EverSource Wealth Advisors’s Bally's BALY Stock Holding History

EverSource Wealth Advisors’s Portfolio BALY Stock Details BALY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.4K	Buy	102 +72	+240%	+$918	﹤0.01%	3860
2026 Q1	$289	Buy	30 +6	+25%	+$86	﹤0.01%	4154
2025 Q4	$397	Buy	24 +4	+20%	+$65	﹤0.01%	3922
2025 Q3	$222	Buy	+20	New	+$201	﹤0.01%	4088
2025 Q1	–	Sell	-30	Closed	-$537	–	4034
2024 Q4	$537	Buy	+30	New	+$529	﹤0.01%	3170
2024 Q1	–	Sell	-31	Closed	-$432	–	2905
2023 Q4	$432	Hold	31	–	–	﹤0.01%	2550
2023 Q3	$406	Buy	+31	New	+$474	﹤0.01%	2415

Other funds holding BALY

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

AlphaCentric Advisors San Juan, Puerto Rico $118M AUM

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

CWP

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

SCM

Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

HFS

Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return

EverSource Wealth Advisors's BALY Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Bally's (BALY) stake by 240% in Q2 2026, buying an estimated $918 and bringing the position to 102 shares worth $1.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3860.

EverSource Wealth Advisors first reported a position in BALY in Q3 2023 and has held it in 7 quarters since. 15 funds tracked by Wall St. Rank hold BALY as of Q2 2026.

EverSource Wealth Advisors held 102 shares of Bally's worth $1.4K as of Q2 2026.
EverSource Wealth Advisors bought 72 Bally's shares in Q2 2026, an estimated $918.
Bally's made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3860 holding.
EverSource Wealth Advisors first reported a position in Bally's in Q3 2023 and has held it in 7 quarters since.
15 funds tracked by Wall St. Rank held Bally's as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.