Essential Partners’s C&F Financial CFFI Stock Holding History

Essential Partners’s Portfolio CFFI Stock Details CFFI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$784	Hold	8	–	–	﹤0.01%	2269
2026 Q2	$640	Sell	8 -10	-56%	-$756	﹤0.01%	2411
2026 Q1	$1.31K	Sell	18 -6	-25%	-$441	﹤0.01%	2151
2025 Q4	$1.74K	Buy	24 +1	+4%	+$70	﹤0.01%	1848
2025 Q3	$1.55K	Buy	+23	New	+$1.56K	﹤0.01%	1879

Other funds holding CFFI

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

TCV Trust & Wealth Management Richmond, Virginia $1.29B AUM 16.51% 1-Year Est. Return

DSC

Daytona Street Capital Saint Louis, Missouri $141M AUM 14.38% 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

TWD

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

Essential Partners's CFFI Position: Q3 2026 in Review

Essential Partners held its C&F Financial (CFFI) position steady in Q3 2026 at 8 shares worth $784. The position accounts for ﹤0.01% of the portfolio, ranked #2269.

Essential Partners first reported a position in CFFI in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.74K in Q4 2025. 7 funds tracked by Wall St. Rank hold CFFI as of Q3 2026.

Essential Partners held 8 shares of C&F Financial worth $784 as of Q3 2026.
Essential Partners left its C&F Financial share count unchanged in Q3 2026.
C&F Financial made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2269 holding.
Essential Partners first reported a position in C&F Financial in Q3 2025 and has held it in 5 quarters since.
Essential Partners's C&F Financial position peaked at $1.74K in Q4 2025.
7 funds tracked by Wall St. Rank held C&F Financial as of Q3 2026.

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