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EP Wealth Advisors’s Dime Commercial Bancshares DCOM Stock Holding History

EP Wealth Advisors’s Portfolio DCOM Stock Details DCOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-8,228
Closed -$278K – 1760
2026
Q1 		$278K Buy
8,228
+981
+14% +$32.2K ﹤0.01% 1213
2025
Q4 		$218K Buy
+7,247
New +$209K ﹤0.01% 1339

Other funds holding DCOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.51B AUM 26.71% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

EP Wealth Advisors sold out of Dime Commercial Bancshares (DCOM) in Q2 2026, closing a stake of 8,228 shares — an estimated $278K sold.

EP Wealth Advisors first reported a position in DCOM in Q4 2025 and held it in 2 quarters. The position peaked at $278K in Q1 2026. 216 funds tracked by Wall St. Rank hold DCOM as of Q2 2026.

  • EP Wealth Advisors reported no remaining Dime Commercial Bancshares position as of Q2 2026 after selling out during the quarter.
  • EP Wealth Advisors sold 8,228 Dime Commercial Bancshares shares in Q2 2026, an estimated $278K.
  • EP Wealth Advisors first reported a position in Dime Commercial Bancshares in Q4 2025 and held it in 2 quarters.
  • EP Wealth Advisors's Dime Commercial Bancshares position peaked at $278K in Q1 2026.
  • 216 funds tracked by Wall St. Rank held Dime Commercial Bancshares as of Q2 2026.

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