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Independent Financial Group’s EPAM Systems EPAM Stock Holding History

Independent Financial Group’s Portfolio EPAM Stock Details EPAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,639
Closed -$247K – 1429
2025
Q3 		$247K Buy
1,639
+334
+26% +$54.8K 0.01% 1183
2025
Q2 		$231K Buy
+1,305
New +$218K 0.01% 1159
2023
Q4 		– Sell
-843
Closed -$216K – 973
2023
Q3 		$216K Buy
+843
New +$208K 0.01% 802

Other funds holding EPAM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Independent Financial Group's EPAM Position: Q4 2025 in Review

Independent Financial Group sold out of EPAM Systems (EPAM) in Q4 2025, closing a stake of 1,639 shares — an estimated $247K sold.

Independent Financial Group first reported a position in EPAM in Q3 2023 and held it in 3 quarters. The position peaked at $247K in Q3 2025. 597 funds tracked by Wall St. Rank hold EPAM as of Q4 2025.

  • Independent Financial Group reported no remaining EPAM Systems position as of Q4 2025 after selling out during the quarter.
  • Independent Financial Group sold 1,639 EPAM Systems shares in Q4 2025, an estimated $247K.
  • Independent Financial Group first reported a position in EPAM Systems in Q3 2023 and held it in 3 quarters.
  • Independent Financial Group's EPAM Systems position peaked at $247K in Q3 2025.
  • 597 funds tracked by Wall St. Rank held EPAM Systems as of Q4 2025.

Based on Independent Financial Group's 13F filing for Q4 2025, filed 15 May 2026.