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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
Q2 		– Sell
-49,709
Closed -$232K – 1879
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 $39.2B AUM 21.04% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
AFM
Anson Funds Management Dallas, Texas $1.68B AUM 373.57% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
YAG
Yorkville Advisors Global Mountainside, New Jersey $86.2M AUM 41.28% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $71.9B AUM 42.37% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

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

EP Wealth Advisors sold out of TMC The Metals Company (TMC) in Q2 2026, closing a stake of 49,709 shares — an estimated $232K sold.

EP Wealth Advisors first reported a position in TMC in Q4 2025 and held it in 2 quarters. The position peaked at $232K in Q1 2026. 213 funds tracked by Wall St. Rank hold TMC as of Q2 2026.

  • EP Wealth Advisors reported no remaining TMC The Metals Company position as of Q2 2026 after selling out during the quarter.
  • EP Wealth Advisors sold 49,709 TMC The Metals Company shares in Q2 2026, an estimated $232K.
  • EP Wealth Advisors first reported a position in TMC The Metals Company in Q4 2025 and held it in 2 quarters.
  • EP Wealth Advisors's TMC The Metals Company position peaked at $232K in Q1 2026.
  • 213 funds tracked by Wall St. Rank held TMC The Metals Company as of Q2 2026.

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