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Essential Partners’s OP Bancorp OPBK Stock Holding History

Essential Partners’s Portfolio OPBK Stock Details OPBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$615 Buy
41
+11
+37% +$168 ﹤0.01% 2333
2026
Q2 		$450 Buy
30
+6
+25% +$85 ﹤0.01% 2499
2026
Q1 		$319 Sell
24
-67
-74% -$921 ﹤0.01% 2542
2025
Q4 		$1.28K Buy
91
+4
+5% +$55 ﹤0.01% 1947
2025
Q3 		$1.21K Buy
+87
New +$1.2K ﹤0.01% 1961

Other funds holding OPBK

Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
DSC
Daytona Street Capital Saint Louis, Missouri $141M AUM 14.38% 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
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Essential Partners's OPBK Position: Q3 2026 in Review

Essential Partners increased its OP Bancorp (OPBK) stake by 37% in Q3 2026, buying an estimated $168 and bringing the position to 41 shares worth $615. The position accounts for ﹤0.01% of the portfolio, ranked #2333.

Essential Partners first reported a position in OPBK in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.28K in Q4 2025. 9 funds tracked by Wall St. Rank hold OPBK as of Q3 2026.

  • Essential Partners held 41 shares of OP Bancorp worth $615 as of Q3 2026.
  • Essential Partners bought 11 OP Bancorp shares in Q3 2026, an estimated $168.
  • OP Bancorp made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2333 holding.
  • Essential Partners first reported a position in OP Bancorp in Q3 2025 and has held it in 5 quarters since.
  • Essential Partners's OP Bancorp position peaked at $1.28K in Q4 2025.
  • 9 funds tracked by Wall St. Rank held OP Bancorp as of Q3 2026.

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