EWA
MRC

EP Wealth Advisors’s MRC Global MRC Stock Holding History

EP Wealth Advisors’s Portfolio MRC Stock Details MRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$247K Buy
17,996
+111
+0.6% +$1.34K ﹤0.01% 1131
2025
Q1 		$205K Buy
17,885
+2,203
+14% +$28.4K ﹤0.01% 1119
2024
Q4 		$200K Buy
15,682
+2,567
+20% +$33.6K ﹤0.01% 1087
2024
Q3 		$167K Buy
+13,115
New +$170K ﹤0.01% 1083

Other funds holding MRC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EP Wealth Advisors's MRC Position: Q2 2025 in Review

EP Wealth Advisors increased its MRC Global (MRC) stake by 0.62% in Q2 2025, buying an estimated $1.34K and bringing the position to 17,996 shares worth $247K. The position accounts for ﹤0.01% of the portfolio, ranked #1131.

EP Wealth Advisors first reported a position in MRC in Q3 2024 and has held it in 4 quarters since. 204 funds tracked by Wall St. Rank hold MRC as of Q2 2025.

  • EP Wealth Advisors held 17,996 shares of MRC Global worth $247K as of Q2 2025.
  • EP Wealth Advisors bought 111 MRC Global shares in Q2 2025, an estimated $1.34K.
  • MRC Global made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2025, its #1131 holding.
  • EP Wealth Advisors first reported a position in MRC Global in Q3 2024 and has held it in 4 quarters since.
  • 204 funds tracked by Wall St. Rank held MRC Global as of Q2 2025.

Based on EP Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.