Bleakley Financial Group
P icon

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
Q3 		$1.85M Buy
14,158
+386
+3% +$36.3K 0.02% 570
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 $2.32T AUM 44.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return

Bleakley Financial Group's P Position: Q3 2026 in Review

Bleakley Financial Group increased its Everpure Inc (P) stake by 2.8% in Q3 2026, buying an estimated $36.3K and bringing the position to 14,158 shares worth $1.85M. The position accounts for 0.02% of the portfolio, ranked #570.

Bleakley Financial Group first reported a position in P in Q1 2024 and has held it in 8 quarters since. 785 funds tracked by Wall St. Rank hold P as of Q3 2026.

  • Bleakley Financial Group held 14,158 shares of Everpure Inc worth $1.85M as of Q3 2026.
  • Bleakley Financial Group bought 386 Everpure Inc shares in Q3 2026, an estimated $36.3K.
  • Everpure Inc made up 0.02% of Bleakley Financial Group's portfolio in Q3 2026, its #570 holding.
  • Bleakley Financial Group first reported a position in Everpure Inc in Q1 2024 and has held it in 8 quarters since.
  • 785 funds tracked by Wall St. Rank held Everpure Inc as of Q3 2026.

Based on Bleakley Financial Group's 13F filing for Q3 2026, filed 13 Nov 2026.