Capital Advisors Ltd
ESNT icon

Capital Advisors Ltd’s Essent Group ESNT Stock Holding History

Capital Advisors Ltd’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
Q3 		$2K Hold
34
– – ﹤0.01% 1230
2026
Q2 		$2K Buy
34
+23
+209% +$1.39K ﹤0.01% 1110
2026
Q1 		$1K Hold
11
– – ﹤0.01% 1201
2025
Q4 		$1K Hold
11
– – ﹤0.01% 1179
2025
Q3 		$1K Buy
+11
New +$668 ﹤0.01% 1181
2025
Q2 		– Sell
-3
Closed – – 1417
2025
Q1 		$0 Buy
+3
New +$170 ﹤0.01% 1404

Other funds holding ESNT

Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Capital Advisors Ltd's ESNT Position: Q3 2026 in Review

Capital Advisors Ltd held its Essent Group (ESNT) position steady in Q3 2026 at 34 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1230.

Capital Advisors Ltd first reported a position in ESNT in Q1 2025 and has held it in 6 quarters since. 264 funds tracked by Wall St. Rank hold ESNT as of Q3 2026.

  • Capital Advisors Ltd held 34 shares of Essent Group worth $2K as of Q3 2026.
  • Capital Advisors Ltd left its Essent Group share count unchanged in Q3 2026.
  • Essent Group made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q3 2026, its #1230 holding.
  • Capital Advisors Ltd first reported a position in Essent Group in Q1 2025 and has held it in 6 quarters since.
  • 264 funds tracked by Wall St. Rank held Essent Group as of Q3 2026.

Based on Capital Advisors Ltd's 13F filing for Q3 2026, filed 27 Oct 2026.