Provenance Wealth Advisors
EPAM icon

Provenance Wealth Advisors’s EPAM Systems EPAM Stock Holding History

Provenance Wealth Advisors’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
2026
Q3 		$108 Sell
1
-2
-67% -$207 ﹤0.01% 2438
2026
Q2 		$238 Buy
+3
New +$317 ﹤0.01% 604

Other funds holding EPAM

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Aikya Investment Management
Aikya Investment Management London, United Kingdom $337M AUM 15.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Polunin Capital Partners
Polunin Capital Partners London, United Kingdom $497M AUM 11.85% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Provenance Wealth Advisors's EPAM Position: Q3 2026 in Review

Provenance Wealth Advisors reduced its EPAM Systems (EPAM) stake by 67% in Q3 2026, selling an estimated $207 and leaving 1 share worth $108. The position accounts for ﹤0.01% of the portfolio, ranked #2438.

Provenance Wealth Advisors first reported a position in EPAM in Q2 2026 and has held it in 2 quarters since. The position peaked at $238 in Q2 2026. 261 funds tracked by Wall St. Rank hold EPAM as of Q3 2026.

  • Provenance Wealth Advisors held 1 share of EPAM Systems worth $108 as of Q3 2026.
  • Provenance Wealth Advisors sold 2 EPAM Systems shares in Q3 2026, an estimated $207.
  • EPAM Systems made up ﹤0.01% of Provenance Wealth Advisors's portfolio in Q3 2026, its #2438 holding.
  • Provenance Wealth Advisors first reported a position in EPAM Systems in Q2 2026 and has held it in 2 quarters since.
  • Provenance Wealth Advisors's EPAM Systems position peaked at $238 in Q2 2026.
  • 261 funds tracked by Wall St. Rank held EPAM Systems as of Q3 2026.

Based on Provenance Wealth Advisors's 13F filing for Q3 2026, filed 30 Oct 2026.