Position in WAL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$979,330
+$158,817 QoQ
Shares Held
11,914
+2.9% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#207
of 492 holders
Holding Since
Mar 2020
17 quarters on record
Voting authority
Sole 87%
Shared 0%
None 13%
Common Shares in WAL 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. WAL ranks #11 (2.1% 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 WAL
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $979,330 | 11,914 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $820,513 | 11,581 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,062,140 | 12,634 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $1,747,687 | 22,412 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $632,695 | 8,235 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $398,485 | 4,770 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $359,365 | 4,155 | Shares | Sole | 2024-11-15 | |
| 2022-12-31 | $258,430 | 4,339 | Shares | Sole | 2023-06-12 | |
| 2022-06-30 | $315,582 | 4,470 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $373,932 | 4,515 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $490,561 | 4,557 | Shares | Sole | 2022-02-17 | |
| 2021-06-30 | $419,403 | 4,517 | Shares | Sole | 2021-08-24 | |
| 2021-03-31 | $427,057 | 4,522 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $269,355 | 4,493 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | $225,798 | 7,141 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $265,392 | 7,008 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $216,014 | 7,057 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||