EP Wealth Advisors’s Sun Country Airlines SNCY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-13,601	Closed	-$225K	–	1867
2026 Q1	$225K	Buy	13,601 +1,608	+13%	+$28.7K	﹤0.01%	1344
2025 Q4	$173K	Buy	+11,993	New	+$153K	﹤0.01%	1408
2025 Q2	$157K	Sell	13,363 -295	-2%	-$3.24K	﹤0.01%	1309
2025 Q1	$168K	Buy	+13,658	New	+$211K	﹤0.01%	1169

Other funds holding SNCY

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

EP Wealth Advisors sold out of Sun Country Airlines (SNCY) in Q2 2026, closing a stake of 13,601 shares — an estimated $225K sold.

EP Wealth Advisors first reported a position in SNCY in Q1 2025 and held it in 4 quarters. The position peaked at $225K in Q1 2026. 1 fund tracked by Wall St. Rank holds SNCY as of Q2 2026.

EP Wealth Advisors reported no remaining Sun Country Airlines position as of Q2 2026 after selling out during the quarter.
EP Wealth Advisors sold 13,601 Sun Country Airlines shares in Q2 2026, an estimated $225K.
EP Wealth Advisors first reported a position in Sun Country Airlines in Q1 2025 and held it in 4 quarters.
EP Wealth Advisors's Sun Country Airlines position peaked at $225K in Q1 2026.
1 fund tracked by Wall St. Rank held Sun Country Airlines as of Q2 2026.

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