EWA
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EverSource Wealth Advisors’s Bullfrog AI BFRG Stock Holding History

EverSource Wealth Advisors’s Portfolio BFRG Stock Details BFRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$816 Hold
486
– – ﹤0.01% 3923
2025
Q4 		$429 Buy
+486
New +$568 ﹤0.01% 3907

Other funds holding BFRG

JSSH
J. Safra Sarasin Holding $5.87B AUM 24.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
FFG
Fortem Financial Group Palm Desert, California $399M AUM 47.19% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
SRL
Scientech Research LLC Jersey City, New Jersey $120M AUM 73.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

EverSource Wealth Advisors's BFRG Position: Q1 2026 in Review

EverSource Wealth Advisors held its Bullfrog AI (BFRG) position steady in Q1 2026 at 486 shares worth $816. The position accounts for ﹤0.01% of the portfolio, ranked #3923.

EverSource Wealth Advisors first reported a position in BFRG in Q4 2025 and has held it in 2 quarters since. 19 funds tracked by Wall St. Rank hold BFRG as of Q1 2026.

  • EverSource Wealth Advisors held 486 shares of Bullfrog AI worth $816 as of Q1 2026.
  • EverSource Wealth Advisors left its Bullfrog AI share count unchanged in Q1 2026.
  • Bullfrog AI made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #3923 holding.
  • EverSource Wealth Advisors first reported a position in Bullfrog AI in Q4 2025 and has held it in 2 quarters since.
  • 19 funds tracked by Wall St. Rank held Bullfrog AI as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.