EP Wealth Advisors, LLC

Position in BCS — Barclays PLC

CIK 1540569 TORRANCE, CA

Position in BCS

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

Position Value

$644,451

+$278,468 QoQ

Shares Held

23,993

+38.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#240

of 552 holders

Holding Since

Mar 2020

15 quarters on record

Voting authority Sole 82% Shared 0% None 18%

Financial Services · as of Jun 30, 2026

EP Wealth Advisors, LLC holds $305,976,212 across 18 Banks - Diversified names. BCS ranks #11 (0.2% 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

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$644,451	23,993	+38.7%	Shares	Sole	2026-08-12
2026-03-31	$365,983	17,296	-3.7%	Shares	Sole	2026-05-14
2025-12-31	$457,260	17,967	+20.8%	Shares	Sole	2026-02-18
2025-06-30	$276,526	14,875	+39.9%	Shares	Sole	2025-08-14
2025-03-31	$163,338	10,634	-2.0%	Shares	Sole	2025-05-15
2024-09-30	$131,791	10,847	-71.9%	Shares	Sole	2024-11-15
2022-06-30	$293,413	38,607	+80.7%	Shares	Sole	2022-08-11
2022-03-31	$168,799	21,367	+15.3%	Shares	Sole	2022-05-20
2021-12-31	$191,785	18,530	+4.0%	Shares	Sole	2022-02-17
2021-09-30	$183,799	17,810	+6.1%	Shares	Sole	2021-11-23
2021-06-30	$161,965	16,784	+11.4%	Shares	Sole	2021-08-24
2021-03-31	$154,135	15,067	+10.9%	Shares	Sole	2021-05-17
2020-12-31	$108,528	13,583	-14.9%	Shares	Sole	2021-02-18
2020-06-30	$90,390	15,970	+12.5%	Shares	Sole	2020-08-14
2020-03-31	$64,289	14,192	—	Shares	Sole	2020-05-18
No filing history on record for this holder in this stock.