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
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 $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

Bleakley Financial Group's P Position: Q1 2026 in Review

Bleakley Financial Group increased its Everpure Inc (P) stake by 11% in Q1 2026, buying an estimated $80.5K and bringing the position to 12,305 shares worth $726K. The position accounts for 0.01% of the portfolio, ranked #584.

Bleakley Financial Group first reported a position in P in Q1 2024 and has held it in 6 quarters since. The position peaked at $745K in Q4 2025. 763 funds tracked by Wall St. Rank hold P as of Q1 2026.

  • Bleakley Financial Group held 12,305 shares of Everpure Inc worth $726K as of Q1 2026.
  • Bleakley Financial Group bought 1,188 Everpure Inc shares in Q1 2026, an estimated $80.5K.
  • Everpure Inc made up 0.01% of Bleakley Financial Group's portfolio in Q1 2026, its #584 holding.
  • Bleakley Financial Group first reported a position in Everpure Inc in Q1 2024 and has held it in 6 quarters since.
  • Bleakley Financial Group's Everpure Inc position peaked at $745K in Q4 2025.
  • 763 funds tracked by Wall St. Rank held Everpure Inc as of Q1 2026.

Based on Bleakley Financial Group's 13F filing for Q1 2026, filed 4 May 2026.