EFA
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Evernest Financial Advisors’s Flexible Solutions FSI Stock Holding History

Evernest Financial Advisors’s Portfolio FSI Stock Details FSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-61,400
Closed -$310K – 173
2025
Q1 		$310K Buy
+61,400
New +$338K 0.11% 126

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PCM
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Dimensional Fund Advisors
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BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
RIA
Regal Investment Advisors Kentwood, Michigan $1.73B AUM 17.74% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $891M AUM 30.4% 1-Year Est. Return

Evernest Financial Advisors's FSI Position: Q2 2025 in Review

Evernest Financial Advisors sold out of Flexible Solutions (FSI) in Q2 2025, closing a stake of 61,400 shares — an estimated $310K sold.

Evernest Financial Advisors first reported a position in FSI in Q1 2025 and held it in 1 quarter. The position peaked at $310K in Q1 2025. 23 funds tracked by Wall St. Rank hold FSI as of Q2 2025.

  • Evernest Financial Advisors reported no remaining Flexible Solutions position as of Q2 2025 after selling out during the quarter.
  • Evernest Financial Advisors sold 61,400 Flexible Solutions shares in Q2 2025, an estimated $310K.
  • Evernest Financial Advisors first reported a position in Flexible Solutions in Q1 2025 and held it in 1 quarter.
  • Evernest Financial Advisors's Flexible Solutions position peaked at $310K in Q1 2025.
  • 23 funds tracked by Wall St. Rank held Flexible Solutions as of Q2 2025.

Based on Evernest Financial Advisors's 13F filing for Q2 2025, filed 28 Jul 2025.