Position in FINW
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$345,187
-$32,265 QoQ
Shares Held
23,806
+0.0% QoQ
Ownership
0.171%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#24
of 69 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FINW 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. FINW ranks #35 (0.7% of the industry book) .
| # | 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 FINW
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $345,187 | 23,806 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $377,452 | 23,799 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $192,227 | 10,715 | Shares | Sole | 2026-02-18 | |
| No filing history on record for this holder in this stock. | ||||||