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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
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 $194B AUM 35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
KIA
Koenig Investment Advisory Ashland, Oregon $129M AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CAM
CPA Asset Management West Palm Beach, Florida $347M AUM 19.81% 1-Year Est. Return
MF
Midwestern Financial Iowa City, Iowa $127M AUM 13.96% 1-Year Est. Return
NA
Networth Advisors Canonsburg, Pennsylvania $172M AUM
BFC
Bedel Financial Consulting Indianapolis, Indiana $888M AUM 19.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

EP Wealth Advisors's FLV Position: Q1 2026 in Review

EP Wealth Advisors sold out of American Century Focused Large Cap Value ETF (FLV) in Q1 2026, closing a stake of 7,100 shares — an estimated $538K sold.

EP Wealth Advisors first reported a position in FLV in Q3 2024 and held it in 2 quarters. The position peaked at $696K in Q3 2024. 45 funds tracked by Wall St. Rank hold FLV as of Q1 2026.

  • EP Wealth Advisors reported no remaining American Century Focused Large Cap Value ETF position as of Q1 2026 after selling out during the quarter.
  • EP Wealth Advisors sold 7,100 American Century Focused Large Cap Value ETF shares in Q1 2026, an estimated $538K.
  • EP Wealth Advisors first reported a position in American Century Focused Large Cap Value ETF in Q3 2024 and held it in 2 quarters.
  • EP Wealth Advisors's American Century Focused Large Cap Value ETF position peaked at $696K in Q3 2024.
  • 45 funds tracked by Wall St. Rank held American Century Focused Large Cap Value ETF as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.