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Sunbelt Securities’s Evolution Petroleum EPM Stock Holding History

Sunbelt Securities’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
Q1 		$23 Buy
+5
New +$21 ﹤0.01% 2869

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Vanguard Capital Management
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American Century Companies
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Sunbelt Securities's EPM Position: Q1 2026 in Review

Sunbelt Securities opened a new position in Evolution Petroleum (EPM) in Q1 2026: 5 shares worth $23. The stake represents ﹤0.01% of the portfolio and ranks #2869 among its holdings.

122 funds tracked by Wall St. Rank hold EPM as of Q1 2026.

  • Sunbelt Securities held 5 shares of Evolution Petroleum worth $23 as of Q1 2026.
  • Evolution Petroleum was a new Sunbelt Securities position in Q1 2026.
  • Evolution Petroleum made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #2869 holding.
  • 122 funds tracked by Wall St. Rank held Evolution Petroleum as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.