Bell Investment Advisors’s Essent Group ESNT Stock Holding History

Bell Investment Advisors’s Portfolio ESNT Stock Details ESNT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$15.3K	Buy	262 +9	+4%	+$549	﹤0.01%	523
2025 Q4	$16.4K	Hold	253	–	–	﹤0.01%	512
2025 Q3	$16.1K	Sell	253 -13	-5%	-$790	﹤0.01%	479
2025 Q2	$16.2K	Buy	266 +41	+18%	+$2.36K	﹤0.01%	492
2025 Q1	$13K	Hold	225	–	–	﹤0.01%	508
2024 Q4	$12.2K	Buy	225 +9	+4%	+$522	﹤0.01%	529
2024 Q3	$13.9K	Sell	216 -25	-10%	-$1.53K	﹤0.01%	500
2024 Q2	$13.5K	Hold	241	–	–	﹤0.01%	497
2024 Q1	$14.3K	Hold	241	–	–	﹤0.01%	460
2023 Q4	$12.7K	Buy	241 +36	+18%	+$1.76K	﹤0.01%	475
2023 Q3	$9.7K	Buy	205 +127	+163%	+$6.29K	﹤0.01%	520
2023 Q2	$3.65K	Buy	78 +38	+95%	+$1.65K	﹤0.01%	987
2023 Q1	$1.6K	Sell	40 -82	-67%	-$3.38K	﹤0.01%	1374
2022 Q4	$4.74K	Buy	122 +51	+72%	+$1.94K	﹤0.01%	844
2022 Q3	$2K	Buy	71 +37	+109%	+$1.48K	﹤0.01%	1088
2022 Q2	$1K	Buy	+34	New	+$1.39K	﹤0.01%	1421
2021 Q4	–	Sell	-22	Closed	-$1K	–	1830
2021 Q3	$1K	Buy	+22	New	+$998	﹤0.01%	1364

Other funds holding ESNT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Polar Capital Holdings London, United Kingdom $28.2B AUM 115.26% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return