Essential Partners’s Critical Metals Corp CRML Stock Holding History

Essential Partners’s Portfolio CRML Stock Details CRML Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$6.72K	Sell	926 -6	-0.6%	-$43	﹤0.01%	1373
2026 Q2	$9.55K	Sell	932 -244	-21%	-$2.61K	﹤0.01%	1234
2026 Q1	$9.34K	Hold	1,176	–	–	﹤0.01%	1293
2025 Q4	$8.16K	Buy	1,176 +6	+0.5%	+$65	﹤0.01%	1241
2025 Q3	$7.28K	Hold	1,170	–	–	﹤0.01%	1283
2025 Q2	$4.19K	Buy	+1,170	New	+$2.13K	﹤0.01%	1103

Other funds holding CRML

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

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

HPBT

Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return

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

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

GWM

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

TWD

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

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return

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

Essential Partners's CRML Position: Q3 2026 in Review

Essential Partners reduced its Critical Metals Corp (CRML) stake by 0.64% in Q3 2026, selling an estimated $43 and leaving 926 shares worth $6.72K. The position accounts for ﹤0.01% of the portfolio, ranked #1373.

Essential Partners first reported a position in CRML in Q2 2025 and has held it in 6 quarters since. The position peaked at $9.55K in Q2 2026. 21 funds tracked by Wall St. Rank hold CRML as of Q3 2026.

Essential Partners held 926 shares of Critical Metals Corp worth $6.72K as of Q3 2026.
Essential Partners sold 6 Critical Metals Corp shares in Q3 2026, an estimated $43.
Critical Metals Corp made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #1373 holding.
Essential Partners first reported a position in Critical Metals Corp in Q2 2025 and has held it in 6 quarters since.
Essential Partners's Critical Metals Corp position peaked at $9.55K in Q2 2026.
21 funds tracked by Wall St. Rank held Critical Metals Corp as of Q3 2026.

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