EWA
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EP Wealth Advisors’s Trex TREX Stock Holding History

EP Wealth Advisors’s Portfolio TREX Stock Details TREX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$312K Buy
+6,235
New +$259K ﹤0.01% 1273

Other funds holding TREX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

EP Wealth Advisors opened a new position in Trex (TREX) in Q2 2026: 6,235 shares worth $312K. The stake represents ﹤0.01% of the portfolio and ranks #1273 among its holdings.

470 funds tracked by Wall St. Rank hold TREX as of Q2 2026.

  • EP Wealth Advisors held 6,235 shares of Trex worth $312K as of Q2 2026.
  • Trex was a new EP Wealth Advisors position in Q2 2026.
  • Trex made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1273 holding.
  • 470 funds tracked by Wall St. Rank held Trex as of Q2 2026.

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