EP Wealth Advisors, LLC
- SEC CIK
- 0001540569
- Latest filing
- Aug 11, 2026
CNOB holding history
ConnectOne Bancorp, Inc. 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.
CNOB overviewAll 13F holders of CNOBFull Q2 2026 holdings
- Shares (Q2 2026)
- 8,984
- Value
- $300.4K
- % of portfolio
- <0.1%
- Quarters held
- 4
- Since Q1 2025
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 8,984 | $300.4K | <0.1% | +84+0.9% | Added | Holders |
| Q1 2026 | 8,900 | $238.3K | <0.1% | −82−0.9% | Reduced | Holders |
| Q4 2025 | 8,982 | $235.5K | <0.1% | – | No prior filing | Holders |
| Q2 2025 | 0 | $0 | 0.0% | −8,782−100.0% | Sold out | Holders |
| Q1 2025 | 8,782 | $213.5K | <0.1% | +8,782 | New | Holders |