Question 1

How many shares of BARCLAYS BANK PLC does EP Wealth Advisors, LLC own?

Accepted Answer

As of 2026-Q2, EP Wealth Advisors, LLC holds 17,179 shares of BARCLAYS BANK PLC (BARCLAYS BANK PLC).

Question 2

What is EP Wealth Advisors, LLC's BARCLAYS BANK PLC position worth?

Accepted Answer

As of 2026-Q2, EP Wealth Advisors, LLC's BARCLAYS BANK PLC position is worth $750,894.

Question 3

Is EP Wealth Advisors, LLC buying or selling BARCLAYS BANK PLC?

Accepted Answer

In 2026-Q2, EP Wealth Advisors, LLC decreased their BARCLAYS BANK PLC position (-2.9% change in shares).

Question 4

When did EP Wealth Advisors, LLC first buy BARCLAYS BANK PLC?

Accepted Answer

Based on available 13F filings, EP Wealth Advisors, LLC first reported a position in BARCLAYS BANK PLC in 2024-Q3. They have held the position across 30 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	17,179	-2.9%	$750,894	0.0%	—	0
2026-Q1	Decreased	17,694	-3.3%	$851,789	0.0%	$43.64	0
2025-Q4	Decreased	18,304	-30.0%	$688,413	0.0%	$38.31	0
2025-Q2	Increased	26,164	+168.1%	$889,053	0.0%	$34.24	40
2025-Q1	Decreased	9,759	-4.0%	$344,590	0.0%	$35.01	0
2024-Q4	Decreased	10,170	-15.3%	$326,355	0.0%	$32.05	0
2024-Q3	Decreased	12,005	-7.2%	$387,041	0.0%	$32.33	0