EP Wealth Advisors, LLC

Position in BHP — BHP Group Ltd

CIK 1540569 TORRANCE, CA

Position in BHP

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

Position Value

$781,947

+$157,402 QoQ

Shares Held

9,386

+9.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#328

of 814 holders

Holding Since

Jun 2022

7 quarters on record

Voting authority Sole 91% Shared 0% None 9%

Basic Materials · as of Jun 30, 2026

EP Wealth Advisors, LLC holds $1,821,395 across 5 Other Industrial Metals & Mining names. BHP ranks #1 (42.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BHP	BHP Group Ltd This page	9,386	$781,947
2	RIO	Rio Tinto PLC	6,014	$570,909
3	MP	MP Materials Corp. / DE	4,912	$275,121
4	NB	Niocorp Developments Ltd	32,820	$158,192
5	TMQ	Trilogy Metals Inc.	10,036	$35,226

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$781,947	9,386	+9.3%	Shares	Sole	2026-08-12
2026-03-31	$624,545	8,586	+5.6%	Shares	Sole	2026-05-14
2025-12-31	$490,747	8,129	+44.2%	Shares	Sole	2026-02-18
2025-06-30	$271,131	5,638	+44.7%	Shares	Sole	2025-08-14
2024-09-30	$241,918	3,895	+9.4%	Shares	Sole	2024-11-15
2023-09-30	$202,492	3,560	-56.1%	Shares	Sole	2023-11-24
2022-06-30	$455,956	8,116	—	Shares	Sole	2022-08-11
No filing history on record for this holder in this stock.