Regent Peak Wealth Advisors’s Enact Holdings ACT Stock Holding History

Regent Peak Wealth Advisors’s Portfolio ACT Stock Details ACT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.02M	Sell	22,340 -22,990	-51%	-$983K	0.19%	60
2026 Q1	$1.85M	Buy	45,330 +15,562	+52%	+$636K	0.38%	37
2025 Q4	$1.18M	Buy	29,768 +22	+0.1%	+$828	0.23%	48
2025 Q3	$1.14M	Buy	+29,746	New	+$1.1M	0.23%	47
2025 Q1	$950K	Hold	27,342	–	–	0.22%	50
2024 Q4	$885K	Hold	27,342	–	–	0.2%	52
2024 Q3	$993K	Buy	27,342 +16,054	+142%	+$548K	0.23%	61
2024 Q2	$346K	Hold	11,288	–	–	0.08%	112
2024 Q1	$352K	Buy	11,288 +3,535	+46%	+$100K	0.09%	106
2023 Q4	$224K	Hold	7,753	–	–	0.06%	144
2023 Q3	$211K	Buy	+7,753	New	+$215K	0.06%	139

Other funds holding ACT

MAP

Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

BWM

Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return

Regent Peak Wealth Advisors's ACT Position: Q2 2026 in Review

Regent Peak Wealth Advisors reduced its Enact Holdings (ACT) stake by 51% in Q2 2026, selling an estimated $983K and leaving 22,340 shares worth $1.02M. The position accounts for 0.19% of the portfolio, ranked #60.

Regent Peak Wealth Advisors first reported a position in ACT in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.85M in Q1 2026. 23 funds tracked by Wall St. Rank hold ACT as of Q2 2026.

Regent Peak Wealth Advisors held 22,340 shares of Enact Holdings worth $1.02M as of Q2 2026.
Regent Peak Wealth Advisors sold 22,990 Enact Holdings shares in Q2 2026, an estimated $983K.
Enact Holdings made up 0.19% of Regent Peak Wealth Advisors's portfolio in Q2 2026, its #60 holding.
Regent Peak Wealth Advisors first reported a position in Enact Holdings in Q3 2023 and has held it in 11 quarters since.
Regent Peak Wealth Advisors's Enact Holdings position peaked at $1.85M in Q1 2026.
23 funds tracked by Wall St. Rank held Enact Holdings as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.