Position in WF
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$352,895
New position
Shares Held
6,148
first reported quarter
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#103
of 200 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 92%
Shared 0%
None 8%
Position in Banks - Regional
Financial Services · as of Jun 30, 2026EP Wealth Advisors, LLC holds $47,309,373 across 52 Banks - Regional names. WF ranks #33 (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 WF
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $352,895 | 6,148 | Shares | Sole | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||