EWA
LIF

EP Wealth Advisors’s Life360 LIF Stock Holding History

EP Wealth Advisors’s Portfolio LIF Stock Details LIF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$488K Sell
11,960
-2,385
-17% -$123K ﹤0.01% 905
2025
Q4 		$920K Buy
+14,345
New +$1.19M ﹤0.01% 646

Other funds holding LIF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

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

EP Wealth Advisors reduced its Life360 (LIF) stake by 17% in Q1 2026, selling an estimated $123K and leaving 11,960 shares worth $488K. The position accounts for ﹤0.01% of the portfolio, ranked #905.

EP Wealth Advisors first reported a position in LIF in Q4 2025 and has held it in 2 quarters since. The position peaked at $920K in Q4 2025. 193 funds tracked by Wall St. Rank hold LIF as of Q1 2026.

  • EP Wealth Advisors held 11,960 shares of Life360 worth $488K as of Q1 2026.
  • EP Wealth Advisors sold 2,385 Life360 shares in Q1 2026, an estimated $123K.
  • Life360 made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #905 holding.
  • EP Wealth Advisors first reported a position in Life360 in Q4 2025 and has held it in 2 quarters since.
  • EP Wealth Advisors's Life360 position peaked at $920K in Q4 2025.
  • 193 funds tracked by Wall St. Rank held Life360 as of Q1 2026.

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