EP Wealth Advisors, LLC's ownership history for BAC


EP Wealth Advisors, LLC currently holds 385.2K shares with a market value of $21.2M. It started holding BAC on 2024-09-30. At its peak, it held 464.7K shares on 2025-06-30. Its highest holding value was $22.0M on 2025-06-30. At its lowest, it held 385.2K shares on 2025-12-31, with a value of $18.0M on 2024-09-30. In the recent 180 days, EP Wealth Advisors, LLC has decreased its shares by 79.0K. In the recent year, EP Wealth Advisors, LLC has decreased its shares by 67.7K.


EP Wealth Advisors, LLC's ownership history for BAC