Essential Partners
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Essential Partners’s PCB Bancorp PCB Stock Holding History

Essential Partners’s Portfolio PCB Stock Details PCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3.01K Sell
110
-20
-15% -$563 ﹤0.01% 1761
2026
Q2 		$3.69K Buy
+130
New +$3.23K ﹤0.01% 1681

Other funds holding PCB

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
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 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
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Fortitude Family Office
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
True Wealth Design
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Essential Partners's PCB Position: Q3 2026 in Review

Essential Partners reduced its PCB Bancorp (PCB) stake by 15% in Q3 2026, selling an estimated $563 and leaving 110 shares worth $3.01K. The position accounts for ﹤0.01% of the portfolio, ranked #1761.

Essential Partners first reported a position in PCB in Q2 2026 and has held it in 2 quarters since. The position peaked at $3.69K in Q2 2026. 12 funds tracked by Wall St. Rank hold PCB as of Q3 2026.

  • Essential Partners held 110 shares of PCB Bancorp worth $3.01K as of Q3 2026.
  • Essential Partners sold 20 PCB Bancorp shares in Q3 2026, an estimated $563.
  • PCB Bancorp made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #1761 holding.
  • Essential Partners first reported a position in PCB Bancorp in Q2 2026 and has held it in 2 quarters since.
  • Essential Partners's PCB Bancorp position peaked at $3.69K in Q2 2026.
  • 12 funds tracked by Wall St. Rank held PCB Bancorp as of Q3 2026.

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