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Essential Partners’s Phoenix Education Partners PXED Stock Holding History

Essential Partners’s Portfolio PXED Stock Details PXED Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$25 Sell
1
-35
-97% -$1.01K ﹤0.01% 2813
2026
Q2 		$1.18K Sell
36
-32
-47% -$956 ﹤0.01% 2170
2026
Q1 		$2.14K Buy
+68
New +$2.03K ﹤0.01% 1983

Other funds holding PXED

Curated Wealth Partners
Curated Wealth Partners El Segundo, California $1.22B AUM 0.27% 1-Year Est. Return
SIM
SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
CA
CWC Advisors Lake Oswego, Oregon $215M AUM 18.92% 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
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Essential Partners's PXED Position: Q3 2026 in Review

Essential Partners reduced its Phoenix Education Partners (PXED) stake by 97% in Q3 2026, selling an estimated $1.01K and leaving 1 share worth $25. The position accounts for ﹤0.01% of the portfolio, ranked #2813.

Essential Partners first reported a position in PXED in Q1 2026 and has held it in 3 quarters since. The position peaked at $2.14K in Q1 2026. 10 funds tracked by Wall St. Rank hold PXED as of Q3 2026.

  • Essential Partners held 1 share of Phoenix Education Partners worth $25 as of Q3 2026.
  • Essential Partners sold 35 Phoenix Education Partners shares in Q3 2026, an estimated $1.01K.
  • Phoenix Education Partners made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2813 holding.
  • Essential Partners first reported a position in Phoenix Education Partners in Q1 2026 and has held it in 3 quarters since.
  • Essential Partners's Phoenix Education Partners position peaked at $2.14K in Q1 2026.
  • 10 funds tracked by Wall St. Rank held Phoenix Education Partners as of Q3 2026.

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