IFP Advisors
EROC

IFP Advisors’s ERock Inc EROC Stock Holding History

IFP Advisors’s Portfolio EROC Stock Details EROC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$15.9K Buy
1,293
+793
+159% +$9.9K ﹤0.01% 3086
2026
Q2 		$7.25K Buy
+500
New +$7.96K ﹤0.01% 3572

Other funds holding EROC

Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Counterpoint Mutual Funds
Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return
Q Fund Management (Hong Kong)
Q Fund Management (Hong Kong) Hong Kong $104M AUM 789.73% 1-Year Est. Return
Harbour Capital Advisors
Harbour Capital Advisors Tysons Corner, Virginia $548M AUM 37.76% 1-Year Est. Return
West Tower Group
West Tower Group Richmond, Virginia $27M AUM 33.41% 1-Year Est. Return
NWF Advisory Services
NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Ulland Investment Advisors
Ulland Investment Advisors Minneapolis, Minnesota $142M AUM 22.97% 1-Year Est. Return
Fortitude Family Office
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

IFP Advisors's EROC Position: Q3 2026 in Review

IFP Advisors increased its ERock Inc (EROC) stake by 159% in Q3 2026, buying an estimated $9.9K and bringing the position to 1,293 shares worth $15.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3086.

IFP Advisors first reported a position in EROC in Q2 2026 and has held it in 2 quarters since. 13 funds tracked by Wall St. Rank hold EROC as of Q3 2026.

  • IFP Advisors held 1,293 shares of ERock Inc worth $15.9K as of Q3 2026.
  • IFP Advisors bought 793 ERock Inc shares in Q3 2026, an estimated $9.9K.
  • ERock Inc made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #3086 holding.
  • IFP Advisors first reported a position in ERock Inc in Q2 2026 and has held it in 2 quarters since.
  • 13 funds tracked by Wall St. Rank held ERock Inc as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.