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Livermore
Livermore
ZHEN

EP Wealth Advisors, LLC

SEC CIK
0001540569
Latest filing
Aug 11, 2026

ALL holding history

Allstate Corp in every 13F filed by EP Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ALL overviewAll 13F holders of ALLFull Q2 2026 holdings

Shares (Q2 2026)
195,664
Value
$46.6M
% of portfolio
0.2%
Quarters held
21
Since Q1 2021
Holdings of ALL by EP Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026195,664$46.6M0.2%−8,080−4.0%ReducedHolders
Q1 2026203,744$42.2M0.2%−107,620−34.6%ReducedHolders
Q4 2025311,364$64.8M0.3%–No prior filingHolders
Q3 2025––––Not filedHolders
Q2 2025308,540$62.1M0.4%−1,487−0.5%ReducedHolders
Q1 2025310,027$64.2M0.5%−6,686−2.1%ReducedHolders
Q4 2024316,713$61.1M0.5%−7,264−2.2%ReducedHolders
Q3 2024323,977$61.4M0.5%+6,989+2.2%AddedHolders
Q2 2024316,988$50.6M0.5%+7,481+2.4%AddedHolders
Q1 2024309,507$53.5M0.6%+623+0.2%AddedHolders
Q4 2023308,884$43.2M0.6%−236−0.1%ReducedHolders
Q3 2023309,120$34.4M0.5%+33,585+12.2%AddedHolders
Q2 2023275,535$32.3M0.5%00.0%UnchangedHolders
Q1 2023275,535$30.5M0.6%+7,996+3.0%AddedHolders
Q4 2022267,539$36.3M0.7%+236+0.1%AddedHolders
Q3 2022267,303$33.3M0.8%+2,668+1.0%AddedHolders
Q2 2022264,635$00.0%+10,138+4.0%AddedHolders
Q1 2022254,497$35.3M0.8%+12,405+5.1%AddedHolders
Q4 2021242,092$28.5M0.7%+9,133+3.9%AddedHolders
Q3 2021232,959$29.7M0.8%+10,579+4.8%AddedHolders
Q2 2021222,380$29.0M0.8%+9,066+4.3%AddedHolders
Q1 2021213,314$24.5M0.8%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.