EP Wealth Advisors, LLC's ownership history for PEP


EP Wealth Advisors, LLC currently holds 436.5K shares with a market value of $62.6M. It started holding PEP on 2024-09-30. At its peak, it held 436.5K shares on 2025-12-31. Its highest holding value was $62.6M on 2025-12-31. At its lowest, it held 351.6K shares on 2024-12-31, with a value of $50.7M on 2025-06-30. In the recent 180 days, EP Wealth Advisors, LLC has increased its shares by 74.6K. In the recent year, EP Wealth Advisors, LLC has increased its shares by 83.7K.


EP Wealth Advisors, LLC's ownership history for PEP