Question 1

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

Accepted Answer

EP Wealth Advisors, LLC previously held 0 shares of FUNL (CornerCap Fundametrics Large-Ca) before exiting the position in 2026-Q1.

Question 2

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

Accepted Answer

EP Wealth Advisors, LLC's FUNL position was last reported at $0 in 2026-Q1 before the exit.

Question 3

Is EP Wealth Advisors, LLC buying or selling FUNL?

Accepted Answer

In 2026-Q1, EP Wealth Advisors, LLC exited their FUNL position entirely (-100.0% change in shares).

Question 4

When did EP Wealth Advisors, LLC first buy FUNL?

Accepted Answer

Based on available 13F filings, EP Wealth Advisors, LLC first reported a position in FUNL in 2024-Q3. They have held the position across 6 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q1 Latest	Exited	0	-100.0%	$0	0.0%	$49.15	0
2025-Q4	Decreased	4.1M	-2.0%	$191.3M	1.0%	$47.01	0
2025-Q2	Decreased	4.2M	-1.7%	$181.8M	1.2%	$42.36	0
2025-Q1	Decreased	4.2M	-0.9%	$176.5M	1.4%	$40.42	0
2024-Q4	Decreased	4.3M	-0.9%	$178.6M	1.5%	$40.81	0
2024-Q3	New	4.3M	-	$182.3M	1.6%	$40.50	70

FUNL6 quarters

FUNL
6 quarters