Bank of America Corporation shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of Bank of America Corporation (BAC) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in Bank of America Corporation
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Quarterly reported holdings in Bank of America Corporation by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $14M | 414k | 33.67 |
| 2023-09-30 | $11M | 410k | 27.38 |
| 2023-06-30 | $12M | 161k | 73.32 |
| 2023-03-31 | $185k | 282k | 0.66 |
| 2022-12-31 | $4.7M | 141k | 33.12 |
| 2022-09-30 | $4.4M | 146k | 30.20 |
| 2022-06-30 | $4.2M | 134k | 31.13 |
| 2022-03-31 | $5.3M | 129k | 41.22 |
| 2021-12-31 | $6.1M | 138k | 44.49 |
| 2021-09-30 | $6.2M | 145k | 42.45 |
| 2021-06-30 | $7.2M | 174k | 41.23 |
| 2021-03-31 | $6.2M | 161k | 38.69 |
| 2020-12-31 | $3.6M | 118k | 30.31 |
| 2020-09-30 | $2.9M | 120k | 24.09 |
| 2020-06-30 | $3.1M | 129k | 23.75 |
| 2020-03-31 | $3.5M | 167k | 21.23 |
| 2019-12-31 | $6.8M | 193k | 35.22 |
| 2019-09-30 | $5.6M | 191k | 29.17 |
| 2019-03-31 | $1.1M | 42k | 27.59 |
| 2018-12-31 | $1.1M | 44k | 24.65 |
| 2018-09-30 | $1.3M | 46k | 29.46 |
| 2018-06-30 | $479k | 17k | 28.17 |
| 2018-03-31 | $409k | 14k | 30.02 |
| 2017-12-31 | $499k | 17k | 29.51 |
| 2017-09-30 | $317k | 13k | 25.35 |
| 2017-06-30 | $289k | 12k | 24.25 |
| 2016-09-30 | $160k | 10k | 15.61 |
| 2016-06-30 | $155k | 12k | 13.27 |
| 2016-03-31 | $156k | 12k | 13.56 |
| 2015-12-31 | $228k | 14k | 16.86 |
| 2015-09-30 | $162k | 10k | 15.61 |
| 2015-06-30 | $193k | 11k | 17.02 |
| 2015-03-31 | $187k | 12k | 15.39 |
| 2014-12-31 | $239k | 13k | 17.90 |
| 2014-09-30 | $354k | 21k | 17.06 |
| 2014-06-30 | $215k | 14k | 15.38 |
| 2014-03-31 | $281k | 16k | 17.18 |
| 2013-12-31 | $285k | 18k | 15.56 |
| 2013-09-30 | $359k | 26k | 13.79 |
| 2013-06-30 | $213k | 17k | 12.87 |
| 2013-03-31 | $165k | 14k | 12.16 |
| 2012-09-30 | $165k | 19k | 8.84 |
| 2012-06-30 | $192k | 24k | 8.16 |
| 2012-03-31 | $171k | 18k | 9.60 |
| 2011-12-31 | $114k | 21k | 5.54 |