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EP Wealth Advisors’s Diebold Nixdorf DBD Stock Holding History

EP Wealth Advisors’s Portfolio DBD Stock Details DBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-6,182
Closed -$466K – 1759
2026
Q1 		$466K Buy
6,182
+383
+7% +$28.2K ﹤0.01% 922
2025
Q4 		$394K Buy
+5,799
New +$362K ﹤0.01% 987
2025
Q2 		$335K Sell
6,046
-3
-0% -$141 ﹤0.01% 956
2025
Q1 		$264K Buy
+6,049
New +$264K ﹤0.01% 980

Other funds holding DBD

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MCM
Millstreet Capital Management Boston, Massachusetts $368M AUM 57.36% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

EP Wealth Advisors sold out of Diebold Nixdorf (DBD) in Q2 2026, closing a stake of 6,182 shares — an estimated $466K sold.

EP Wealth Advisors first reported a position in DBD in Q1 2025 and held it in 4 quarters. The position peaked at $466K in Q1 2026. 216 funds tracked by Wall St. Rank hold DBD as of Q2 2026.

  • EP Wealth Advisors reported no remaining Diebold Nixdorf position as of Q2 2026 after selling out during the quarter.
  • EP Wealth Advisors sold 6,182 Diebold Nixdorf shares in Q2 2026, an estimated $466K.
  • EP Wealth Advisors first reported a position in Diebold Nixdorf in Q1 2025 and held it in 4 quarters.
  • EP Wealth Advisors's Diebold Nixdorf position peaked at $466K in Q1 2026.
  • 216 funds tracked by Wall St. Rank held Diebold Nixdorf as of Q2 2026.

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