EP Wealth Advisors, LLC

SEC CIK: 0001540569
Latest filing: Aug 11, 2026

SEC filings (opens in a new tab)

WFC holding history

Wells Fargo & Company 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.

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

Shares (Q2 2026): 245,564
Value: $20.3M
% of portfolio: 0.1%
Quarters held: 21; Since Q1 2021

Holdings of WFC by EP Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	245,564	$20.3M	0.1%	−35,045−12.5%	Reduced	Holders
Q1 2026	280,609	$22.3M	0.1%	−8,314−2.9%	Reduced	Holders
Q4 2025	288,923	$26.9M	0.1%	–	No prior filing	Holders
Q3 2025	–	–	–	–	Not filed	Holders
Q2 2025	298,319	$23.9M	0.2%	+58,083+24.2%	Added	Holders
Q1 2025	240,236	$17.2M	0.1%	+68,186+39.6%	Added	Holders
Q4 2024	172,050	$12.1M	0.1%	−34,281−16.6%	Reduced	Holders
Q3 2024	206,331	$11.7M	0.1%	+27,049+15.1%	Added	Holders
Q2 2024	179,282	$10.6M	0.1%	+51,234+40.0%	Added	Holders
Q1 2024	128,048	$7.42M	0.1%	−10,521−7.6%	Reduced	Holders
Q4 2023	138,569	$6.82M	0.1%	−1,526−1.1%	Reduced	Holders
Q3 2023	140,095	$5.72M	0.1%	+129,261+1,193.1%	Added	Holders
Q2 2023	10,834	$4.28M	0.1%	+7,367+212.5%	Added	Holders
Q1 2023	3,467	$248.5K	<0.1%	−106,817−96.9%	Reduced	Holders
Q4 2022	110,284	$4.55M	0.1%	−9,976−8.3%	Reduced	Holders
Q3 2022	120,260	$4.84M	0.1%	+3,394+2.9%	Added	Holders
Q2 2022	116,866	$4.58M	0.1%	+2,574+2.3%	Added	Holders
Q1 2022	114,292	$5.54M	0.1%	−5,431−4.5%	Reduced	Holders
Q4 2021	119,723	$5.74M	0.1%	−385−0.3%	Reduced	Holders
Q3 2021	120,108	$5.57M	0.2%	−2,149−1.8%	Reduced	Holders
Q2 2021	122,257	$5.54M	0.2%	+25,212+26.0%	Added	Holders
Q1 2021	97,045	$3.79M	0.1%	–	–	Holders

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