Position in MET
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,856,512
+$552,577 QoQ
Shares Held
21,942
+19.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#510
of 1,434 holders
Holding Since
Sep 2020
22 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in MET Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026EP Wealth Advisors, LLC holds $10,338,507 across 11 Insurance - Life names. MET ranks #2 (18.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
23,428 | $2,746,933 | |
| 2 | MET |
Metlife Inc
This page
|
21,942 | $1,856,512 | |
| 3 | PRU |
Prudential Financial Inc
|
10,129 | $1,093,222 | |
| 4 | MFC |
Manulife Financial Corp
|
20,267 | $821,016 | |
| 5 | UNM |
Unum Group
|
8,606 | $769,376 | |
| 6 | JXN |
Jackson Financial Inc.
|
6,974 | $714,067 | |
| 7 | CNO |
CNO Financial Group, Inc.
|
12,406 | $632,457 | |
| 8 | SNFCA |
Security National Financial Corp
|
67,087 | $619,115 |
All Filings in MET
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,856,512 | 21,942 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,303,935 | 18,438 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,509,017 | 19,116 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $1,615,959 | 20,094 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,262,239 | 15,721 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,341,603 | 16,385 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,358,033 | 16,465 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $385,764 | 5,496 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $414,274 | 5,590 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $320,267 | 4,843 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $352,296 | 5,600 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $548,906 | 9,710 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $783,638 | 13,525 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $359,678 | 4,970 | Shares | Sole | 2023-06-12 | |
| 2022-06-30 | $927,345 | 14,769 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $568,635 | 8,091 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $408,372 | 6,535 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $362,231 | 5,868 | Shares | Sole | 2021-11-23 | |
| 2021-06-30 | $336,596 | 5,624 | Shares | Sole | 2021-08-24 | |
| 2021-03-31 | $277,567 | 4,566 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $204,795 | 4,362 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | $202,353 | 5,444 | Shares | Sole | 2020-11-17 | |
| No filing history on record for this holder in this stock. | ||||||