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Evernest Financial Advisors’s Better Online Solutions BOSC Stock Holding History

Evernest Financial Advisors’s Portfolio BOSC Stock Details BOSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$876K Sell
181,412
-142,588
-44% -$693K 0.18% 84
2025
Q4 		$1.59M Buy
324,000
+278,000
+604% +$1.35M 0.33% 44
2025
Q3 		$219K Sell
46,000
-106,000
-70% -$518K 0.06% 174
2025
Q2 		$737K Sell
152,000
-14,500
-9% -$59.4K 0.24% 87
2025
Q1 		$629K Buy
+166,500
New +$637K 0.23% 92

Other funds holding BOSC

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
MCM
Militia Capital Management Austin, Texas $454M AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return

Evernest Financial Advisors's BOSC Position: Q1 2026 in Review

Evernest Financial Advisors reduced its Better Online Solutions (BOSC) stake by 44% in Q1 2026, selling an estimated $693K and leaving 181,412 shares worth $876K. The position accounts for 0.18% of the portfolio, ranked #84.

Evernest Financial Advisors first reported a position in BOSC in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.59M in Q4 2025. 20 funds tracked by Wall St. Rank hold BOSC as of Q1 2026.

  • Evernest Financial Advisors held 181,412 shares of Better Online Solutions worth $876K as of Q1 2026.
  • Evernest Financial Advisors sold 142,588 Better Online Solutions shares in Q1 2026, an estimated $693K.
  • Better Online Solutions made up 0.18% of Evernest Financial Advisors's portfolio in Q1 2026, its #84 holding.
  • Evernest Financial Advisors first reported a position in Better Online Solutions in Q1 2025 and has held it in 5 quarters since.
  • Evernest Financial Advisors's Better Online Solutions position peaked at $1.59M in Q4 2025.
  • 20 funds tracked by Wall St. Rank held Better Online Solutions as of Q1 2026.

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