Essential Partners
FBLA icon

Essential Partners’s FB Bancorp FBLA Stock Holding History

Essential Partners’s Portfolio FBLA Stock Details FBLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.19K Hold
72
– – ﹤0.01% 2123
2026
Q2 		$1.08K Sell
72
-147
-67% -$2.08K ﹤0.01% 2211
2026
Q1 		$3.01K Buy
219
+3
+1% +$40 ﹤0.01% 1822
2025
Q4 		$2.78K Buy
216
+11
+5% +$137 ﹤0.01% 1686
2025
Q3 		$2.46K Buy
+205
New +$2.42K ﹤0.01% 1724

Other funds holding FBLA

Peapod Lane Capital
Peapod Lane Capital Bedford Hills, New York $134M AUM 63.91% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 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
Physician Wealth Advisors
Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 1-Year Est. Return
True Wealth Design
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Essential Partners's FBLA Position: Q3 2026 in Review

Essential Partners held its FB Bancorp (FBLA) position steady in Q3 2026 at 72 shares worth $1.19K. The position accounts for ﹤0.01% of the portfolio, ranked #2123.

Essential Partners first reported a position in FBLA in Q3 2025 and has held it in 5 quarters since. The position peaked at $3.01K in Q1 2026. 10 funds tracked by Wall St. Rank hold FBLA as of Q3 2026.

  • Essential Partners held 72 shares of FB Bancorp worth $1.19K as of Q3 2026.
  • Essential Partners left its FB Bancorp share count unchanged in Q3 2026.
  • FB Bancorp made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2123 holding.
  • Essential Partners first reported a position in FB Bancorp in Q3 2025 and has held it in 5 quarters since.
  • Essential Partners's FB Bancorp position peaked at $3.01K in Q1 2026.
  • 10 funds tracked by Wall St. Rank held FB Bancorp as of Q3 2026.

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