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EP Wealth Advisors’s Encore Capital Group ECPG Stock Holding History

EP Wealth Advisors’s Portfolio ECPG Stock Details ECPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$786K Buy
+20,294
New +$736K 0.01% 633

Other funds holding ECPG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

EP Wealth Advisors's ECPG Position: Q2 2025 in Review

EP Wealth Advisors opened a new position in Encore Capital Group (ECPG) in Q2 2025: 20,294 shares worth $786K. The stake represents 0.01% of the portfolio and ranks #633 among its holdings.

202 funds tracked by Wall St. Rank hold ECPG as of Q2 2025.

  • EP Wealth Advisors held 20,294 shares of Encore Capital Group worth $786K as of Q2 2025.
  • Encore Capital Group was a new EP Wealth Advisors position in Q2 2025.
  • Encore Capital Group made up 0.01% of EP Wealth Advisors's portfolio in Q2 2025, its #633 holding.
  • 202 funds tracked by Wall St. Rank held Encore Capital Group as of Q2 2025.

Based on EP Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.