BFG
P

Bleakley Financial Group’s Everpure Inc P Stock Holding History

Bleakley Financial Group’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
Q2 		$1.09M Buy
13,772
+1,467
+12% +$108K 0.01% 632
2026
Q1 		$726K Buy
12,305
+1,188
+11% +$80.5K 0.01% 584
2025
Q4 		$745K Buy
+11,117
New +$929K 0.01% 529
2025
Q1 		– Sell
-5,284
Closed -$325K – 868
2024
Q4 		$325K Sell
5,284
-304
-5% -$16.9K 0.01% 766
2024
Q3 		$281K Buy
5,588
+530
+10% +$30K 0.01% 804
2024
Q2 		$325K Buy
5,058
+63
+1% +$3.65K 0.01% 730
2024
Q1 		$260K Buy
+4,995
New +$223K 0.01% 804

Other funds holding P

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Bleakley Financial Group's P Position: Q2 2026 in Review

Bleakley Financial Group increased its Everpure Inc (P) stake by 12% in Q2 2026, buying an estimated $108K and bringing the position to 13,772 shares worth $1.09M. The position accounts for 0.01% of the portfolio, ranked #632.

Bleakley Financial Group first reported a position in P in Q1 2024 and has held it in 7 quarters since. 814 funds tracked by Wall St. Rank hold P as of Q2 2026.

  • Bleakley Financial Group held 13,772 shares of Everpure Inc worth $1.09M as of Q2 2026.
  • Bleakley Financial Group bought 1,467 Everpure Inc shares in Q2 2026, an estimated $108K.
  • Everpure Inc made up 0.01% of Bleakley Financial Group's portfolio in Q2 2026, its #632 holding.
  • Bleakley Financial Group first reported a position in Everpure Inc in Q1 2024 and has held it in 7 quarters since.
  • 814 funds tracked by Wall St. Rank held Everpure Inc as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.