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	–	566
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 New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Polar Capital Holdings London, United Kingdom $22.9B AUM 115.26% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return