Essential Partners’s Falcon's Beyond FBYD Stock Holding History

Essential Partners’s Portfolio FBYD Stock Details FBYD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$68	Sell	8 -1	-11%	-$10	﹤0.01%	2739
2026 Q2	$161	Sell	9 -27	-75%	-$383	﹤0.01%	2673
2026 Q1	$508	Buy	+36	New	+$260	﹤0.01%	2434

Other funds holding FBYD

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

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

Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return

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

Essential Partners's FBYD Position: Q3 2026 in Review

Essential Partners reduced its Falcon's Beyond (FBYD) stake by 11% in Q3 2026, selling an estimated $10 and leaving 8 shares worth $68. The position accounts for ﹤0.01% of the portfolio, ranked #2739.

Essential Partners first reported a position in FBYD in Q1 2026 and has held it in 3 quarters since. The position peaked at $508 in Q1 2026. 5 funds tracked by Wall St. Rank hold FBYD as of Q3 2026.

Essential Partners held 8 shares of Falcon's Beyond worth $68 as of Q3 2026.
Essential Partners sold 1 Falcon's Beyond share in Q3 2026, an estimated $10.
Falcon's Beyond made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2739 holding.
Essential Partners first reported a position in Falcon's Beyond in Q1 2026 and has held it in 3 quarters since.
Essential Partners's Falcon's Beyond position peaked at $508 in Q1 2026.
5 funds tracked by Wall St. Rank held Falcon's Beyond as of Q3 2026.

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