IFP Advisors’s Escalade ESCA Stock Holding History

IFP Advisors’s Portfolio ESCA Stock Details ESCA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$52	Sell	3 -1	-25%	-$15	﹤0.01%	4825
2025 Q4	$54	Sell	4 -2	-33%	-$25	﹤0.01%	4689
2025 Q3	$75	Sell	6 -4	-40%	-$51	﹤0.01%	4589
2025 Q2	$252	Buy	10 +8	+400%	+$118	﹤0.01%	4589
2025 Q1	$31	Hold	2	–	–	﹤0.01%	4108
2024 Q4	$29	Buy	+2	New	+$29	﹤0.01%	4384
2023 Q3	–	Sell	-250	Closed	-$3.34K	–	3376
2023 Q2	$3.34K	Hold	250	–	–	﹤0.01%	2684
2023 Q1	$3.63K	Hold	250	–	–	﹤0.01%	2693
2022 Q4	$4K	Hold	250	–	–	﹤0.01%	3883
2022 Q3	$4K	Hold	250	–	–	﹤0.01%	4117
2022 Q2	$4K	Hold	250	–	–	﹤0.01%	3880
2022 Q1	$4K	Buy	+250	New	+$3.52K	﹤0.01%	3880
2018 Q2	–	Sell	-100	Closed	-$1K	–	3923
2018 Q1	$1K	Hold	100	–	–	﹤0.01%	3623
2017 Q4	$1K	Hold	100	–	–	﹤0.01%	3674
2017 Q3	$1K	Hold	100	–	–	﹤0.01%	3887
2017 Q2	$1K	Hold	100	–	–	﹤0.01%	3869
2017 Q1	$1K	Hold	100	–	–	﹤0.01%	3789
2016 Q4	$1K	Hold	100	–	–	﹤0.01%	3767
2016 Q3	$1K	Buy	+100	New	+$1.16K	﹤0.01%	3710

Other funds holding ESCA

Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

NSIM

North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

RCAG

Rehmann Capital Advisory Group Lansing, Michigan $1.92B AUM 16.97% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

IFP Advisors's ESCA Position: Q1 2026 in Review

IFP Advisors reduced its Escalade (ESCA) stake by 25% in Q1 2026, selling an estimated $15 and leaving 3 shares worth $52. The position accounts for ﹤0.01% of the portfolio, ranked #4825.

IFP Advisors first reported a position in ESCA in Q3 2016 and has held it in 19 quarters since. The position peaked at $4K in Q4 2022. 84 funds tracked by Wall St. Rank hold ESCA as of Q1 2026.

IFP Advisors held 3 shares of Escalade worth $52 as of Q1 2026.
IFP Advisors sold 1 Escalade share in Q1 2026, an estimated $15.
Escalade made up ﹤0.01% of IFP Advisors's portfolio in Q1 2026, its #4825 holding.
IFP Advisors first reported a position in Escalade in Q3 2016 and has held it in 19 quarters since.
IFP Advisors's Escalade position peaked at $4K in Q4 2022.
84 funds tracked by Wall St. Rank held Escalade as of Q1 2026.

Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.