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EP Wealth Advisors’s FTAI Aviation FTAI Stock Holding History

EP Wealth Advisors’s Portfolio FTAI Stock Details FTAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$466K Buy
1,722
+57
+3% +$14.3K ﹤0.01% 1059
2026
Q1 		$408K Buy
+1,665
New +$441K ﹤0.01% 998

Other funds holding FTAI

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

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

EP Wealth Advisors increased its FTAI Aviation (FTAI) stake by 3.4% in Q2 2026, buying an estimated $14.3K and bringing the position to 1,722 shares worth $466K. The position accounts for ﹤0.01% of the portfolio, ranked #1059.

EP Wealth Advisors first reported a position in FTAI in Q1 2026 and has held it in 2 quarters since. 684 funds tracked by Wall St. Rank hold FTAI as of Q2 2026.

  • EP Wealth Advisors held 1,722 shares of FTAI Aviation worth $466K as of Q2 2026.
  • EP Wealth Advisors bought 57 FTAI Aviation shares in Q2 2026, an estimated $14.3K.
  • FTAI Aviation made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1059 holding.
  • EP Wealth Advisors first reported a position in FTAI Aviation in Q1 2026 and has held it in 2 quarters since.
  • 684 funds tracked by Wall St. Rank held FTAI Aviation as of Q2 2026.

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