Valued Wealth Advisors
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Valued Wealth Advisors’s Encore Capital Group ECPG Stock Holding History

Valued Wealth Advisors’s Portfolio ECPG Stock Details ECPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.61K Buy
17
+4
+31% +$384 ﹤0.01% 686
2026
Q2 		$1.21K Buy
+13
New +$1.06K ﹤0.01% 754

Other funds holding ECPG

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Valued Wealth Advisors's ECPG Position: Q3 2026 in Review

Valued Wealth Advisors increased its Encore Capital Group (ECPG) stake by 31% in Q3 2026, buying an estimated $384 and bringing the position to 17 shares worth $1.61K. The position accounts for ﹤0.01% of the portfolio, ranked #686.

Valued Wealth Advisors first reported a position in ECPG in Q2 2026 and has held it in 2 quarters since. 218 funds tracked by Wall St. Rank hold ECPG as of Q3 2026.

  • Valued Wealth Advisors held 17 shares of Encore Capital Group worth $1.61K as of Q3 2026.
  • Valued Wealth Advisors bought 4 Encore Capital Group shares in Q3 2026, an estimated $384.
  • Encore Capital Group made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q3 2026, its #686 holding.
  • Valued Wealth Advisors first reported a position in Encore Capital Group in Q2 2026 and has held it in 2 quarters since.
  • 218 funds tracked by Wall St. Rank held Encore Capital Group as of Q3 2026.

Based on Valued Wealth Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.