Position in FAF
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$531,503
-$1,862,190 QoQ
Shares Held
7,749
-80.5% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#255
of 466 holders
Holding Since
Jun 2021
19 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in FAF Over Time
Shares Held
Position Value (USD)
Position in Insurance - Specialty
Financial Services · as of Jun 30, 2026EP Wealth Advisors, LLC holds $1,719,221 across 3 Insurance - Specialty names. FAF ranks #2 (30.9% of the industry book) .
All Filings in FAF
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $531,503 | 7,749 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,393,693 | 39,703 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,694,021 | 43,848 | Shares | Sole | 2026-02-18 | |
| 2025-03-31 | $2,486,786 | 37,891 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,482,551 | 39,759 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,720,338 | 41,211 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $1,969,498 | 36,506 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $2,246,273 | 36,794 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,369,265 | 36,767 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $2,068,833 | 36,623 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $283,617 | 4,974 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,046,271 | 54,730 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $1,913,131 | 36,552 | Shares | Sole | 2023-06-12 | |
| 2022-09-30 | $1,695,373 | 36,776 | Shares | Sole | 2022-12-02 | |
| 2022-06-30 | $1,972,222 | 37,268 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $2,398,015 | 36,995 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $2,840,609 | 36,311 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $2,503,579 | 37,339 | Shares | Sole | 2021-11-23 | |
| 2021-06-30 | $2,329,894 | 37,368 | Shares | Sole | 2021-08-24 | |
| No filing history on record for this holder in this stock. | ||||||