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Forum Financial Management’s Essent Group ESNT Stock Holding History

Forum Financial Management’s Portfolio ESNT Stock Details ESNT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-4,227
Closed -$275K – 552
2025
Q4 		$275K Buy
4,227
+4
+0.1% +$248 ﹤0.01% 795
2025
Q3 		$268K Buy
4,223
+301
+8% +$18.3K ﹤0.01% 799
2025
Q2 		$238K Buy
3,922
+5
+0.1% +$288 ﹤0.01% 798
2025
Q1 		$226K Buy
3,917
+5
+0.1% +$284 ﹤0.01% 752
2024
Q4 		$213K Buy
3,912
+294
+8% +$17.1K ﹤0.01% 819
2024
Q3 		$233K Buy
3,618
+1
+0% +$61 ﹤0.01% 648
2024
Q2 		$203K Buy
3,617
+6
+0.2% +$334 ﹤0.01% 670
2024
Q1 		$215K Buy
+3,611
New +$196K ﹤0.01% 674
2023
Q4 		– Sell
-4,779
Closed -$226K – 702
2023
Q3 		$226K Buy
+4,779
New +$237K 0.01% 539
2022
Q3 		– Sell
-5,310
Closed -$207K – 565
2022
Q2 		$207K Sell
5,310
-279
-5% -$11.4K 0.01% 516
2022
Q1 		$230K Buy
5,589
+280
+5% +$12.5K 0.01% 507
2021
Q4 		$242K Buy
+5,309
New +$243K 0.01% 522

Other funds holding ESNT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PCH
Polar Capital Holdings London, United Kingdom $42.4B AUM 181.11% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Forum Financial Management's ESNT Position: Q1 2026 in Review

Forum Financial Management sold out of Essent Group (ESNT) in Q1 2026, closing a stake of 4,227 shares — an estimated $275K sold.

Forum Financial Management first reported a position in ESNT in Q4 2021 and held it in 12 quarters. The position peaked at $275K in Q4 2025. 371 funds tracked by Wall St. Rank hold ESNT as of Q1 2026.

  • Forum Financial Management reported no remaining Essent Group position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 4,227 Essent Group shares in Q1 2026, an estimated $275K.
  • Forum Financial Management first reported a position in Essent Group in Q4 2021 and held it in 12 quarters.
  • Forum Financial Management's Essent Group position peaked at $275K in Q4 2025.
  • 371 funds tracked by Wall St. Rank held Essent Group as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.