EverSource Wealth Advisors
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EverSource Wealth Advisors’s Black Diamond Therapeutics BDTX Stock Holding History

EverSource Wealth Advisors’s Portfolio BDTX Stock Details BDTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$690 Buy
+366
New +$717 ﹤0.01% 4086
2025
Q3 		– Sell
-183
Closed -$454 – 4333
2025
Q2 		$454 Buy
183
+117
+177% +$225 ﹤0.01% 3918
2025
Q1 		$102 Buy
+66
New +$138 ﹤0.01% 3827

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Beacon Capital Management LLC (Tennessee)
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DLK Investment Management
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Kathmere Capital Management
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J. Safra Sarasin Holding
J. Safra Sarasin Holding $7.05B AUM 26.14% 1-Year Est. Return
Creative Planning
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China Universal Asset Management Company
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Nisa Investment Advisors
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EverSource Wealth Advisors's BDTX Position: Q3 2026 in Review

EverSource Wealth Advisors opened a new position in Black Diamond Therapeutics (BDTX) in Q3 2026: 366 shares worth $690. The stake represents ﹤0.01% of the portfolio and ranks #4086 among its holdings. This is a return to the name: EverSource Wealth Advisors previously reported a position in BDTX as recently as Q2 2025.

EverSource Wealth Advisors first reported a position in BDTX in Q1 2025 and has held it in 3 quarters since. 25 funds tracked by Wall St. Rank hold BDTX as of Q3 2026.

  • EverSource Wealth Advisors held 366 shares of Black Diamond Therapeutics worth $690 as of Q3 2026.
  • Black Diamond Therapeutics was a new EverSource Wealth Advisors position in Q3 2026.
  • Black Diamond Therapeutics made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q3 2026, its #4086 holding.
  • EverSource Wealth Advisors first reported a position in Black Diamond Therapeutics in Q1 2025 and has held it in 3 quarters since.
  • 25 funds tracked by Wall St. Rank held Black Diamond Therapeutics as of Q3 2026.

Based on EverSource Wealth Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.