EWA
DBD icon

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
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 $733B AUM 35.63% 1-Year Est. Return
MCM
Millstreet Capital Management Boston, Massachusetts $418M AUM 80.77% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BPCM
Beach Point Capital Management Santa Monica, California $254M AUM 16.78% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

EP Wealth Advisors's DBD Position: Q1 2026 in Review

EP Wealth Advisors increased its Diebold Nixdorf (DBD) stake by 6.6% in Q1 2026, buying an estimated $28.2K and bringing the position to 6,182 shares worth $466K. The position accounts for ﹤0.01% of the portfolio, ranked #922.

EP Wealth Advisors first reported a position in DBD in Q1 2025 and has held it in 4 quarters since. 201 funds tracked by Wall St. Rank hold DBD as of Q1 2026.

  • EP Wealth Advisors held 6,182 shares of Diebold Nixdorf worth $466K as of Q1 2026.
  • EP Wealth Advisors bought 383 Diebold Nixdorf shares in Q1 2026, an estimated $28.2K.
  • Diebold Nixdorf made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #922 holding.
  • EP Wealth Advisors first reported a position in Diebold Nixdorf in Q1 2025 and has held it in 4 quarters since.
  • 201 funds tracked by Wall St. Rank held Diebold Nixdorf as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.