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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
Q2 		– Sell
-31,000
Closed -$48.7K – 200
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 $227M AUM 64.76% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

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

Evernest Financial Advisors sold out of Stran & Co (SWAG) in Q2 2026, closing a stake of 31,000 shares — an estimated $48.7K sold.

Evernest Financial Advisors first reported a position in SWAG in Q4 2025 and held it in 2 quarters. The position peaked at $98.6K in Q4 2025. 23 funds tracked by Wall St. Rank hold SWAG as of Q2 2026.

  • Evernest Financial Advisors reported no remaining Stran & Co position as of Q2 2026 after selling out during the quarter.
  • Evernest Financial Advisors sold 31,000 Stran & Co shares in Q2 2026, an estimated $48.7K.
  • Evernest Financial Advisors first reported a position in Stran & Co in Q4 2025 and held it in 2 quarters.
  • Evernest Financial Advisors's Stran & Co position peaked at $98.6K in Q4 2025.
  • 23 funds tracked by Wall St. Rank held Stran & Co as of Q2 2026.

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