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Essential Partners’s Snap SNAP Stock Holding History

Essential Partners’s Portfolio SNAP Stock Details SNAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$35.1K Sell
6,499
-2,987
-31% -$15.4K 0.02% 727
2026
Q2 		$42.1K Buy
9,486
+9,456
+31,520% +$51.7K 0.02% 658
2026
Q1 		$138 Buy
30
+7
+30% +$41 ﹤0.01% 2672
2025
Q4 		$186 Buy
+23
New +$182 ﹤0.01% 2441

Other funds holding SNAP

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
GCA
Gallagher Capital Advisors Argyle, Texas $187M AUM 21.63% 1-Year Est. Return
Curated Wealth Partners
Curated Wealth Partners El Segundo, California $1.22B AUM 0.27% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FIA
FNY Investment Advisers New York $402M AUM 85.34% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
AWM
Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return
BZWA
Blue Zone Wealth Advisors Los Angeles, California $636M AUM 19.4% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Essential Partners's SNAP Position: Q3 2026 in Review

Essential Partners reduced its Snap (SNAP) stake by 31% in Q3 2026, selling an estimated $15.4K and leaving 6,499 shares worth $35.1K. The position accounts for 0.02% of the portfolio, ranked #727.

Essential Partners first reported a position in SNAP in Q4 2025 and has held it in 4 quarters since. The position peaked at $42.1K in Q2 2026. 56 funds tracked by Wall St. Rank hold SNAP as of Q3 2026.

  • Essential Partners held 6,499 shares of Snap worth $35.1K as of Q3 2026.
  • Essential Partners sold 2,987 Snap shares in Q3 2026, an estimated $15.4K.
  • Snap made up 0.02% of Essential Partners's portfolio in Q3 2026, its #727 holding.
  • Essential Partners first reported a position in Snap in Q4 2025 and has held it in 4 quarters since.
  • Essential Partners's Snap position peaked at $42.1K in Q2 2026.
  • 56 funds tracked by Wall St. Rank held Snap as of Q3 2026.

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