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Evernest Financial Advisors’s BranchOut Food BOF Stock Holding History

Evernest Financial Advisors’s Portfolio BOF Stock Details BOF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-176,700
Closed -$362K – 189
2025
Q3 		$362K Buy
176,700
+150,700
+580% +$355K 0.1% 136
2025
Q2 		$63.2K Sell
26,000
-131,000
-83% -$265K 0.02% 170
2025
Q1 		$386K Buy
+157,000
New +$322K 0.14% 113

Other funds holding BOF

BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CSIC
Clifford Swan Investment Counsel Pasadena, California $2.94B AUM 21.31% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CFP
Cascade Financial Partners San Diego, California $970M AUM 19.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Evernest Financial Advisors's BOF Position: Q4 2025 in Review

Evernest Financial Advisors sold out of BranchOut Food (BOF) in Q4 2025, closing a stake of 176,700 shares — an estimated $362K sold.

Evernest Financial Advisors first reported a position in BOF in Q1 2025 and held it in 3 quarters. The position peaked at $386K in Q1 2025. 20 funds tracked by Wall St. Rank hold BOF as of Q4 2025.

  • Evernest Financial Advisors reported no remaining BranchOut Food position as of Q4 2025 after selling out during the quarter.
  • Evernest Financial Advisors sold 176,700 BranchOut Food shares in Q4 2025, an estimated $362K.
  • Evernest Financial Advisors first reported a position in BranchOut Food in Q1 2025 and held it in 3 quarters.
  • Evernest Financial Advisors's BranchOut Food position peaked at $386K in Q1 2025.
  • 20 funds tracked by Wall St. Rank held BranchOut Food as of Q4 2025.

Based on Evernest Financial Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.