Essential Partners’s Westamerica Bancorp WABC Stock Holding History

Essential Partners’s Portfolio WABC Stock Details WABC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$22.7K	Hold	390	–	–	0.01%	866
2026 Q2	$22.9K	Sell	390 -129	-25%	-$7.14K	0.01%	852
2026 Q1	$27.1K	Sell	519 -10	-2%	-$507	0.01%	817
2025 Q4	$25.3K	Sell	529 -270	-34%	-$13K	0.01%	825
2025 Q3	$39.9K	Buy	799 +708	+778%	+$35.1K	0.01%	661
2025 Q2	$4.41K	Buy	+91	New	+$4.36K	﹤0.01%	1088

Other funds holding WABC

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

WWG

West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Essential Partners's WABC Position: Q3 2026 in Review

Essential Partners held its Westamerica Bancorp (WABC) position steady in Q3 2026 at 390 shares worth $22.7K. The position accounts for 0.01% of the portfolio, ranked #866.

Essential Partners first reported a position in WABC in Q2 2025 and has held it in 6 quarters since. The position peaked at $39.9K in Q3 2025. 13 funds tracked by Wall St. Rank hold WABC as of Q3 2026.

Essential Partners held 390 shares of Westamerica Bancorp worth $22.7K as of Q3 2026.
Essential Partners left its Westamerica Bancorp share count unchanged in Q3 2026.
Westamerica Bancorp made up 0.01% of Essential Partners's portfolio in Q3 2026, its #866 holding.
Essential Partners first reported a position in Westamerica Bancorp in Q2 2025 and has held it in 6 quarters since.
Essential Partners's Westamerica Bancorp position peaked at $39.9K in Q3 2025.
13 funds tracked by Wall St. Rank held Westamerica Bancorp as of Q3 2026.

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