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EP Wealth Advisors’s TMC The Metals Company TMC Stock Holding History

EP Wealth Advisors’s Portfolio TMC Stock Details TMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$232K Buy
49,709
+38,459
+342% +$248K ﹤0.01% 1317
2025
Q4 		$69.4K Buy
+11,250
New +$79K ﹤0.01% 1459

Other funds holding TMC

First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

EP Wealth Advisors increased its TMC The Metals Company (TMC) stake by 342% in Q1 2026, buying an estimated $248K and bringing the position to 49,709 shares worth $232K. The position accounts for ﹤0.01% of the portfolio, ranked #1317.

EP Wealth Advisors first reported a position in TMC in Q4 2025 and has held it in 2 quarters since. 208 funds tracked by Wall St. Rank hold TMC as of Q1 2026.

  • EP Wealth Advisors held 49,709 shares of TMC The Metals Company worth $232K as of Q1 2026.
  • EP Wealth Advisors bought 38,459 TMC The Metals Company shares in Q1 2026, an estimated $248K.
  • TMC The Metals Company made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #1317 holding.
  • EP Wealth Advisors first reported a position in TMC The Metals Company in Q4 2025 and has held it in 2 quarters since.
  • 208 funds tracked by Wall St. Rank held TMC The Metals Company as of Q1 2026.

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