EWA
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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$420K Sell
6,912
-393
-5% -$23.9K ﹤0.01% 855
2025
Q1 		$422K Buy
7,305
+3,628
+99% +$209K ﹤0.01% 765
2024
Q4 		$200K Buy
3,677
+329
+10% +$17.9K ﹤0.01% 1089
2024
Q3 		$215K Buy
+3,348
New +$215K ﹤0.01% 1008