Question 1

How many shares of BLK does EP Wealth Advisors, LLC own?

Accepted Answer

As of 2026-Q2, EP Wealth Advisors, LLC holds 77,619 shares of BLK (BLACKROCK INC).

Question 2

What is EP Wealth Advisors, LLC's BLK position worth?

Accepted Answer

As of 2026-Q2, EP Wealth Advisors, LLC's BLK position is worth $74.6M.

Question 3

Is EP Wealth Advisors, LLC buying or selling BLK?

Accepted Answer

In 2026-Q2, EP Wealth Advisors, LLC increased their BLK position (+19.6% change in shares).

Question 4

When did EP Wealth Advisors, LLC first buy BLK?

Accepted Answer

Based on available 13F filings, EP Wealth Advisors, LLC first reported a position in BLK in 2024-Q4. They have held the position across 6 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	77,619	+19.6%	$74.6M	0.3%	$961.56	42
2026-Q1	Increased	64,906	+1.1%	$62.4M	0.3%	$1,052.59	36
2025-Q4	Increased	64,217	+2.8%	$68.7M	0.4%	$1,083.31	36
2025-Q2	Increased	62,463	+2.3%	$65.5M	0.4%	$1,037.84	36
2025-Q1	Increased	61,079	+0.5%	$57.8M	0.5%	$932.75	35
2024-Q4	New	60,780	-	$62.3M	0.5%	$1,006.79	58

BLK6 quarters

BLK
6 quarters