EP Wealth Advisors’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $22.5M | Buy |
462,260
+77,020
| +20% | +$3.97M | 0.11% | 125 |
|
|
2025
Q4 | $21.2M | Buy |
+385,240
| New | +$20.4M | 0.11% | 123 |
|
|
2025
Q2 | $22M | Buy |
464,672
+449
| +0.1% | +$18.9K | 0.14% | 117 |
|
|
2025
Q1 | $19.4M | Buy |
464,223
+16,920
| +4% | +$754K | 0.15% | 112 |
|
|
2024
Q4 | $19.7M | Sell |
447,303
-5,671
| -1% | -$250K | 0.16% | 104 |
|
|
2024
Q3 | $18M | Buy |
452,974
+15,650
| +4% | +$627K | 0.15% | 111 |
|
|
2024
Q2 | $17.4M | Buy |
437,324
+6,349
| +1% | +$243K | 0.18% | 96 |
|
|
2024
Q1 | $16.3M | Buy |
430,975
+16,726
| +4% | +$574K | 0.19% | 91 |
|
|
2023
Q4 | $13.9M | Buy |
414,249
+4,119
| +1% | +$120K | 0.18% | 92 |
|
|
2023
Q3 | $11.2M | Buy |
410,130
+249,439
| +155% | +$7.38M | 0.17% | 93 |
|
|
2023
Q2 | $11.8M | Sell |
160,691
-121,017
| -43% | -$3.45M | 0.17% | 93 |
|
|
2023
Q1 | $185K | Buy |
281,708
+140,680
| +100% | +$4.64M | ﹤0.01% | 585 |
|
|
2022
Q4 | $4.67M | Sell |
141,028
-5,012
| -3% | -$173K | 0.08% | 131 |
|
|
2022
Q3 | $4.41M | Buy |
146,040
+12,172
| +9% | +$407K | 0.1% | 122 |
|
|
2022
Q2 | $4.17M | Buy |
133,868
+4,864
| +4% | +$175K | 0.09% | 125 |
|
|
2022
Q1 | $5.32M | Sell |
129,004
-8,502
| -6% | -$384K | 0.12% | 106 |
|
|
2021
Q4 | $6.12M | Sell |
137,506
-7,431
| -5% | -$339K | 0.14% | 90 |
|
|
2021
Q3 | $6.15M | Sell |
144,937
-29,102
| -17% | -$1.17M | 0.17% | 79 |
|
|
2021
Q2 | $7.18M | Buy |
174,039
+13,193
| +8% | +$541K | 0.2% | 80 |
|
|
2021
Q1 | $6.22M | Buy |
160,846
+43,116
| +37% | +$1.49M | 0.2% | 81 |
|
|
2020
Q4 | $3.57M | Sell |
117,730
-2,160
| -2% | -$57.9K | 0.13% | 95 |
|
|
2020
Q3 | $2.89M | Sell |
119,890
-8,930
| -7% | -$222K | 0.12% | 90 |
|
|
2020
Q2 | $3.06M | Sell |
128,820
-37,993
| -23% | -$898K | 0.13% | 92 |
|
|
2020
Q1 | $3.54M | Sell |
166,813
-25,740
| -13% | -$772K | 0.17% | 89 |
|
|
2019
Q4 | $6.78M | Buy |
192,553
+1,406
| +0.7% | +$45.4K | 0.28% | 71 |
|
|
2019
Q3 | $5.58M | Buy |
+191,147
| New | +$5.5M | 0.28% | 64 |
|
|
2019
Q2 | – | Sell |
-41,507
| Closed | -$1.15M | – | 322 |
|
|
2019
Q1 | $1.15M | Sell |
41,507
-2,792
| -6% | -$78.9K | 0.11% | 106 |
|
|
2018
Q4 | $1.09M | Sell |
44,299
-1,193
| -3% | -$32.4K | 0.08% | 119 |
|
|
2018
Q3 | $1.34M | Buy |
45,492
+28,487
| +168% | +$868K | 0.1% | 101 |
|
|
2018
Q2 | $479K | Buy |
17,005
+3,380
| +25% | +$101K | 0.05% | 121 |
|
|
2018
Q1 | $409K | Sell |
13,625
-3,284
| -19% | -$103K | 0.04% | 133 |
|
|
2017
Q4 | $685K | Buy |
16,909
+4,404
| +35% | +$121K | 0.07% | 93 |
|
|
2017
Q3 | $317K | Buy |
12,505
+587
| +5% | +$14.2K | 0.04% | 130 |
|
|
2017
Q2 | $289K | Buy |
+11,918
| New | +$278K | 0.04% | 139 |
|
|
2016
Q4 | – | Sell |
-10,251
| Closed | -$160K | – | 144 |
|
|
2016
Q3 | $160K | Sell |
10,251
-1,433
| -12% | -$21.3K | 0.03% | 132 |
|
|
2016
Q2 | $155K | Buy |
11,684
+177
| +2% | +$2.49K | 0.02% | 126 |
|
|
2016
Q1 | $156K | Sell |
11,507
-2,019
| -15% | -$27.3K | 0.02% | 134 |
|
|
2015
Q4 | $228K | Buy |
13,526
+3,148
| +30% | +$53.2K | 0.04% | 132 |
|
|
2015
Q3 | $162K | Sell |
10,378
-950
| -8% | -$16K | 0.03% | 133 |
|
|
2015
Q2 | $193K | Sell |
11,328
-850
| -7% | -$14K | 0.04% | 114 |
|
|
2015
Q1 | $187K | Sell |
12,178
-1,171
| -9% | -$18.8K | 0.04% | 119 |
|
|
2014
Q4 | $239K | Sell |
13,349
-7,399
| -36% | -$127K | 0.04% | 121 |
|
|
2014
Q3 | $354K | Buy |
20,748
+6,768
| +48% | +$108K | 0.06% | 82 |
|
|
2014
Q2 | $215K | Sell |
13,980
-2,377
| -15% | -$36.9K | 0.05% | 109 |
|
|
2014
Q1 | $281K | Sell |
16,357
-1,960
| -11% | -$33K | 0.08% | 83 |
|
|
2013
Q4 | $285K | Sell |
18,317
-7,714
| -30% | -$114K | 0.07% | 95 |
|
|
2013
Q3 | $359K | Buy |
26,031
+9,479
| +57% | +$135K | 0.11% | 74 |
|
|
2013
Q2 | $213K | Buy |
+16,552
| New | +$211K | 0.08% | 73 |
|
Other funds holding BAC
VCM
VPM
EP Wealth Advisors's BAC Position: Q1 2026 in Review
EP Wealth Advisors increased its Bank of America (BAC) stake by 20% in Q1 2026, buying an estimated $3.97M and bringing the position to 462,260 shares worth $22.5M. The position accounts for 0.11% of the portfolio, ranked #125.
EP Wealth Advisors first reported a position in BAC in Q2 2013 and has held it in 48 quarters since. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.
- EP Wealth Advisors held 462,260 shares of Bank of America worth $22.5M as of Q1 2026.
- EP Wealth Advisors bought 77,020 Bank of America shares in Q1 2026, an estimated $3.97M.
- Bank of America made up 0.11% of EP Wealth Advisors's portfolio in Q1 2026, its #125 holding.
- EP Wealth Advisors first reported a position in Bank of America in Q2 2013 and has held it in 48 quarters since.
- 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.
Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.