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EP Wealth Advisors, LLC

Position in HGV — Hilton Grand Vacations Inc.

CIK 1540569 TORRANCE, CA

Position in HGV

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$274,994
New position
Shares Held
5,251
first reported quarter
Ownership
0.007%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#190
of 300 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority Sole 99% Shared 0% None 1%

Position in Resorts & Casinos

Consumer Cyclical · as of Jun 30, 2026

EP Wealth Advisors, LLC holds $1,982,513 across 4 Resorts & Casinos names. HGV ranks #3 (13.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 HGV
Hilton Grand Vacations Inc.
This page
5,251 $274,994

All Filings in HGV

Export CSV
1 filing row on record
Report Date Value (USD) Shares
2026-06-30 $274,994 5,251