EWA
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EP Wealth Advisors’s CF Industries CF Stock Holding History

EP Wealth Advisors’s Portfolio CF Stock Details CF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$972K Sell
8,976
-83
-0.9% -$9.78K ﹤0.01% 759
2026
Q1 		$1.18M Buy
9,059
+1,058
+13% +$108K 0.01% 601
2025
Q4 		$619K Buy
+8,001
New +$658K ﹤0.01% 779
2025
Q2 		$730K Buy
7,939
+99
+1% +$8.43K ﹤0.01% 649
2025
Q1 		$613K Buy
7,840
+1,495
+24% +$125K ﹤0.01% 633
2024
Q4 		$541K Buy
6,345
+1,731
+38% +$150K ﹤0.01% 669
2024
Q3 		$396K Buy
+4,614
New +$357K ﹤0.01% 762
2023
Q4 		– Sell
-2,677
Closed -$230K – 819
2023
Q3 		$230K Buy
+2,677
New +$212K ﹤0.01% 626

Other funds holding CF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

EP Wealth Advisors reduced its CF Industries (CF) stake by 0.92% in Q2 2026, selling an estimated $9.78K and leaving 8,976 shares worth $972K. The position accounts for ﹤0.01% of the portfolio, ranked #759.

EP Wealth Advisors first reported a position in CF in Q3 2023 and has held it in 8 quarters since. The position peaked at $1.18M in Q1 2026. 956 funds tracked by Wall St. Rank hold CF as of Q2 2026.

  • EP Wealth Advisors held 8,976 shares of CF Industries worth $972K as of Q2 2026.
  • EP Wealth Advisors sold 83 CF Industries shares in Q2 2026, an estimated $9.78K.
  • CF Industries made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #759 holding.
  • EP Wealth Advisors first reported a position in CF Industries in Q3 2023 and has held it in 8 quarters since.
  • EP Wealth Advisors's CF Industries position peaked at $1.18M in Q1 2026.
  • 956 funds tracked by Wall St. Rank held CF Industries as of Q2 2026.

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