EP Wealth Advisors, LLC historic quarter change: Foreign Preferred Shares, Reduced
In preferred shares (depositary receipts and foreign shares traded over the counter), over 22 quarters from 2013-06-30 to 2026-06-30, EP Wealth Advisors, LLC opened 2 positions, added to 1, reduced 1 and sold out of 0.
- Q1 2026: Stock CIG; Country of operation —; Class SP ADR N-V PFD; Shares before 16,490.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1540569), 22 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-12); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-14); Q4 2025 (2025-06-30 to 2025-12-31, filed 2026-02-18); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-14); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-15); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-14); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-15); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-19); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-14); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-15); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-15); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-05-16); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-16); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-17); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-08-14); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-05-15); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-02-17); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-11-12); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-07-25); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-05-15); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-02-14); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-11-14). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2011-12-31. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| GLENMEDE TRUST CO NA | United States | $20.389B | 2,801 |
| Swiss Life Asset Management Ltd | Switzerland | $20.423B | 1,968 |
| &PARTNERS | United States | $20.232B | 2,395 |
| Mubadala Investment Co PJSC | United Arab Emirates | $20.492B | 72 |
| Alecta Tjanstepension Omsesidigt | Sweden | $20.518B | 78 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | United States | $20.123B | 2,776 |
| Elliott Investment Management L.P. | United States | $20.115B | 33 |
| Resona Asset Management Co.,Ltd. | Japan | $20.073B | 791 |
| CI INVESTMENTS INC. | Canada | $20.646B | 646 |
| COMMERCE BANK | United States | $20.654B | 2,449 |