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EPG Wealth Management’s Bank of America BAC Stock Holding History

EPG Wealth 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 		$1.7M Buy
34,960
+29,130
+500% +$1.5M 0.46% 59
2025
Q4 		$321K Buy
5,830
+94
+2% +$4.97K 0.09% 156
2025
Q3 		$296K Buy
5,736
+96
+2% +$4.68K 0.08% 164
2025
Q2 		$267K Sell
5,640
-1,246
-18% -$52.4K 0.08% 168
2025
Q1 		$287K Buy
6,886
+16
+0.2% +$713 0.08% 196
2024
Q4 		$302K Sell
6,870
-816
-11% -$35.9K 0.08% 197
2024
Q3 		$305K Buy
+7,686
New +$308K 0.08% 202
2024
Q2 		– Sell
-8,298
Closed -$318K – 192
2024
Q1 		$315K Buy
8,298
+266
+3% +$9.13K 0.08% 210
2023
Q4 		$263K Sell
8,032
-145
-2% -$4.22K 0.07% 215
2023
Q3 		$224K Sell
8,177
-113
-1% -$3.34K 0.07% 225
2023
Q2 		$238K Sell
8,290
-451
-5% -$12.9K 0.07% 214
2023
Q1 		$250K Sell
8,741
-4,977
-36% -$164K 0.08% 205
2022
Q4 		$454K Sell
13,718
-70
-0.5% -$2.41K 0.17% 113
2022
Q3 		$416K Buy
13,788
+1,326
+11% +$44.3K 0.17% 119
2022
Q2 		$388K Buy
12,462
+4,783
+62% +$172K 0.17% 127
2022
Q1 		$317K Buy
7,679
+564
+8% +$25.4K 0.11% 165
2021
Q4 		$317K Buy
7,115
+1,053
+17% +$48K 0.11% 165
2021
Q3 		$257K Buy
6,062
+505
+9% +$20.3K 0.1% 175
2021
Q2 		$229K Buy
5,557
+14
+0.3% +$574 0.1% 184
2021
Q1 		$214K Buy
+5,543
New +$191K 0.1% 177
2020
Q2 		– Sell
-11,797
Closed -$250K – 188
2020
Q1 		$250K Buy
11,797
+6,563
+125% +$197K 0.18% 101
2019
Q4 		$184K Buy
+5,234
New +$169K 0.13% 105

Other funds holding BAC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EPG Wealth Management's BAC Position: Q1 2026 in Review

EPG Wealth Management increased its Bank of America (BAC) stake by 500% in Q1 2026, buying an estimated $1.5M and bringing the position to 34,960 shares worth $1.7M. The position accounts for 0.46% of the portfolio, ranked #59.

EPG Wealth Management first reported a position in BAC in Q4 2019 and has held it in 22 quarters since. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • EPG Wealth Management held 34,960 shares of Bank of America worth $1.7M as of Q1 2026.
  • EPG Wealth Management bought 29,130 Bank of America shares in Q1 2026, an estimated $1.5M.
  • Bank of America made up 0.46% of EPG Wealth Management's portfolio in Q1 2026, its #59 holding.
  • EPG Wealth Management first reported a position in Bank of America in Q4 2019 and has held it in 22 quarters since.
  • 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on EPG Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.