EPG Wealth Management LLC

Position in BAC — Bank Of America Corp /De/

CIK 1803058 ATLANTA, GA

Position in BAC

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$2,031,792

+$327,492 QoQ

Shares Held

35,658

+2.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.80%

of 13F equity value

Holder Rank

#1,459

of 3,594 holders

Holding Since

Mar 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

EPG Wealth Management LLC holds $11,643,707 across 4 Banks - Diversified names. BAC ranks #2 (17.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	23,059	$7,547,902
2	BAC	Bank Of America Corp /De/ This page	35,658	$2,031,792
3	RY	Royal Bank Of Canada	7,202	$1,490,597
4	C	Citigroup Inc	4,097	$573,416

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,031,792	35,658	+2.0%	Shares	Sole	2026-07-28
2026-03-31	$1,704,300	34,960	+499.7%	Shares	Sole	2026-05-07
2025-12-31	$320,650	5,830	+1.6%	Shares	Sole	2026-01-28
2025-09-30	$295,920	5,736	+1.7%	Shares	Sole	2025-11-03
2025-06-30	$266,884	5,640	-18.1%	Shares	Sole	2025-08-05
2025-03-31	$287,352	6,886	+0.2%	Shares	Sole	2025-05-13
2024-12-31	$301,935	6,870	-10.6%	Shares	Sole	2025-02-14
2024-09-30	$304,980	7,686	—	Shares	Sole	2024-11-13
2024-06-30	$364,465	0	-100.0%	Shares	Sole	2024-08-13
2024-03-31	$314,660	8,298	+3.3%	Shares	Sole	2024-05-14
2023-12-31	$270,437	8,032	-1.8%	Shares	Sole	2024-02-15
2023-09-30	$223,886	8,177	-1.4%	Shares	Sole	2023-11-13
2023-06-30	$237,840	8,290	-5.2%	Shares	Sole	2023-08-15
2023-03-31	$249,992	8,741	-36.3%	Shares	Sole	2023-05-15
2022-12-31	$454,340	13,718	-0.5%	Shares	Sole	2023-02-15
2022-09-30	$416,397	13,788	+10.6%	Shares	Sole	2022-11-15
2022-06-30	$387,942	12,462	+62.3%	Shares	Sole	2022-08-15
2022-03-31	$316,528	7,679	+7.9%	Shares	Sole	2022-05-10
2021-12-31	$316,546	7,115	+17.4%	Shares	Sole	2022-02-14
2021-09-30	$257,331	6,062	+9.1%	Shares	Sole	2021-11-15
2021-06-30	$229,115	5,557	+0.3%	Shares	Sole	2021-08-09
2021-03-31	$214,458	5,543	-53.0%	Shares	Sole	2021-05-10
2020-03-31	$250,449	11,797	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.