Amicus Financial Advisors
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Amicus Financial Advisors’s EagleRock Land EROK Stock Holding History

Amicus Financial Advisors’s Portfolio EROK Stock Details EROK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3.94M Hold
189,301
– – 1.01% 21
2026
Q2 		$4.02M Buy
+189,301
New +$4.09M 0.99% 21

Other funds holding EROK

TCW Group
TCW Group Los Angeles, California $13B AUM 38.16% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Eagle Global Advisors
Eagle Global Advisors Houston, Texas $3.02B AUM 27.86% 1-Year Est. Return
Schwartz Investment Counsel
Schwartz Investment Counsel Plymouth, Michigan $2.87B AUM 22.48% 1-Year Est. Return
NXG Investment Management
NXG Investment Management Dallas, Texas $2.18B AUM 31.25% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Sprott Inc
Sprott Inc Toronto, Ontario, Canada $3.3B AUM 27.97% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Amicus Financial Advisors's EROK Position: Q3 2026 in Review

Amicus Financial Advisors held its EagleRock Land (EROK) position steady in Q3 2026 at 189,301 shares worth $3.94M. The position accounts for 1.01% of the portfolio, ranked #21.

Amicus Financial Advisors first reported a position in EROK in Q2 2026 and has held it in 2 quarters since. The position peaked at $4.02M in Q2 2026. 19 funds tracked by Wall St. Rank hold EROK as of Q3 2026.

  • Amicus Financial Advisors held 189,301 shares of EagleRock Land worth $3.94M as of Q3 2026.
  • Amicus Financial Advisors left its EagleRock Land share count unchanged in Q3 2026.
  • EagleRock Land made up 1.01% of Amicus Financial Advisors's portfolio in Q3 2026, its #21 holding.
  • Amicus Financial Advisors first reported a position in EagleRock Land in Q2 2026 and has held it in 2 quarters since.
  • Amicus Financial Advisors's EagleRock Land position peaked at $4.02M in Q2 2026.
  • 19 funds tracked by Wall St. Rank held EagleRock Land as of Q3 2026.

Based on Amicus Financial Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.