EP Wealth Advisors’s CID HoldCo Inc DAIC Stock Holding History

EP Wealth Advisors’s Portfolio DAIC Stock Details DAIC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-809	Closed	-$3.48K	–	1904
2026 Q1	$3.48K	Buy	+809	New	+$6.39K	﹤0.01%	1496

Other funds holding DAIC

MYDA Advisors Woodmere, New York $672M AUM 71.14% 1-Year Est. Return

Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Moore Capital Management New York $6.74B AUM 45.87% 1-Year Est. Return

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

Highbridge Capital Management New York $4.11B AUM 26.03% 1-Year Est. Return

DecisionPoint Financial Mesa, Arizona $540M AUM 17.26% 1-Year Est. Return

Vanguard Capital Management

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Continuum Advisory Eagle, Idaho $1.24B AUM 30.12% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

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

EP Wealth Advisors sold out of CID HoldCo Inc (DAIC) in Q2 2026, closing a stake of 809 shares — an estimated $3.48K sold.

EP Wealth Advisors first reported a position in DAIC in Q1 2026 and held it in 1 quarter. The position peaked at $3.48K in Q1 2026. 14 funds tracked by Wall St. Rank hold DAIC as of Q2 2026.

EP Wealth Advisors reported no remaining CID HoldCo Inc position as of Q2 2026 after selling out during the quarter.
EP Wealth Advisors sold 809 CID HoldCo Inc shares in Q2 2026, an estimated $3.48K.
EP Wealth Advisors first reported a position in CID HoldCo Inc in Q1 2026 and held it in 1 quarter.
EP Wealth Advisors's CID HoldCo Inc position peaked at $3.48K in Q1 2026.
14 funds tracked by Wall St. Rank held CID HoldCo Inc as of Q2 2026.

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