EWA
TIC

EP Wealth Advisors’s TIC Solutions Inc TIC Stock Holding History

EP Wealth Advisors’s Portfolio TIC Stock Details TIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$89.9K Buy
13,667
+1,718
+14% +$16.2K ﹤0.01% 1469
2025
Q4 		$121K Buy
+11,949
New +$133K ﹤0.01% 1439

Other funds holding TIC

Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
PIP
Permian Investment Partners Dallas, Texas $905M AUM 13.43% 1-Year Est. Return
GCM
Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
P3I
Progeny 3 Inc Kirkland, Washington $1.87B AUM 30.4% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JFG
Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

EP Wealth Advisors increased its TIC Solutions Inc (TIC) stake by 14% in Q1 2026, buying an estimated $16.2K and bringing the position to 13,667 shares worth $89.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1469.

EP Wealth Advisors first reported a position in TIC in Q4 2025 and has held it in 2 quarters since. The position peaked at $121K in Q4 2025. 215 funds tracked by Wall St. Rank hold TIC as of Q1 2026.

  • EP Wealth Advisors held 13,667 shares of TIC Solutions Inc worth $89.9K as of Q1 2026.
  • EP Wealth Advisors bought 1,718 TIC Solutions Inc shares in Q1 2026, an estimated $16.2K.
  • TIC Solutions Inc made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #1469 holding.
  • EP Wealth Advisors first reported a position in TIC Solutions Inc in Q4 2025 and has held it in 2 quarters since.
  • EP Wealth Advisors's TIC Solutions Inc position peaked at $121K in Q4 2025.
  • 215 funds tracked by Wall St. Rank held TIC Solutions Inc as of Q1 2026.

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