EFA
TSSI

Evernest Financial Advisors’s TSS Inc TSSI Stock Holding History

Evernest Financial Advisors’s Portfolio TSSI Stock Details TSSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$431K Buy
+35,000
New +$472K 0.09% 127
2025
Q1 		– Sell
-135,341
Closed -$1.61M – 174
2024
Q4 		$1.61M Buy
+135,341
New +$1.31M 0.42% 39

Other funds holding TSSI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Evernest Financial Advisors opened a new position in TSS Inc (TSSI) in Q2 2026: 35,000 shares worth $431K. The stake represents 0.09% of the portfolio and ranks #127 among its holdings. This is a return to the name: Evernest Financial Advisors previously reported a position in TSSI as recently as Q4 2024.

Evernest Financial Advisors first reported a position in TSSI in Q4 2024 and has held it in 2 quarters since. The position peaked at $1.61M in Q4 2024. 124 funds tracked by Wall St. Rank hold TSSI as of Q2 2026.

  • Evernest Financial Advisors held 35,000 shares of TSS Inc worth $431K as of Q2 2026.
  • TSS Inc was a new Evernest Financial Advisors position in Q2 2026.
  • TSS Inc made up 0.09% of Evernest Financial Advisors's portfolio in Q2 2026, its #127 holding.
  • Evernest Financial Advisors first reported a position in TSS Inc in Q4 2024 and has held it in 2 quarters since.
  • Evernest Financial Advisors's TSS Inc position peaked at $1.61M in Q4 2024.
  • 124 funds tracked by Wall St. Rank held TSS Inc as of Q2 2026.

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