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 Q2	$894K	Buy	199,148 +17,736	+10%	+$79.9K	0.19%	85
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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

MCM

Militia Capital Management Austin, Texas $3.37B AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

JIR

James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Evernest Financial Advisors's BOSC Position: Q2 2026 in Review

Evernest Financial Advisors increased its Better Online Solutions (BOSC) stake by 9.8% in Q2 2026, buying an estimated $79.9K and bringing the position to 199,148 shares worth $894K. The position accounts for 0.19% of the portfolio, ranked #85.

Evernest Financial Advisors first reported a position in BOSC in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.59M in Q4 2025. 21 funds tracked by Wall St. Rank hold BOSC as of Q2 2026.

Evernest Financial Advisors held 199,148 shares of Better Online Solutions worth $894K as of Q2 2026.
Evernest Financial Advisors bought 17,736 Better Online Solutions shares in Q2 2026, an estimated $79.9K.
Better Online Solutions made up 0.19% of Evernest Financial Advisors's portfolio in Q2 2026, its #85 holding.
Evernest Financial Advisors first reported a position in Better Online Solutions in Q1 2025 and has held it in 6 quarters since.
Evernest Financial Advisors's Better Online Solutions position peaked at $1.59M in Q4 2025.
21 funds tracked by Wall St. Rank held Better Online Solutions as of Q2 2026.

Based on Evernest Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.