EWA
BKKT icon

EverSource Wealth Advisors’s Bakkt Inc BKKT Stock Holding History

EverSource Wealth Advisors’s Portfolio BKKT Stock Details BKKT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.8K Sell
358
-200
-36% -$1.79K ﹤0.01% 3576
2026
Q1 		$4.11K Buy
+558
New +$6.61K ﹤0.01% 3353

Other funds holding BKKT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
AFC
Alpine Fox Capital Las Vegas, Nevada $211M AUM 226.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WAM
Weiss Asset Management Boston, Massachusetts $9.54B AUM 55.06% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its Bakkt Inc (BKKT) stake by 36% in Q2 2026, selling an estimated $1.79K and leaving 358 shares worth $2.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3576.

EverSource Wealth Advisors first reported a position in BKKT in Q1 2026 and has held it in 2 quarters since. The position peaked at $4.11K in Q1 2026. 98 funds tracked by Wall St. Rank hold BKKT as of Q2 2026.

  • EverSource Wealth Advisors held 358 shares of Bakkt Inc worth $2.8K as of Q2 2026.
  • EverSource Wealth Advisors sold 200 Bakkt Inc shares in Q2 2026, an estimated $1.79K.
  • Bakkt Inc made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3576 holding.
  • EverSource Wealth Advisors first reported a position in Bakkt Inc in Q1 2026 and has held it in 2 quarters since.
  • EverSource Wealth Advisors's Bakkt Inc position peaked at $4.11K in Q1 2026.
  • 98 funds tracked by Wall St. Rank held Bakkt Inc as of Q2 2026.

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