Skip to content

Epoch Investment Partners, Inc.: USB position timeline

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

Epoch Investment Partners, Inc. held 1,541,824 USB 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 1,541,824 shares
    Change vs previous 13F -110,120 shares

    0.53% of the 13F portfolio, value $93,126,170.

    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 1,651,944 shares
    Change vs previous 13F -99,124 shares

    0.52% of the 13F portfolio, value $85,917,607.

    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 1,751,068 shares
    Change vs previous 13F +36,922 shares

    0.53% of the 13F portfolio, value $93,436,989.

    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 1,714,146 shares
    Change vs previous 13F -2,384 shares

    0.46% of the 13F portfolio, value $82,844,676.

    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 1,716,530 shares
    Change vs previous 13F -92,661 shares

    0.4% of the 13F portfolio, value $77,672,983.

    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 1,809,191 shares
    Change vs previous 13F +140,806 shares

    0.4% of the 13F portfolio, value $76,384,044.

    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 1,668,385 shares
    Change vs previous 13F -98,057 shares

    0.39% of the 13F portfolio, value $79,798,855.

    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 1,766,442 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $80,779,394.

    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).