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Evernest Financial Advisors’s LENSAR LNSR Stock Holding History

Evernest Financial Advisors’s Portfolio LNSR Stock Details LNSR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$344K Buy
+66,000
New +$717K 0.07% 138
2025
Q1 		– Sell
-19,500
Closed -$174K – 161
2024
Q4 		$174K Buy
+19,500
New +$129K 0.05% 158

Other funds holding LNSR

BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GLF
Groupe la Francaise Paris, France $7.29B AUM 37.28% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return
CIEC
Crédit Industriel et Commercial Paris France, France $1.28B AUM 41.08% 1-Year Est. Return
KA
Kerrisdale Advisers Miami, Florida $263M AUM 40.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Evernest Financial Advisors opened a new position in LENSAR (LNSR) in Q1 2026: 66,000 shares worth $344K. The stake represents 0.07% of the portfolio and ranks #138 among its holdings. This is a return to the name: Evernest Financial Advisors previously reported a position in LNSR as recently as Q4 2024.

Evernest Financial Advisors first reported a position in LNSR in Q4 2024 and has held it in 2 quarters since. 87 funds tracked by Wall St. Rank hold LNSR as of Q1 2026.

  • Evernest Financial Advisors held 66,000 shares of LENSAR worth $344K as of Q1 2026.
  • LENSAR was a new Evernest Financial Advisors position in Q1 2026.
  • LENSAR made up 0.07% of Evernest Financial Advisors's portfolio in Q1 2026, its #138 holding.
  • Evernest Financial Advisors first reported a position in LENSAR in Q4 2024 and has held it in 2 quarters since.
  • 87 funds tracked by Wall St. Rank held LENSAR as of Q1 2026.

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