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EP Wealth Advisors’s American Century Focused Large Cap Value ETF FLV Stock Holding History

EP Wealth Advisors’s Portfolio FLV Stock Details FLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$577K Buy
+7,100
New +$566K ﹤0.01% 964
2026
Q1 		– Sell
-7,100
Closed -$538K – 1532
2025
Q4 		$538K Buy
+7,100
New +$529K ﹤0.01% 849
2024
Q4 		– Sell
-9,950
Closed -$696K – 1270
2024
Q3 		$696K Buy
+9,950
New +$666K 0.01% 591

Other funds holding FLV

American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
KIA
Koenig Investment Advisory Ashland, Oregon $129M AUM
MF
Midwestern Financial Iowa City, Iowa $143M AUM 16.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
NA
Networth Advisors Canonsburg, Pennsylvania $172M AUM
BFC
Bedel Financial Consulting Indianapolis, Indiana $1.06B AUM 38.33% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

EP Wealth Advisors opened a new position in American Century Focused Large Cap Value ETF (FLV) in Q2 2026: 7,100 shares worth $577K. The stake represents ﹤0.01% of the portfolio and ranks #964 among its holdings. This is a return to the name: EP Wealth Advisors previously reported a position in FLV as recently as Q4 2025.

EP Wealth Advisors first reported a position in FLV in Q3 2024 and has held it in 3 quarters since. The position peaked at $696K in Q3 2024. 48 funds tracked by Wall St. Rank hold FLV as of Q2 2026.

  • EP Wealth Advisors held 7,100 shares of American Century Focused Large Cap Value ETF worth $577K as of Q2 2026.
  • American Century Focused Large Cap Value ETF was a new EP Wealth Advisors position in Q2 2026.
  • American Century Focused Large Cap Value ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #964 holding.
  • EP Wealth Advisors first reported a position in American Century Focused Large Cap Value ETF in Q3 2024 and has held it in 3 quarters since.
  • EP Wealth Advisors's American Century Focused Large Cap Value ETF position peaked at $696K in Q3 2024.
  • 48 funds tracked by Wall St. Rank held American Century Focused Large Cap Value ETF as of Q2 2026.

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