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Essential Partners’s HCI Group HCI Stock Holding History

Essential Partners’s Portfolio HCI Stock Details HCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$23.8K Buy
137
+2
+1% +$364 0.01% 851
2026
Q2 		$23.7K Buy
135
+17
+14% +$2.68K 0.01% 847
2026
Q1 		$18.2K Sell
118
-4
-3% -$655 0.01% 961
2025
Q4 		$23.4K Hold
122
– – 0.01% 850
2025
Q3 		$23.4K Buy
122
+94
+336% +$14.9K 0.01% 839
2025
Q2 		$4.26K Buy
+28
New +$4.3K ﹤0.01% 1100

Other funds holding HCI

BWP
Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $271M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 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
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Essential Partners's HCI Position: Q3 2026 in Review

Essential Partners increased its HCI Group (HCI) stake by 1.5% in Q3 2026, buying an estimated $364 and bringing the position to 137 shares worth $23.8K. The position accounts for 0.01% of the portfolio, ranked #851.

Essential Partners first reported a position in HCI in Q2 2025 and has held it in 6 quarters since. 15 funds tracked by Wall St. Rank hold HCI as of Q3 2026.

  • Essential Partners held 137 shares of HCI Group worth $23.8K as of Q3 2026.
  • Essential Partners bought 2 HCI Group shares in Q3 2026, an estimated $364.
  • HCI Group made up 0.01% of Essential Partners's portfolio in Q3 2026, its #851 holding.
  • Essential Partners first reported a position in HCI Group in Q2 2025 and has held it in 6 quarters since.
  • 15 funds tracked by Wall St. Rank held HCI Group as of Q3 2026.

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