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EP Wealth Advisors’s Pangaea Logistics PANL Stock Holding History

EP Wealth Advisors’s Portfolio PANL Stock Details PANL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$88K Sell
13,534
-256
-2% -$1.94K ﹤0.01% 1677
2026
Q1 		$97.6K Buy
+13,790
New +$109K ﹤0.01% 1465
2025
Q1 		– Sell
-10,072
Closed -$54K – 1349
2024
Q4 		$54K Buy
+10,072
New +$60.7K ﹤0.01% 1224

Other funds holding PANL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $4.39B AUM 72.96% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
CCC
Cable Car Capital San Francisco, California $4.66B AUM 77.16% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

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

EP Wealth Advisors reduced its Pangaea Logistics (PANL) stake by 1.9% in Q2 2026, selling an estimated $1.94K and leaving 13,534 shares worth $88K. The position accounts for ﹤0.01% of the portfolio, ranked #1677.

EP Wealth Advisors first reported a position in PANL in Q4 2024 and has held it in 3 quarters since. The position peaked at $97.6K in Q1 2026. 160 funds tracked by Wall St. Rank hold PANL as of Q2 2026.

  • EP Wealth Advisors held 13,534 shares of Pangaea Logistics worth $88K as of Q2 2026.
  • EP Wealth Advisors sold 256 Pangaea Logistics shares in Q2 2026, an estimated $1.94K.
  • Pangaea Logistics made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1677 holding.
  • EP Wealth Advisors first reported a position in Pangaea Logistics in Q4 2024 and has held it in 3 quarters since.
  • EP Wealth Advisors's Pangaea Logistics position peaked at $97.6K in Q1 2026.
  • 160 funds tracked by Wall St. Rank held Pangaea Logistics as of Q2 2026.

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