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Disclosery

Epoch Investment Partners, Inc.: EXP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Epoch Investment Partners, Inc. on EXP, newest first. How the timeline and the estimate are built.

Epoch Investment Partners, Inc. held 333,220 EXP shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 333,220 shares
    Change vs previous 13F -12,330 shares

    0.43% of the 13F portfolio, value $74,974,500.

    13F-HR 0001172661-26-003392 filed by Epoch Investment Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 345,550 shares
    Change vs previous 13F -41,725 shares

    0.4% of the 13F portfolio, value $65,464,447.

    13F-HR 0001172661-26-001965 filed by Epoch Investment Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 387,275 shares
    Change vs previous 13F -31,701 shares

    0.45% of the 13F portfolio, value $80,041,997.

    13F-HR 0001172661-26-000792 filed by Epoch Investment Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 418,976 shares
    Change vs previous 13F -105,847 shares

    0.54% of the 13F portfolio, value $97,638,167.

    13F-HR 0001172661-25-004773 filed by Epoch Investment Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 524,823 shares
    Change vs previous 13F -50,306 shares

    0.55% of the 13F portfolio, value $106,071,977.

    13F-HR 0001172661-25-003170 filed by Epoch Investment Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 575,129 shares
    Change vs previous 13F -16,940 shares

    0.66% of the 13F portfolio, value $127,638,380.

    13F-HR 0001172661-25-001908 filed by Epoch Investment Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 592,069 shares
    Change vs previous 13F +13,988 shares

    0.71% of the 13F portfolio, value $146,098,946.

    13F-HR 0001172661-25-000806 filed by Epoch Investment Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 578,081 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $166,285,000.

    13F-HR 0001172661-24-004644 filed by Epoch Investment Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).