BFA
P

Beaumont Financial Advisors’s Everpure Inc P Stock Holding History

Beaumont Financial Advisors’s Portfolio P Stock Details P Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$318K Buy
5,391
+969
+22% +$65.6K 0.02% 286
2025
Q4 		$296K Buy
4,422
+1,036
+31% +$86.5K 0.02% 298
2025
Q3 		$284K Buy
+3,386
New +$225K 0.02% 324

Other funds holding P

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Beaumont Financial Advisors's P Position: Q1 2026 in Review

Beaumont Financial Advisors increased its Everpure Inc (P) stake by 22% in Q1 2026, buying an estimated $65.6K and bringing the position to 5,391 shares worth $318K. The position accounts for 0.02% of the portfolio, ranked #286.

Beaumont Financial Advisors first reported a position in P in Q3 2025 and has held it in 3 quarters since. 763 funds tracked by Wall St. Rank hold P as of Q1 2026.

  • Beaumont Financial Advisors held 5,391 shares of Everpure Inc worth $318K as of Q1 2026.
  • Beaumont Financial Advisors bought 969 Everpure Inc shares in Q1 2026, an estimated $65.6K.
  • Everpure Inc made up 0.02% of Beaumont Financial Advisors's portfolio in Q1 2026, its #286 holding.
  • Beaumont Financial Advisors first reported a position in Everpure Inc in Q3 2025 and has held it in 3 quarters since.
  • 763 funds tracked by Wall St. Rank held Everpure Inc as of Q1 2026.

Based on Beaumont Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.