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Essential Partners’s FormFactor FORM Stock Holding History

Essential Partners’s Portfolio FORM Stock Details FORM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$75K Buy
502
+45
+10% +$5.14K 0.03% 501
2026
Q2 		$73.1K Sell
457
-64
-12% -$8.49K 0.03% 509
2026
Q1 		$50.5K Buy
521
+5
+1% +$430 0.02% 601
2025
Q4 		$28.8K Buy
516
+7
+1% +$353 0.01% 777
2025
Q3 		$18.5K Sell
509
-93
-15% -$2.99K 0.01% 917
2025
Q2 		$20.7K Buy
+602
New +$18.3K 0.01% 665

Other funds holding FORM

RP
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
SWM
Sendero Wealth Management San Antonio, Texas $1B AUM 21.35% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
AP
Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Essential Partners's FORM Position: Q3 2026 in Review

Essential Partners increased its FormFactor (FORM) stake by 9.8% in Q3 2026, buying an estimated $5.14K and bringing the position to 502 shares worth $75K. The position accounts for 0.03% of the portfolio, ranked #501.

Essential Partners first reported a position in FORM in Q2 2025 and has held it in 6 quarters since. 27 funds tracked by Wall St. Rank hold FORM as of Q3 2026.

  • Essential Partners held 502 shares of FormFactor worth $75K as of Q3 2026.
  • Essential Partners bought 45 FormFactor shares in Q3 2026, an estimated $5.14K.
  • FormFactor made up 0.03% of Essential Partners's portfolio in Q3 2026, its #501 holding.
  • Essential Partners first reported a position in FormFactor in Q2 2025 and has held it in 6 quarters since.
  • 27 funds tracked by Wall St. Rank held FormFactor as of Q3 2026.

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