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EverSource Wealth Advisors’s Smartbird Inc BIRD Stock Holding History

EverSource Wealth Advisors’s Portfolio BIRD Stock Details BIRD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$400 Buy
+100
New +$515 ﹤0.01% 4168
2023
Q1 		– Sell
-157
Closed -$7.58K – 2392
2022
Q4 		$7.58K Buy
+157
New +$9.2K ﹤0.01% 1440

Other funds holding BIRD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AFM
Anson Funds Management Dallas, Texas $1.68B AUM 373.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CCA
Cygnus Capital Advisors Atlanta, Georgia $147M AUM
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SIM
Spark Investment Management New York $51.2M AUM 87.14% 1-Year Est. Return

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

EverSource Wealth Advisors opened a new position in Smartbird Inc (BIRD) in Q2 2026: 100 shares worth $400. The stake represents ﹤0.01% of the portfolio and ranks #4168 among its holdings. This is a return to the name: EverSource Wealth Advisors previously reported a position in BIRD as recently as Q4 2022.

EverSource Wealth Advisors first reported a position in BIRD in Q4 2022 and has held it in 2 quarters since. The position peaked at $7.58K in Q4 2022. 43 funds tracked by Wall St. Rank hold BIRD as of Q2 2026.

  • EverSource Wealth Advisors held 100 shares of Smartbird Inc worth $400 as of Q2 2026.
  • Smartbird Inc was a new EverSource Wealth Advisors position in Q2 2026.
  • Smartbird Inc made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #4168 holding.
  • EverSource Wealth Advisors first reported a position in Smartbird Inc in Q4 2022 and has held it in 2 quarters since.
  • EverSource Wealth Advisors's Smartbird Inc position peaked at $7.58K in Q4 2022.
  • 43 funds tracked by Wall St. Rank held Smartbird Inc as of Q2 2026.

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