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Essential Partners’s Priority Technology Holdings PRTH Stock Holding History

Essential Partners’s Portfolio PRTH Stock Details PRTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.37K Sell
304
-183
-38% -$1.15K ﹤0.01% 1867
2026
Q2 		$3.25K Sell
487
-1,919
-80% -$11.1K ﹤0.01% 1753
2026
Q1 		$11.4K Sell
2,406
-2,412
-50% -$13.2K ﹤0.01% 1195
2025
Q4 		$26.3K Sell
4,818
-2,042
-30% -$12.6K 0.01% 811
2025
Q3 		$47.1K Buy
6,860
+660
+11% +$4.98K 0.02% 607
2025
Q2 		$48.2K Buy
+6,200
New +$46.5K 0.02% 488

Other funds holding PRTH

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 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
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Essential Partners's PRTH Position: Q3 2026 in Review

Essential Partners reduced its Priority Technology Holdings (PRTH) stake by 38% in Q3 2026, selling an estimated $1.15K and leaving 304 shares worth $2.37K. The position accounts for ﹤0.01% of the portfolio, ranked #1867.

Essential Partners first reported a position in PRTH in Q2 2025 and has held it in 6 quarters since. The position peaked at $48.2K in Q2 2025. 8 funds tracked by Wall St. Rank hold PRTH as of Q3 2026.

  • Essential Partners held 304 shares of Priority Technology Holdings worth $2.37K as of Q3 2026.
  • Essential Partners sold 183 Priority Technology Holdings shares in Q3 2026, an estimated $1.15K.
  • Priority Technology Holdings made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #1867 holding.
  • Essential Partners first reported a position in Priority Technology Holdings in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Priority Technology Holdings position peaked at $48.2K in Q2 2025.
  • 8 funds tracked by Wall St. Rank held Priority Technology Holdings as of Q3 2026.

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