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TD Private Client Wealth’s Evolution Petroleum EPM Stock Holding History

TD Private Client Wealth’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 		$247 Buy
+67
New +$293 ﹤0.01% 1634

Other funds holding EPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $448M AUM 50.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

TD Private Client Wealth's EPM Position: Q2 2026 in Review

TD Private Client Wealth opened a new position in Evolution Petroleum (EPM) in Q2 2026: 67 shares worth $247. The stake represents ﹤0.01% of the portfolio and ranks #1634 among its holdings.

118 funds tracked by Wall St. Rank hold EPM as of Q2 2026.

  • TD Private Client Wealth held 67 shares of Evolution Petroleum worth $247 as of Q2 2026.
  • Evolution Petroleum was a new TD Private Client Wealth position in Q2 2026.
  • Evolution Petroleum made up ﹤0.01% of TD Private Client Wealth's portfolio in Q2 2026, its #1634 holding.
  • 118 funds tracked by Wall St. Rank held Evolution Petroleum as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.