Question 1

Does EP Wealth Advisors own BARCLAYS BANK stock?

Accepted Answer

Yes. As of its Q2 2026 13F, EP Wealth Advisors holds 17,179 shares of BARCLAYS BANK, worth $750,894.

Question 2

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

Accepted Answer

As of its Q2 2026 13F, EP Wealth Advisors holds 17,179 shares of BARCLAYS BANK.

Question 3

What is EP Wealth Advisors' BARCLAYS BANK position worth?

Accepted Answer

As of its Q2 2026 13F, EP Wealth Advisors' BARCLAYS BANK position is worth $750,894.

Question 4

Is EP Wealth Advisors buying or selling BARCLAYS BANK?

Accepted Answer

In Q2 2026, EP Wealth Advisors reduced its BARCLAYS BANK position by 515 shares (-2.9%).

Question 5

When did EP Wealth Advisors first buy BARCLAYS BANK?

Accepted Answer

EP Wealth Advisors already held BARCLAYS BANK in its Q4 2018 13F, the earliest on record, and has listed it in 30 quarterly 13F filings.

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%	—	0
2025-Q4	Decreased	18,304	-30.0%	$688,413	0.0%	—	0
2025-Q2	Increased	26,164	+168.1%	$889,053	0.0%	—	40
2025-Q1	Decreased	9,759	-4.0%	$344,590	0.0%	—	0
2024-Q4	Decreased	10,170	-15.3%	$326,355	0.0%	—	0
2024-Q3	Decreased	12,005	-7.2%	$387,041	0.0%	—	0

BARCLAYS BANK PLC