Skip to main content
Livermore
Livermore
ZHEN

EP Wealth Advisors, LLC

SEC CIK
0001540569
Latest filing
Aug 11, 2026

PRU holding history

Prudential Financial 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.

PRU overviewAll 13F holders of PRUFull Q2 2026 holdings

Shares (Q2 2026)
10,129
Value
$1.09M
% of portfolio
<0.1%
Quarters held
20
Since Q1 2021
Holdings of PRU by EP Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202610,129$1.09M<0.1%+1,303+14.8%AddedHolders
Q1 20268,826$862.2K<0.1%−1,395−13.6%ReducedHolders
Q4 202510,221$1.15M<0.1%–No prior filingHolders
Q3 2025––––Not filedHolders
Q2 202512,206$1.31M<0.1%+1,118+10.1%AddedHolders
Q1 202511,088$1.24M<0.1%+3,446+45.1%AddedHolders
Q4 20247,642$905.8K<0.1%+855+12.6%AddedHolders
Q3 20246,787$821.9K<0.1%+448+7.1%AddedHolders
Q2 20246,339$742.9K<0.1%+963+17.9%AddedHolders
Q1 20245,376$631.1K<0.1%+54+1.0%AddedHolders
Q4 20235,322$551.9K<0.1%−689−11.5%ReducedHolders
Q3 20236,011$570.4K<0.1%+4,967+475.8%AddedHolders
Q2 20231,044$546.9K<0.1%−2,206−67.9%ReducedHolders
Q1 20233,250$559.8K<0.1%−4,770−59.5%ReducedHolders
Q4 20228,020$797.7K<0.1%+8,020NewHolders
Q3 20220$00.0%−5,807−100.0%Sold outHolders
Q2 20225,807$556.0K<0.1%+1,427+32.6%AddedHolders
Q1 20224,380$518.0K<0.1%−164−3.6%ReducedHolders
Q4 20214,544$492.0K<0.1%+349+8.3%AddedHolders
Q3 20214,195$441.0K<0.1%+525+14.3%AddedHolders
Q2 20213,670$376.0K<0.1%+232+6.7%AddedHolders
Q1 20213,438$313.0K<0.1%––Holders

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