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EP Wealth Advisors’s Essent Group ESNT Stock Holding History

EP Wealth Advisors’s Portfolio ESNT Stock Details ESNT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$404K Sell
6,283
-587
-9% -$35.5K ﹤0.01% 1131
2026
Q1 		$401K Sell
6,870
-624
-8% -$38.1K ﹤0.01% 1004
2025
Q4 		$487K Buy
+7,494
New +$465K ﹤0.01% 893
2025
Q2 		$420K Sell
6,912
-393
-5% -$22.6K ﹤0.01% 855
2025
Q1 		$422K Buy
7,305
+3,628
+99% +$206K ﹤0.01% 765
2024
Q4 		$200K Buy
3,677
+329
+10% +$19.1K ﹤0.01% 1089
2024
Q3 		$215K Buy
+3,348
New +$205K ﹤0.01% 1008

Other funds holding ESNT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

EP Wealth Advisors reduced its Essent Group (ESNT) stake by 8.5% in Q2 2026, selling an estimated $35.5K and leaving 6,283 shares worth $404K. The position accounts for ﹤0.01% of the portfolio, ranked #1131.

EP Wealth Advisors first reported a position in ESNT in Q3 2024 and has held it in 7 quarters since. The position peaked at $487K in Q4 2025. 359 funds tracked by Wall St. Rank hold ESNT as of Q2 2026.

  • EP Wealth Advisors held 6,283 shares of Essent Group worth $404K as of Q2 2026.
  • EP Wealth Advisors sold 587 Essent Group shares in Q2 2026, an estimated $35.5K.
  • Essent Group made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1131 holding.
  • EP Wealth Advisors first reported a position in Essent Group in Q3 2024 and has held it in 7 quarters since.
  • EP Wealth Advisors's Essent Group position peaked at $487K in Q4 2025.
  • 359 funds tracked by Wall St. Rank held Essent Group as of Q2 2026.

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