EP Wealth Advisors’s RingCentral RNG Stock Holding History

EP Wealth Advisors’s Portfolio RNG Stock Details RNG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$421K	Buy	10,806 +815	+8%	+$32.9K	﹤0.01%	1109
2026 Q1	$372K	Buy	+9,991	New	+$322K	﹤0.01%	1050
2022 Q1	–	Sell	-1,531	Closed	-$287K	–	661
2021 Q4	$287K	Buy	+1,531	New	+$340K	0.01%	468

Other funds holding RNG

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

QCM

Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

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

EP Wealth Advisors increased its RingCentral (RNG) stake by 8.2% in Q2 2026, buying an estimated $32.9K and bringing the position to 10,806 shares worth $421K. The position accounts for ﹤0.01% of the portfolio, ranked #1109.

EP Wealth Advisors first reported a position in RNG in Q4 2021 and has held it in 3 quarters since. 380 funds tracked by Wall St. Rank hold RNG as of Q2 2026.

EP Wealth Advisors held 10,806 shares of RingCentral worth $421K as of Q2 2026.
EP Wealth Advisors bought 815 RingCentral shares in Q2 2026, an estimated $32.9K.
RingCentral made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1109 holding.
EP Wealth Advisors first reported a position in RingCentral in Q4 2021 and has held it in 3 quarters since.
380 funds tracked by Wall St. Rank held RingCentral as of Q2 2026.

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