EP Wealth Advisors, LLC

Position in BBVA — Banco Bilbao Vizcaya Argentaria, S.A.

CIK 1540569 TORRANCE, CA

Position in BBVA

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

Position Value

$400,684

+$91,228 QoQ

Shares Held

15,989

+11.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#276

of 522 holders

Holding Since

Mar 2020

14 quarters on record

Voting authority Sole 88% Shared 0% None 12%

Financial Services · as of Jun 30, 2026

EP Wealth Advisors, LLC holds $305,976,212 across 18 Banks - Diversified names. BBVA ranks #16 (0.1% 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/	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

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$400,684	15,989	+11.9%	Shares	Sole	2026-08-12
2026-03-31	$309,456	14,287	-14.7%	Shares	Sole	2026-05-14
2025-12-31	$390,279	16,743	+52.4%	Shares	Sole	2026-02-18
2025-06-30	$168,900	10,989	-79.8%	Shares	Sole	2025-08-14
2022-06-30	$246,127	54,453	+107.5%	Shares	Sole	2022-08-11
2022-03-31	$149,299	26,239	-0.8%	Shares	Sole	2022-05-20
2021-12-31	$155,226	26,444	+0.3%	Shares	Sole	2022-02-17
2021-09-30	$173,765	26,368	-6.2%	Shares	Sole	2021-11-23
2021-06-30	$174,581	28,113	+21.1%	Shares	Sole	2021-08-24
2021-03-31	$121,187	23,216	+5.4%	Shares	Sole	2021-05-17
2020-12-31	$108,763	22,017	-12.3%	Shares	Sole	2021-02-18
2020-09-30	$68,754	25,093	+81.6%	Shares	Sole	2020-11-17
2020-06-30	$46,974	13,816	+24.1%	Shares	Sole	2020-08-14
2020-03-31	$34,057	11,130	—	Shares	Sole	2020-05-18
No filing history on record for this holder in this stock.