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Evernest Financial Advisors’s Research Solutions RSSS Stock Holding History

Evernest Financial Advisors’s Portfolio RSSS Stock Details RSSS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-12,208
Closed -$35K – 196
2025
Q2 		$35K Buy
+12,208
New +$33.4K 0.01% 171

Other funds holding RSSS

NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
CSC
Cove Street Capital El Segundo, California $76.6M AUM 36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
LCG
Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return
PL
Parthenon LLC Louisville, Kentucky $962M AUM 27.46% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Evernest Financial Advisors's RSSS Position: Q3 2025 in Review

Evernest Financial Advisors sold out of Research Solutions (RSSS) in Q3 2025, closing a stake of 12,208 shares — an estimated $35K sold.

Evernest Financial Advisors first reported a position in RSSS in Q2 2025 and held it in 1 quarter. The position peaked at $35K in Q2 2025. 49 funds tracked by Wall St. Rank hold RSSS as of Q3 2025.

  • Evernest Financial Advisors reported no remaining Research Solutions position as of Q3 2025 after selling out during the quarter.
  • Evernest Financial Advisors sold 12,208 Research Solutions shares in Q3 2025, an estimated $35K.
  • Evernest Financial Advisors first reported a position in Research Solutions in Q2 2025 and held it in 1 quarter.
  • Evernest Financial Advisors's Research Solutions position peaked at $35K in Q2 2025.
  • 49 funds tracked by Wall St. Rank held Research Solutions as of Q3 2025.

Based on Evernest Financial Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.