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Livermore
Livermore
ZHEN

EP Wealth Advisors, LLC

SEC CIK
0001540569
Latest filing
Aug 11, 2026

ZION holding history

Zions Bancorporation, National Association 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.

ZION overviewAll 13F holders of ZIONFull Q2 2026 holdings

Shares (Q2 2026)
14,596
Value
$1.01M
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of ZION by EP Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202614,596$1.01M<0.1%+1,634+12.6%AddedHolders
Q1 202612,962$746.9K<0.1%−893−6.4%ReducedHolders
Q4 202513,855$811.1K<0.1%–No prior filingHolders
Q3 2025––––Not filedHolders
Q2 202511,040$573.4K<0.1%−1,671−13.1%ReducedHolders
Q1 202512,711$633.8K<0.1%−27−0.2%ReducedHolders
Q4 202412,738$691.1K<0.1%−3,957−23.7%ReducedHolders
Q3 202416,695$788.3K<0.1%+8,106+94.4%AddedHolders
Q2 20248,589$372.5K<0.1%−896−9.4%ReducedHolders
Q1 20249,485$411.6K<0.1%+654+7.4%AddedHolders
Q4 20238,831$387.4K<0.1%−2,879−24.6%ReducedHolders
Q3 202311,710$408.6K<0.1%+6,160+111.0%AddedHolders
Q2 20235,550$315.6K<0.1%−5,533,803−99.9%ReducedHolders
Q1 20235,539,353$59.7M1.2%+5,526,734+43,796.9%AddedHolders
Q4 202212,619$620.4K<0.1%−528−4.0%ReducedHolders
Q3 202213,147$669.0K<0.1%+169+1.3%AddedHolders
Q2 202212,978$661.0K<0.1%−805−5.8%ReducedHolders
Q1 202213,783$904.0K<0.1%−3,095−18.3%ReducedHolders
Q4 202116,878$1.07M<0.1%−79−0.5%ReducedHolders
Q3 202116,957$1.05M<0.1%−219−1.3%ReducedHolders
Q2 202117,176$908.0K<0.1%+23+0.1%AddedHolders
Q1 202117,153$943.0K<0.1%––Holders

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