EP Wealth Advisors, LLC's ownership history for XLF

EP Wealth Advisors, LLC currently holds 378.4K shares with a market value of $20.7M. It started holding XLF on 2024-09-30. At its peak, it held 460.2K shares on 2025-06-30. Its highest holding value was $24.1M on 2025-06-30. At its lowest, it held 251.6K shares on 2024-09-30, with a value of $11.4M on 2024-09-30. In the recent 180 days, EP Wealth Advisors, LLC has increased its shares by 109.6K. In the recent year, EP Wealth Advisors, LLC has increased its shares by 126.8K.