Essential Partners’s Porch Group PRCH Stock Holding History

Essential Partners’s Portfolio PRCH Stock Details PRCH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.42K	Hold	145	–	–	﹤0.01%	1856
2026 Q2	$2.18K	Sell	145 -404	-74%	-$3.98K	﹤0.01%	1941
2026 Q1	$3.94K	Buy	549 +20	+4%	+$160	﹤0.01%	1696
2025 Q4	$4.83K	Sell	529 -347	-40%	-$4.18K	﹤0.01%	1445
2025 Q3	$14.7K	Buy	876 +347	+66%	+$5.32K	﹤0.01%	1018
2025 Q2	$6.24K	Buy	+529	New	+$4.54K	﹤0.01%	988

Other funds holding PRCH

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

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

MIC

Meridian Investment Counsel Lafayette, California $431M AUM 32.55% 1-Year Est. Return

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

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

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

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Essential Partners's PRCH Position: Q3 2026 in Review

Essential Partners held its Porch Group (PRCH) position steady in Q3 2026 at 145 shares worth $2.42K. The position accounts for ﹤0.01% of the portfolio, ranked #1856.

Essential Partners first reported a position in PRCH in Q2 2025 and has held it in 6 quarters since. The position peaked at $14.7K in Q3 2025. 12 funds tracked by Wall St. Rank hold PRCH as of Q3 2026.

Essential Partners held 145 shares of Porch Group worth $2.42K as of Q3 2026.
Essential Partners left its Porch Group share count unchanged in Q3 2026.
Porch Group made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #1856 holding.
Essential Partners first reported a position in Porch Group in Q2 2025 and has held it in 6 quarters since.
Essential Partners's Porch Group position peaked at $14.7K in Q3 2025.
12 funds tracked by Wall St. Rank held Porch Group as of Q3 2026.

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