Skip to main content
Livermore
Livermore
ZHEN

Encompass Wealth Advisors, LLC

SEC CIK
0001849614
Latest filing
Jul 21, 2026

BAC holding history

Bank of America Corp in every 13F filed by Encompass Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BAC overviewAll 13F holders of BACFull Q2 2026 holdings

Shares (Q2 2026)
3,847
Value
$219.2K
% of portfolio
0.1%
Quarters held
21
Since Q1 2021
Holdings of BAC by Encompass Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,847$219.2K0.1%+3,847NewHolders
Q1 20260$00.0%−4,094−100.0%Sold outHolders
Q4 20254,094$225.2K0.1%−734−15.2%ReducedHolders
Q3 20254,828$249.1K0.1%+10.0%AddedHolders
Q2 20254,827$228.4K0.1%−14−0.3%ReducedHolders
Q1 20254,841$202.0K0.1%−323−6.3%ReducedHolders
Q4 20245,164$227.0K0.1%−10,052−66.1%ReducedHolders
Q3 202415,216$603.8K0.2%+20.0%AddedHolders
Q2 202415,214$605.1K0.2%+10.0%AddedHolders
Q1 202415,213$576.9K0.2%−388−2.5%ReducedHolders
Q4 202315,601$525.3K0.2%+488+3.2%AddedHolders
Q3 202315,113$413.8K0.1%+128+0.9%AddedHolders
Q2 202314,985$429.9K0.1%+20.0%AddedHolders
Q1 202314,983$428.5K0.1%+30.0%AddedHolders
Q4 202214,980$496.1K0.2%+20.0%AddedHolders
Q3 202214,978$452.0K0.2%+20.0%AddedHolders
Q2 202214,976$466.0K0.2%−1,662−10.0%ReducedHolders
Q1 202216,638$686.0K0.2%+20.0%AddedHolders
Q4 202116,636$740.0K0.2%−48−0.3%ReducedHolders
Q3 202116,684$708.0K0.2%+352+2.2%AddedHolders
Q2 202116,332$673.0K0.2%−1,524−8.5%ReducedHolders
Q1 202117,856$731.0K0.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.