EP Wealth Advisors’s SPS Commerce SPSC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-2,356	Closed	-$210K	–	1589
2025 Q4	$210K	Buy	+2,356	New	+$218K	﹤0.01%	1364
2025 Q2	$302K	Buy	+2,217	New	+$307K	﹤0.01%	1014

Other funds holding SPSC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AFM

Anson Funds Management Dallas, Texas $2.29B AUM 370.24% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EP Wealth Advisors's SPSC Position: Q1 2026 in Review

EP Wealth Advisors sold out of SPS Commerce (SPSC) in Q1 2026, closing a stake of 2,356 shares — an estimated $210K sold.

EP Wealth Advisors first reported a position in SPSC in Q2 2025 and held it in 2 quarters. The position peaked at $302K in Q2 2025. 328 funds tracked by Wall St. Rank hold SPSC as of Q1 2026.

EP Wealth Advisors reported no remaining SPS Commerce position as of Q1 2026 after selling out during the quarter.
EP Wealth Advisors sold 2,356 SPS Commerce shares in Q1 2026, an estimated $210K.
EP Wealth Advisors first reported a position in SPS Commerce in Q2 2025 and held it in 2 quarters.
EP Wealth Advisors's SPS Commerce position peaked at $302K in Q2 2025.
328 funds tracked by Wall St. Rank held SPS Commerce as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.