EP Wealth Advisors, LLC
- SEC CIK
- 0001540569
- Latest filing
- Aug 11, 2026
EFX holding history
Equifax 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.
EFX overviewAll 13F holders of EFXFull Q2 2026 holdings
- Shares (Q2 2026)
- 2,051
- Value
- $325.5K
- % of portfolio
- <0.1%
- Quarters held
- 5
- Since Q4 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 2,051 | $325.5K | <0.1% | −1,134−35.6% | Reduced | Holders |
| Q1 2026 | 3,185 | $573.5K | <0.1% | +141+4.6% | Added | Holders |
| Q4 2025 | 3,044 | $660.4K | <0.1% | – | No prior filing | Holders |
| Q2 2025 | 0 | $0 | 0.0% | −914−100.0% | Sold out | Holders |
| Q1 2025 | 914 | $222.5K | <0.1% | −2−0.2% | Reduced | Holders |
| Q4 2024 | 916 | $233.5K | <0.1% | +916 | New | Holders |