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Essential Partners’s SFL Corp SFL Stock Holding History

Essential Partners’s Portfolio SFL Stock Details SFL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$4.61K Buy
350
+170
+94% +$2.07K ﹤0.01% 1545
2026
Q2 		$1.84K Sell
180
-35
-16% -$397 ﹤0.01% 2004
2026
Q1 		$2.32K Buy
215
+28
+15% +$271 ﹤0.01% 1945
2025
Q4 		$1.46K Buy
+187
New +$1.44K ﹤0.01% 1907
2025
Q3 		– Sell
-115
Closed -$958 – 2772
2025
Q2 		$958 Buy
+115
New +$954 ﹤0.01% 1529

Other funds holding SFL

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
DI
Decision Investments San Diego, California $110M AUM 52.83% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
LWM
Lodestone Wealth Management Spokane, Washington $297M AUM 25.27% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Essential Partners's SFL Position: Q3 2026 in Review

Essential Partners increased its SFL Corp (SFL) stake by 94% in Q3 2026, buying an estimated $2.07K and bringing the position to 350 shares worth $4.61K. The position accounts for ﹤0.01% of the portfolio, ranked #1545.

Essential Partners first reported a position in SFL in Q2 2025 and has held it in 5 quarters since. 13 funds tracked by Wall St. Rank hold SFL as of Q3 2026.

  • Essential Partners held 350 shares of SFL Corp worth $4.61K as of Q3 2026.
  • Essential Partners bought 170 SFL Corp shares in Q3 2026, an estimated $2.07K.
  • SFL Corp made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #1545 holding.
  • Essential Partners first reported a position in SFL Corp in Q2 2025 and has held it in 5 quarters since.
  • 13 funds tracked by Wall St. Rank held SFL Corp as of Q3 2026.

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