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 Q2	$1.45M	Buy	26,233 +14,273	+119%	+$635K	0.01%	658
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

EP Wealth Advisors increased its Life360 (LIF) stake by 119% in Q2 2026, buying an estimated $635K and bringing the position to 26,233 shares worth $1.45M. The position accounts for 0.01% of the portfolio, ranked #658.

EP Wealth Advisors first reported a position in LIF in Q4 2025 and has held it in 3 quarters since. 203 funds tracked by Wall St. Rank hold LIF as of Q2 2026.

EP Wealth Advisors held 26,233 shares of Life360 worth $1.45M as of Q2 2026.
EP Wealth Advisors bought 14,273 Life360 shares in Q2 2026, an estimated $635K.
Life360 made up 0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #658 holding.
EP Wealth Advisors first reported a position in Life360 in Q4 2025 and has held it in 3 quarters since.
203 funds tracked by Wall St. Rank held Life360 as of Q2 2026.

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