EverSource Wealth Advisors’s Biglari Holdings Class B BH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.11K	Buy	12 +1	+9%	+$312	﹤0.01%	3270
2026 Q1	$3.63K	Hold	11	–	–	﹤0.01%	3410
2025 Q4	$3.66K	Buy	11 +2	+22%	+$671	﹤0.01%	3246
2025 Q3	$2.91K	Hold	9	–	–	﹤0.01%	3388
2025 Q2	$2.63K	Buy	9 +6	+200%	+$1.46K	﹤0.01%	3409
2025 Q1	$650	Buy	+3	New	+$684	﹤0.01%	3372

Other funds holding BH

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

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

CCM

Check Capital Management Costa Mesa, California $7.52B AUM 15.3% 1-Year Est. Return

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

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

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

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 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

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

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

EverSource Wealth Advisors increased its Biglari Holdings Class B (BH) stake by 9.1% in Q2 2026, buying an estimated $312 and bringing the position to 12 shares worth $5.11K. The position accounts for ﹤0.01% of the portfolio, ranked #3270.

EverSource Wealth Advisors first reported a position in BH in Q1 2025 and has held it in 6 quarters since. 26 funds tracked by Wall St. Rank hold BH as of Q2 2026.

EverSource Wealth Advisors held 12 shares of Biglari Holdings Class B worth $5.11K as of Q2 2026.
EverSource Wealth Advisors bought 1 Biglari Holdings Class B share in Q2 2026, an estimated $312.
Biglari Holdings Class B made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3270 holding.
EverSource Wealth Advisors first reported a position in Biglari Holdings Class B in Q1 2025 and has held it in 6 quarters since.
26 funds tracked by Wall St. Rank held Biglari Holdings Class B as of Q2 2026.

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