EP Wealth Advisors, LLC

SEC CIK: 0001540569
Latest filing: Aug 11, 2026

SEC filings (opens in a new tab)

NWG holding history

NatWest Group plc 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.

NWG overview All 13F holders of NWG Full Q2 2026 holdings

Shares (Q2 2026): 12,441
Value: $219.3K
% of portfolio: <0.1%
Quarters held: 2; Since Q4 2025

Holdings of NWG by EP Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	12,441	$219.3K	<0.1%	+12,441	New	Holders
Q1 2026	0	$0	0.0%	−14,917−100.0%	Sold out	Holders
Q4 2025	14,917	$261.1K	<0.1%	–	No prior filing	Holders