EP Wealth Advisors’s Reliance Steel & Aluminium RS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$269K	Buy	+719	New	+$263K	﹤0.01%	1353
2026 Q1	–	Sell	-831	Closed	-$240K	–	1580
2025 Q4	$240K	Buy	+831	New	+$233K	﹤0.01%	1266
2025 Q2	$256K	Buy	816 +34	+4%	+$10K	﹤0.01%	1107
2025 Q1	$226K	Buy	782 +4	+0.5%	+$1.14K	﹤0.01%	1073
2024 Q4	$209K	Sell	778 -383	-33%	-$114K	﹤0.01%	1053
2024 Q3	$336K	Buy	+1,161	New	+$332K	﹤0.01%	815

Other funds holding RS

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

YAM

Yacktman Asset Management Austin, Texas $8.09B AUM 19.03% 1-Year Est. Return

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

EP Wealth Advisors opened a new position in Reliance Steel & Aluminium (RS) in Q2 2026: 719 shares worth $269K. The stake represents ﹤0.01% of the portfolio and ranks #1353 among its holdings. This is a return to the name: EP Wealth Advisors previously reported a position in RS as recently as Q4 2025.

EP Wealth Advisors first reported a position in RS in Q3 2024 and has held it in 6 quarters since. The position peaked at $336K in Q3 2024. 686 funds tracked by Wall St. Rank hold RS as of Q2 2026.

EP Wealth Advisors held 719 shares of Reliance Steel & Aluminium worth $269K as of Q2 2026.
Reliance Steel & Aluminium was a new EP Wealth Advisors position in Q2 2026.
Reliance Steel & Aluminium made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1353 holding.
EP Wealth Advisors first reported a position in Reliance Steel & Aluminium in Q3 2024 and has held it in 6 quarters since.
EP Wealth Advisors's Reliance Steel & Aluminium position peaked at $336K in Q3 2024.
686 funds tracked by Wall St. Rank held Reliance Steel & Aluminium as of Q2 2026.

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