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EP Wealth Advisors’s Teekay Tankers TNK Stock Holding History

EP Wealth Advisors’s Portfolio TNK Stock Details TNK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$373K Sell
5,749
-303
-5% -$22.8K ﹤0.01% 1174
2026
Q1 		$444K Buy
6,052
+138
+2% +$9.24K ﹤0.01% 955
2025
Q4 		$316K Buy
+5,914
New +$332K ﹤0.01% 1110
2025
Q2 		$246K Sell
5,903
-24
-0.4% -$1.03K ﹤0.01% 1132
2025
Q1 		$227K Buy
+5,927
New +$240K ﹤0.01% 1070

Other funds holding TNK

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

EP Wealth Advisors reduced its Teekay Tankers (TNK) stake by 5% in Q2 2026, selling an estimated $22.8K and leaving 5,749 shares worth $373K. The position accounts for ﹤0.01% of the portfolio, ranked #1174.

EP Wealth Advisors first reported a position in TNK in Q1 2025 and has held it in 5 quarters since. The position peaked at $444K in Q1 2026. 245 funds tracked by Wall St. Rank hold TNK as of Q2 2026.

  • EP Wealth Advisors held 5,749 shares of Teekay Tankers worth $373K as of Q2 2026.
  • EP Wealth Advisors sold 303 Teekay Tankers shares in Q2 2026, an estimated $22.8K.
  • Teekay Tankers made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1174 holding.
  • EP Wealth Advisors first reported a position in Teekay Tankers in Q1 2025 and has held it in 5 quarters since.
  • EP Wealth Advisors's Teekay Tankers position peaked at $444K in Q1 2026.
  • 245 funds tracked by Wall St. Rank held Teekay Tankers as of Q2 2026.

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