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B. Riley Wealth Advisors’s EPAM Systems EPAM Stock Holding History

B. Riley Wealth Advisors’s Portfolio EPAM Stock Details EPAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1,480
Closed -$202K – 957
2026
Q1 		$202K Buy
+1,480
New +$253K 0.01% 722
2022
Q4 		– Sell
-577
Closed -$210K – 1516
2022
Q3 		$210K Buy
+577
New +$221K 0.01% 1200
2022
Q1 		– Sell
-1,427
Closed -$954K – 1423
2021
Q4 		$954K Buy
1,427
+41
+3% +$26.4K 0.03% 542
2021
Q3 		$785K Sell
1,386
-2,349
-63% -$1.38M 0.03% 600
2021
Q2 		$1.91M Sell
3,735
-2,341
-39% -$1.1M 0.06% 346
2021
Q1 		$2.41M Buy
6,076
+2,222
+58% +$813K 0.09% 273
2020
Q4 		$1.38M Sell
3,854
-7,568
-66% -$2.53M 0.07% 260
2020
Q3 		$3.15M Buy
11,422
+2,584
+29% +$772K 0.17% 140
2020
Q2 		$2.23M Buy
8,838
+7,343
+491% +$1.62M 0.15% 151
2020
Q1 		$278K Sell
1,495
-3
-0.2% -$648 0.02% 567
2019
Q4 		$319K Sell
1,498
-393
-21% -$77.3K 0.03% 573
2019
Q3 		$345K Sell
1,891
-152
-7% -$28.6K 0.03% 539
2019
Q2 		$355K Buy
2,043
+208
+11% +$35.8K 0.04% 498
2019
Q1 		$311K Buy
+1,835
New +$275K 0.04% 480
2015
Q1 		– Sell
-58
Closed -$3K – 976
2014
Q4 		$3K Buy
+58
New +$2.73K ﹤0.01% 3300

Other funds holding EPAM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
AIM
Aikya Investment Management London, United Kingdom $341M AUM 28.74% 1-Year Est. Return

B. Riley Wealth Advisors's EPAM Position: Q2 2026 in Review

B. Riley Wealth Advisors sold out of EPAM Systems (EPAM) in Q2 2026, closing a stake of 1,480 shares — an estimated $202K sold.

B. Riley Wealth Advisors first reported a position in EPAM in Q4 2014 and held it in 15 quarters. The position peaked at $3.15M in Q3 2020. 440 funds tracked by Wall St. Rank hold EPAM as of Q2 2026.

  • B. Riley Wealth Advisors reported no remaining EPAM Systems position as of Q2 2026 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 1,480 EPAM Systems shares in Q2 2026, an estimated $202K.
  • B. Riley Wealth Advisors first reported a position in EPAM Systems in Q4 2014 and held it in 15 quarters.
  • B. Riley Wealth Advisors's EPAM Systems position peaked at $3.15M in Q3 2020.
  • 440 funds tracked by Wall St. Rank held EPAM Systems as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.