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EP Wealth Advisors’s NMI Holdings NMIH Stock Holding History

EP Wealth Advisors’s Portfolio NMIH Stock Details NMIH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-13,902
Closed -$521K – 1832
2026
Q1 		$521K Buy
13,902
+3,667
+36% +$142K ﹤0.01% 879
2025
Q4 		$417K Buy
+10,235
New +$387K ﹤0.01% 963
2025
Q2 		$415K Buy
9,836
+408
+4% +$15.3K ﹤0.01% 858
2025
Q1 		$340K Buy
+9,428
New +$343K ﹤0.01% 855

Other funds holding NMIH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

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

EP Wealth Advisors sold out of NMI Holdings (NMIH) in Q2 2026, closing a stake of 13,902 shares — an estimated $521K sold.

EP Wealth Advisors first reported a position in NMIH in Q1 2025 and held it in 4 quarters. The position peaked at $521K in Q1 2026. 358 funds tracked by Wall St. Rank hold NMIH as of Q2 2026.

  • EP Wealth Advisors reported no remaining NMI Holdings position as of Q2 2026 after selling out during the quarter.
  • EP Wealth Advisors sold 13,902 NMI Holdings shares in Q2 2026, an estimated $521K.
  • EP Wealth Advisors first reported a position in NMI Holdings in Q1 2025 and held it in 4 quarters.
  • EP Wealth Advisors's NMI Holdings position peaked at $521K in Q1 2026.
  • 358 funds tracked by Wall St. Rank held NMI Holdings as of Q2 2026.

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