Jamison Private Wealth Management
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Jamison Private Wealth Management’s Euroseas ESEA Stock Holding History

Jamison Private Wealth Management’s Portfolio ESEA Stock Details ESEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$262K Sell
3,675
-63
-2% -$4.65K 0.03% 207
2026
Q2 		$248K Buy
+3,738
New +$257K 0.03% 210
2024
Q4 		– Sell
-1,721
Closed – – 286
2024
Q3 		$0 Hold
1,721
– – ﹤0.01% 464
2024
Q2 		$0 Hold
1,721
– – ﹤0.01% 462
2024
Q1 		$0 Buy
+1,721
New +$51.6K ﹤0.01% 489

Other funds holding ESEA

North Star Investment Management
North Star Investment Management Chicago, Illinois $1.85B AUM 21.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Redhawk Wealth Advisors
Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
AlphaCore Capital
AlphaCore Capital La Jolla, California $6.24B AUM 19.96% 1-Year Est. Return
State of Wyoming
State of Wyoming Cheyenne, Wyoming $1.29B AUM 32.25% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Jamison Private Wealth Management's ESEA Position: Q3 2026 in Review

Jamison Private Wealth Management reduced its Euroseas (ESEA) stake by 1.7% in Q3 2026, selling an estimated $4.65K and leaving 3,675 shares worth $262K. The position accounts for 0.03% of the portfolio, ranked #207.

Jamison Private Wealth Management first reported a position in ESEA in Q1 2024 and has held it in 5 quarters since. 21 funds tracked by Wall St. Rank hold ESEA as of Q3 2026.

  • Jamison Private Wealth Management held 3,675 shares of Euroseas worth $262K as of Q3 2026.
  • Jamison Private Wealth Management sold 63 Euroseas shares in Q3 2026, an estimated $4.65K.
  • Euroseas made up 0.03% of Jamison Private Wealth Management's portfolio in Q3 2026, its #207 holding.
  • Jamison Private Wealth Management first reported a position in Euroseas in Q1 2024 and has held it in 5 quarters since.
  • 21 funds tracked by Wall St. Rank held Euroseas as of Q3 2026.

Based on Jamison Private Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.