Essential Partners
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Essential Partners’s Black Diamond Therapeutics BDTX Stock Holding History

Essential Partners’s Portfolio BDTX Stock Details BDTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$287 Buy
+152
New +$298 ﹤0.01% 2528
2025
Q3 		– Sell
-43
Closed -$107 – 2681
2025
Q2 		$107 Buy
+43
New +$83 ﹤0.01% 2054

Other funds holding BDTX

DLK Investment Management
DLK Investment Management Solana Beach, California $275M AUM 10.69% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
True Wealth Design
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Essential Partners's BDTX Position: Q3 2026 in Review

Essential Partners opened a new position in Black Diamond Therapeutics (BDTX) in Q3 2026: 152 shares worth $287. The stake represents ﹤0.01% of the portfolio and ranks #2528 among its holdings. This is a return to the name: Essential Partners previously reported a position in BDTX as recently as Q2 2025.

Essential Partners first reported a position in BDTX in Q2 2025 and has held it in 2 quarters since. 11 funds tracked by Wall St. Rank hold BDTX as of Q3 2026.

  • Essential Partners held 152 shares of Black Diamond Therapeutics worth $287 as of Q3 2026.
  • Black Diamond Therapeutics was a new Essential Partners position in Q3 2026.
  • Black Diamond Therapeutics made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2528 holding.
  • Essential Partners first reported a position in Black Diamond Therapeutics in Q2 2025 and has held it in 2 quarters since.
  • 11 funds tracked by Wall St. Rank held Black Diamond Therapeutics as of Q3 2026.

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