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EP Wealth Advisors’s Scansource SCSC Stock Holding History

EP Wealth Advisors’s Portfolio SCSC Stock Details SCSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$317K Buy
+6,083
New +$267K ﹤0.01% 1258

Other funds holding SCSC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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 SCSC Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in Scansource (SCSC) in Q2 2026: 6,083 shares worth $317K. The stake represents ﹤0.01% of the portfolio and ranks #1258 among its holdings.

213 funds tracked by Wall St. Rank hold SCSC as of Q2 2026.

  • EP Wealth Advisors held 6,083 shares of Scansource worth $317K as of Q2 2026.
  • Scansource was a new EP Wealth Advisors position in Q2 2026.
  • Scansource made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1258 holding.
  • 213 funds tracked by Wall St. Rank held Scansource as of Q2 2026.

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