Position in WASH
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$562,596
+$78,538 QoQ
Shares Held
16,814
+2.6% QoQ
Ownership
0.088%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WASH Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026EP Wealth Advisors, LLC holds $40,210,250 across 58 Banks - Regional names. WASH ranks #18 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
|
124,033 | $6,450,956 | |
| 2 | UBSI |
United Bankshares Inc/Wv
|
85,640 | $3,547,208 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
14,288 | $2,973,189 | |
| 4 | FCNCA |
First Citizens Bancshares Inc /De/
|
1,174 | $2,212,590 | |
| 5 | COLB |
Columbia Banking System, Inc.
|
64,488 | $1,768,905 | |
| 6 | MTB |
M&T Bank Corp
|
5,727 | $1,183,885 | |
| 7 | RF |
Regions Financial Corp
|
45,042 | $1,176,497 | |
| 8 | EWBC |
East West Bancorp Inc
|
10,452 | $1,115,855 |
All Filings in WASH
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $562,596 | 16,814 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $484,058 | 16,381 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $443,289 | 15,675 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $487,433 | 15,795 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $250,392 | 7,987 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $257,261 | 7,987 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $218,923 | 7,987 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $214,851 | 7,993 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $258,619 | 7,987 | Shares | Sole | 2024-02-28 | |
| 2023-06-30 | $8,263,297 | 308,217 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||