Essential Partners’s Bandwidth Inc BAND Stock Holding History

Essential Partners’s Portfolio BAND Stock Details BAND Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$46.9K	Sell	773 -31	-4%	-$1.72K	0.02%	629
2026 Q2	$50.9K	Sell	804 -4,189	-84%	-$188K	0.02%	613
2026 Q1	$89K	Buy	4,993 +130	+3%	+$1.91K	0.03%	453
2025 Q4	$75.1K	Sell	4,863 -69	-1%	-$1.05K	0.02%	515
2025 Q3	$82.2K	Sell	4,932 -9	-0.2%	-$139	0.03%	477
2025 Q2	$78.6K	Buy	+4,941	New	+$67.2K	0.03%	386

Other funds holding BAND

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

ATC

Adirondack Trust Company Saratoga Springs, New York $320M AUM 23.25% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Essential Partners's BAND Position: Q3 2026 in Review

Essential Partners reduced its Bandwidth Inc (BAND) stake by 3.9% in Q3 2026, selling an estimated $1.72K and leaving 773 shares worth $46.9K. The position accounts for 0.02% of the portfolio, ranked #629.

Essential Partners first reported a position in BAND in Q2 2025 and has held it in 6 quarters since. The position peaked at $89K in Q1 2026. 11 funds tracked by Wall St. Rank hold BAND as of Q3 2026.

Essential Partners held 773 shares of Bandwidth Inc worth $46.9K as of Q3 2026.
Essential Partners sold 31 Bandwidth Inc shares in Q3 2026, an estimated $1.72K.
Bandwidth Inc made up 0.02% of Essential Partners's portfolio in Q3 2026, its #629 holding.
Essential Partners first reported a position in Bandwidth Inc in Q2 2025 and has held it in 6 quarters since.
Essential Partners's Bandwidth Inc position peaked at $89K in Q1 2026.
11 funds tracked by Wall St. Rank held Bandwidth Inc as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.