EP Wealth Advisors, LLC's ownership history for USB
EP Wealth Advisors, LLC currently holds 127.5K shares with a market value of $6.8M. It started holding USB on 2024-09-30. At its peak, it held 133.3K shares on 2025-06-30. Its highest holding value was $6.8M on 2025-12-31. At its lowest, it held 99.1K shares on 2024-09-30, with a value of $4.4M on 2025-03-31. In the recent 180 days, EP Wealth Advisors, LLC has increased its shares by 24.1K. In the recent year, EP Wealth Advisors, LLC has increased its shares by 28.3K.
EP Wealth Advisors, LLC's ownership history for USB