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Livermore
Livermore
ZHEN

EP Wealth Advisors, LLC

SEC CIK
0001540569
Latest filing
Aug 11, 2026

MET holding history

Metlife 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.

MET overviewAll 13F holders of METFull Q2 2026 holdings

Shares (Q2 2026)
21,942
Value
$1.86M
% of portfolio
<0.1%
Quarters held
20
Since Q1 2021
Holdings of MET by EP Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202621,942$1.86M<0.1%+3,504+19.0%AddedHolders
Q1 202618,438$1.30M<0.1%−678−3.5%ReducedHolders
Q4 202519,116$1.51M<0.1%–No prior filingHolders
Q3 2025––––Not filedHolders
Q2 202520,094$1.62M<0.1%+4,373+27.8%AddedHolders
Q1 202515,721$1.26M<0.1%−664−4.1%ReducedHolders
Q4 202416,385$1.34M<0.1%−80−0.5%ReducedHolders
Q3 202416,465$1.36M<0.1%+10,969+199.6%AddedHolders
Q2 20245,496$385.8K<0.1%−94−1.7%ReducedHolders
Q1 20245,590$414.3K<0.1%+747+15.4%AddedHolders
Q4 20234,843$320.3K<0.1%−757−13.5%ReducedHolders
Q3 20235,600$352.3K<0.1%−4,110−42.3%ReducedHolders
Q2 20239,710$274.7K<0.1%−3,815−28.2%ReducedHolders
Q1 202313,525$893.7K<0.1%+8,555+172.1%AddedHolders
Q4 20224,970$359.7K<0.1%+4,970NewHolders
Q3 20220$00.0%−14,769−100.0%Sold outHolders
Q2 202214,769$927.0K<0.1%+6,678+82.5%AddedHolders
Q1 20228,091$569.0K<0.1%+1,556+23.8%AddedHolders
Q4 20216,535$408.0K<0.1%+667+11.4%AddedHolders
Q3 20215,868$362.0K<0.1%+244+4.3%AddedHolders
Q2 20215,624$337.0K<0.1%+1,058+23.2%AddedHolders
Q1 20214,566$278.0K<0.1%––Holders

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