EP
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Essential Partners’s Tejon Ranch TRC Stock Holding History

Essential Partners’s Portfolio TRC Stock Details TRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$243 Hold
15
– – ﹤0.01% 2557
2026
Q2 		$281 Hold
15
– – ﹤0.01% 2579
2026
Q1 		$283 Sell
15
-10
-40% -$173 ﹤0.01% 2560
2025
Q4 		$394 Buy
+25
New +$399 ﹤0.01% 2284

Other funds holding TRC

ET
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 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
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

Essential Partners's TRC Position: Q3 2026 in Review

Essential Partners held its Tejon Ranch (TRC) position steady in Q3 2026 at 15 shares worth $243. The position accounts for ﹤0.01% of the portfolio, ranked #2557.

Essential Partners first reported a position in TRC in Q4 2025 and has held it in 4 quarters since. The position peaked at $394 in Q4 2025. 7 funds tracked by Wall St. Rank hold TRC as of Q3 2026.

  • Essential Partners held 15 shares of Tejon Ranch worth $243 as of Q3 2026.
  • Essential Partners left its Tejon Ranch share count unchanged in Q3 2026.
  • Tejon Ranch made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2557 holding.
  • Essential Partners first reported a position in Tejon Ranch in Q4 2025 and has held it in 4 quarters since.
  • Essential Partners's Tejon Ranch position peaked at $394 in Q4 2025.
  • 7 funds tracked by Wall St. Rank held Tejon Ranch as of Q3 2026.

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