EP Wealth Advisors’s Euronet Worldwide EEFT Stock Holding History

EP Wealth Advisors’s Portfolio EEFT Stock Details EEFT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-3,344	Closed	-$222K	–	1766
2026 Q1	$222K	Sell	3,344 -1,497	-31%	-$107K	﹤0.01%	1349
2025 Q4	$368K	Buy	+4,841	New	+$377K	﹤0.01%	1021
2025 Q2	$391K	Sell	3,852 -290	-7%	-$30K	﹤0.01%	892
2025 Q1	$443K	Buy	4,142 +1,610	+64%	+$163K	﹤0.01%	750
2024 Q4	$260K	Buy	2,532 +393	+18%	+$40K	﹤0.01%	934
2024 Q3	$212K	Buy	+2,139	New	+$216K	﹤0.01%	1021

Other funds holding EEFT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

TCAM

Turtle Creek Asset Management Toronto, Ontario, Canada $2.56B AUM 1.05% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Jupiter Topco New York $245B AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

EP Wealth Advisors sold out of Euronet Worldwide (EEFT) in Q2 2026, closing a stake of 3,344 shares — an estimated $222K sold.

EP Wealth Advisors first reported a position in EEFT in Q3 2024 and held it in 6 quarters. The position peaked at $443K in Q1 2025. 363 funds tracked by Wall St. Rank hold EEFT as of Q2 2026.

EP Wealth Advisors reported no remaining Euronet Worldwide position as of Q2 2026 after selling out during the quarter.
EP Wealth Advisors sold 3,344 Euronet Worldwide shares in Q2 2026, an estimated $222K.
EP Wealth Advisors first reported a position in Euronet Worldwide in Q3 2024 and held it in 6 quarters.
EP Wealth Advisors's Euronet Worldwide position peaked at $443K in Q1 2025.
363 funds tracked by Wall St. Rank held Euronet Worldwide as of Q2 2026.

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