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EP Wealth Advisors’s BlackRock Large Cap Value ETF BLCV Stock Holding History

EP Wealth Advisors’s Portfolio BLCV Stock Details BLCV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$208M Sell
5,033,084
-141,476
-3% -$5.55M 0.79% 25
2026
Q1 		$187M Buy
+5,174,560
New +$196M 0.92% 24

Other funds holding BLCV

EL
EQ LLC Bellevue, Washington $407M AUM 27.16% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
SA
Skyline Advisors Bellingham, Washington $319M AUM 13.25% 1-Year Est. Return
SPAS
Spectrum Planning & Advisory Services San Diego, California $223M AUM 17.29% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MP
McDonald Partners Cleveland, Ohio $412M AUM 34.27% 1-Year Est. Return
QCM
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

EP Wealth Advisors's BLCV Position: Q2 2026 in Review

EP Wealth Advisors reduced its BlackRock Large Cap Value ETF (BLCV) stake by 2.7% in Q2 2026, selling an estimated $5.55M and leaving 5,033,084 shares worth $208M. The position accounts for 0.79% of the portfolio, ranked #25.

EP Wealth Advisors first reported a position in BLCV in Q1 2026 and has held it in 2 quarters since. 34 funds tracked by Wall St. Rank hold BLCV as of Q2 2026.

  • EP Wealth Advisors held 5,033,084 shares of BlackRock Large Cap Value ETF worth $208M as of Q2 2026.
  • EP Wealth Advisors sold 141,476 BlackRock Large Cap Value ETF shares in Q2 2026, an estimated $5.55M.
  • BlackRock Large Cap Value ETF made up 0.79% of EP Wealth Advisors's portfolio in Q2 2026, its #25 holding.
  • EP Wealth Advisors first reported a position in BlackRock Large Cap Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 34 funds tracked by Wall St. Rank held BlackRock Large Cap Value ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.