Sterling Capital Management’s Evolution Petroleum EPM Stock Holding History

Sterling Capital Management’s Portfolio EPM Stock Details EPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$839	Sell	228 -76	-25%	-$332	﹤0.01%	3161
2026 Q1	$1.39K	Sell	304 -131	-30%	-$545	﹤0.01%	3047
2025 Q4	$1.54K	Buy	435 +112	+35%	+$473	﹤0.01%	3098
2025 Q3	$1.56K	Buy	323 +157	+95%	+$783	﹤0.01%	3015
2025 Q2	$780	Sell	166 -238	-59%	-$1.08K	﹤0.01%	3100
2025 Q1	$2.09K	Sell	404 -352	-47%	-$1.84K	﹤0.01%	2578
2024 Q4	$3.95K	Buy	756 +677	+857%	+$3.71K	﹤0.01%	2556
2024 Q3	$419	Buy	+79	New	+$417	﹤0.01%	2941

Other funds holding EPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

WealthTrust Axiom Wayne, Pennsylvania $448M AUM 50.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Sterling Capital Management's EPM Position: Q2 2026 in Review

Sterling Capital Management reduced its Evolution Petroleum (EPM) stake by 25% in Q2 2026, selling an estimated $332 and leaving 228 shares worth $839. The position accounts for ﹤0.01% of the portfolio, ranked #3161.

Sterling Capital Management first reported a position in EPM in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.95K in Q4 2024. 118 funds tracked by Wall St. Rank hold EPM as of Q2 2026.

Sterling Capital Management held 228 shares of Evolution Petroleum worth $839 as of Q2 2026.
Sterling Capital Management sold 76 Evolution Petroleum shares in Q2 2026, an estimated $332.
Evolution Petroleum made up ﹤0.01% of Sterling Capital Management's portfolio in Q2 2026, its #3161 holding.
Sterling Capital Management first reported a position in Evolution Petroleum in Q3 2024 and has held it in 8 quarters since.
Sterling Capital Management's Evolution Petroleum position peaked at $3.95K in Q4 2024.
118 funds tracked by Wall St. Rank held Evolution Petroleum as of Q2 2026.

Based on Sterling Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.