Position in CFFN
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$128,161
+$25,038 QoQ
Shares Held
17,975
+18.7% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CFFN Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026EP Wealth Advisors, LLC holds $47,309,373 across 52 Banks - Regional names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
|
128,486 | $7,760,554 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
17,159 | $4,224,888 | |
| 3 | UBSI |
United Bankshares Inc/Wv
|
86,817 | $3,978,823 | |
| 4 | RF |
Regions Financial Corp
|
112,611 | $3,400,852 | |
| 5 | FCNCA |
First Citizens Bancshares Inc /De/
|
1,207 | $2,511,513 | |
| 6 | COLB |
Columbia Banking System, Inc.
|
64,751 | $2,075,269 | |
| 7 | MTB |
M&T Bank Corp
|
6,925 | $1,648,219 | |
| 8 | FITB |
Fifth Third Bancorp
|
24,943 | $1,406,036 |
All Filings in CFFN
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $128,161 | 17,975 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $103,123 | 15,143 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $102,120 | 16,741 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $95,261 | 17,011 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $79,424 | 13,439 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $65,962 | 11,295 | Shares | Sole | 2024-11-15 | |
| No filing history on record for this holder in this stock. | ||||||