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Essential Partners’s Teekay TK Stock Holding History

Essential Partners’s Portfolio TK Stock Details TK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$4.5K Sell
316
-33
-9% -$408 ﹤0.01% 1565
2026
Q2 		$3.49K Buy
349
+93
+36% +$1.16K ﹤0.01% 1710
2026
Q1 		$3.13K Hold
256
– – ﹤0.01% 1807
2025
Q4 		$2.31K Buy
256
+8
+3% +$74 ﹤0.01% 1751
2025
Q3 		$2.03K Buy
248
+117
+89% +$931 ﹤0.01% 1784
2025
Q2 		$1.08K Buy
+131
New +$1.02K ﹤0.01% 1491

Other funds holding TK

BBWA
Bell & Brown Wealth Advisors Newport Beach, California $320M AUM 23.73% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Clark Asset Management
Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 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
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
UFF
USA Financial Formulas Ada, Michigan $514M AUM 31.03% 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
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Essential Partners's TK Position: Q3 2026 in Review

Essential Partners reduced its Teekay (TK) stake by 9.5% in Q3 2026, selling an estimated $408 and leaving 316 shares worth $4.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1565.

Essential Partners first reported a position in TK in Q2 2025 and has held it in 6 quarters since. 14 funds tracked by Wall St. Rank hold TK as of Q3 2026.

  • Essential Partners held 316 shares of Teekay worth $4.5K as of Q3 2026.
  • Essential Partners sold 33 Teekay shares in Q3 2026, an estimated $408.
  • Teekay made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #1565 holding.
  • Essential Partners first reported a position in Teekay in Q2 2025 and has held it in 6 quarters since.
  • 14 funds tracked by Wall St. Rank held Teekay as of Q3 2026.

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