EP Wealth Advisors, LLC

Position in BAC — Bank Of America Corp /De/

CIK 1540569 TORRANCE, CA

Position in BAC

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$28,327,891

+$5,792,716 QoQ

Shares Held

497,155

+7.5% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

#432

of 3,595 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 89% Shared 0% None 11%

Financial Services · as of Jun 30, 2026

EP Wealth Advisors, LLC holds $305,976,212 across 18 Banks - Diversified names. BAC ranks #2 (9.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	724,174	$237,043,875
2	BAC	Bank Of America Corp /De/ This page	497,155	$28,327,891
3	WFC	Wells Fargo & Company/Mn	245,564	$20,293,408
4	C	Citigroup Inc	67,481	$9,444,640
5	BNY	Bank of New York Mellon Corp	13,650	$1,973,926
6	TD	Toronto Dominion Bank	13,524	$1,642,219
7	BNS	Bank Of Nova Scotia	13,197	$1,146,027
8	SAN	Banco Santander, S.A.	62,986	$869,206

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$28,327,891	497,155	+7.5%	Shares	Sole	2026-08-12
2026-03-31	$22,535,175	462,260	+20.0%	Shares	Sole	2026-05-14
2025-12-31	$21,188,200	385,240	-17.1%	Shares	Sole	2026-02-18
2025-06-30	$21,988,279	464,672	+0.1%	Shares	Sole	2025-08-14
2025-03-31	$19,372,025	464,223	+3.8%	Shares	Sole	2025-05-15
2024-12-31	$19,658,966	447,303	-1.3%	Shares	Sole	2025-02-14
2024-09-30	$17,974,008	452,974	+3.6%	Shares	Sole	2024-11-15
2024-06-30	$17,392,375	437,324	+1.5%	Shares	Sole	2024-08-19
2024-03-31	$16,342,572	430,975	+4.0%	Shares	Sole	2024-05-14
2023-12-31	$13,947,763	414,249	+1.0%	Shares	Sole	2024-02-28
2023-09-30	$11,229,359	410,130	+155.2%	Shares	Sole	2023-11-24
2023-06-30	$4,610,224	160,691	-43.0%	Shares	Sole	2023-08-14
2023-03-31	$184,660	281,708	+99.8%	Shares	Sole	2023-06-05
2022-12-31	$4,670,847	141,028	-3.4%	Shares	Sole	2023-06-12
2022-09-30	$4,410,408	146,040	+9.1%	Shares	Sole	2022-12-02
2022-06-30	$4,167,310	133,868	+3.8%	Shares	Sole	2022-08-11
2022-03-31	$5,317,544	129,004	-6.2%	Shares	Sole	2022-05-20
2021-12-31	$6,117,641	137,506	-5.1%	Shares	Sole	2022-02-17
2021-09-30	$6,152,575	144,937	-16.7%	Shares	Sole	2021-11-23
2021-06-30	$7,175,627	174,039	+8.2%	Shares	Sole	2021-08-24
2021-03-31	$6,223,131	160,846	+36.6%	Shares	Sole	2021-05-17
2020-12-31	$3,568,396	117,730	-1.8%	Shares	Sole	2021-02-18
2020-09-30	$2,888,150	119,890	-6.9%	Shares	Sole	2020-11-17
2020-06-30	$3,059,475	128,820	-22.8%	Shares	Sole	2020-08-14
2020-03-31	$3,541,439	166,813	—	Shares	Sole	2020-05-18
No filing history on record for this holder in this stock.