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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
Q2 		$2.03M Buy
35,658
+698
+2% +$37.1K 0.49% 55
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 $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

EPG Wealth Management's BAC Position: Q2 2026 in Review

EPG Wealth Management increased its Bank of America (BAC) stake by 2% in Q2 2026, buying an estimated $37.1K and bringing the position to 35,658 shares worth $2.03M. The position accounts for 0.49% of the portfolio, ranked #55.

EPG Wealth Management first reported a position in BAC in Q4 2019 and has held it in 23 quarters since. 3,609 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • EPG Wealth Management held 35,658 shares of Bank of America worth $2.03M as of Q2 2026.
  • EPG Wealth Management bought 698 Bank of America shares in Q2 2026, an estimated $37.1K.
  • Bank of America made up 0.49% of EPG Wealth Management's portfolio in Q2 2026, its #55 holding.
  • EPG Wealth Management first reported a position in Bank of America in Q4 2019 and has held it in 23 quarters since.
  • 3,609 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on EPG Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.