38 0.16% 119
2024
Q1 		$577K Sell
15,213
-388
-2% -$13.3K 0.15% 134
2023
Q4 		$525K Buy
15,601
+488
+3% +$14.2K 0.16% 121
2023
Q3 		$414K Buy
15,113
+128
+0.9% +$3.79K 0.14% 130
2023
Q2 		$430K Buy
14,985
+2
+0% +$57 0.14% 131
2023
Q1 		$429K Buy
14,983
+3
+0% +$99 0.15% 126
2022
Q4 		$496K Buy
14,980
+2
+0% +$69 0.18% 104
2022
Q3 		$452K Buy
14,978
+2
+0% +$67 0.17% 112
2022
Q2 		$466K Sell
14,976
-1,662
-10% -$59.8K 0.16% 111
2022
Q1 		$686K Buy
16,638
+2
+0% +$90 0.17% 97
2021
Q4 		$740K Sell
16,636
-48
-0.3% -$2.19K 0.18% 98
2021
Q3 		$708K Buy
16,684
+352
+2% +$14.2K 0.18% 96
2021
Q2 		$673K Sell
16,332
-1,524
-9% -$62.5K 0.17% 110
2021
Q1 		$731K Buy
17,856
+2,440
+16% +$84.2K 0.19% 99
2020
Q4 		$467K Buy
+15,416
New +$413K 0.27% 67

Other funds holding BAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Encompass Wealth Advisors's BAC Position: Q2 2026 in Review

Encompass Wealth Advisors opened a new position in Bank of America (BAC) in Q2 2026: 3,847 shares worth $219K. The stake represents 0.07% of the portfolio and ranks #103 among its holdings. This is a return to the name: Encompass Wealth Advisors previously reported a position in BAC as recently as Q4 2025.

Encompass Wealth Advisors first reported a position in BAC in Q4 2020 and has held it in 22 quarters since. The position peaked at $740K in Q4 2021. 3,595 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Encompass Wealth Advisors held 3,847 shares of Bank of America worth $219K as of Q2 2026.
  • Bank of America was a new Encompass Wealth Advisors position in Q2 2026.
  • Bank of America made up 0.07% of Encompass Wealth Advisors's portfolio in Q2 2026, its #103 holding.
  • Encompass Wealth Advisors first reported a position in Bank of America in Q4 2020 and has held it in 22 quarters since.
  • Encompass Wealth Advisors's Bank of America position peaked at $740K in Q4 2021.
  • 3,595 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Encompass Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.