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Evernest Financial Advisors’s Stran & Co SWAG Stock Holding History

Evernest Financial Advisors’s Portfolio SWAG Stock Details SWAG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$48.7K Sell
31,000
-25,000
-45% -$45.4K 0.01% 178
2025
Q4 		$98.6K Buy
+56,000
New +$110K 0.02% 181

Other funds holding SWAG

MBAM
Mink Brook Asset Management West Palm Beach, Florida $179M AUM 37.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
MHP
Manatuck Hill Partners Westport, Connecticut $370M AUM 95.53% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Evernest Financial Advisors reduced its Stran & Co (SWAG) stake by 45% in Q1 2026, selling an estimated $45.4K and leaving 31,000 shares worth $48.7K. The position accounts for 0.01% of the portfolio, ranked #178.

Evernest Financial Advisors first reported a position in SWAG in Q4 2025 and has held it in 2 quarters since. The position peaked at $98.6K in Q4 2025. 18 funds tracked by Wall St. Rank hold SWAG as of Q1 2026.

  • Evernest Financial Advisors held 31,000 shares of Stran & Co worth $48.7K as of Q1 2026.
  • Evernest Financial Advisors sold 25,000 Stran & Co shares in Q1 2026, an estimated $45.4K.
  • Stran & Co made up 0.01% of Evernest Financial Advisors's portfolio in Q1 2026, its #178 holding.
  • Evernest Financial Advisors first reported a position in Stran & Co in Q4 2025 and has held it in 2 quarters since.
  • Evernest Financial Advisors's Stran & Co position peaked at $98.6K in Q4 2025.
  • 18 funds tracked by Wall St. Rank held Stran & Co as of Q1 2026.

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