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EverSource Wealth Advisors’s Bloomin' Brands BLMN Stock Holding History

EverSource Wealth Advisors’s Portfolio BLMN Stock Details BLMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$11.1K Buy
2,052
+1,949
+1,892% +$12.5K ﹤0.01% 2859
2025
Q4 		$636 Sell
103
-989
-91% -$6.89K ﹤0.01% 3816
2025
Q3 		$7.83K Sell
1,092
-668
-38% -$5.37K ﹤0.01% 2952
2025
Q2 		$15.2K Buy
1,760
+648
+58% +$5.2K ﹤0.01% 2507
2025
Q1 		$7.98K Sell
1,112
-530
-32% -$5.62K ﹤0.01% 2243
2024
Q4 		$20.1K Buy
1,642
+531
+48% +$7.61K ﹤0.01% 1621
2024
Q3 		$18.4K Hold
1,111
– – ﹤0.01% 1536
2024
Q2 		$23.2K Sell
1,111
-161
-13% -$3.77K ﹤0.01% 1433
2024
Q1 		$32.8K Hold
1,272
– – ﹤0.01% 1152
2023
Q4 		$35.8K Buy
1,272
+11
+0.9% +$267 ﹤0.01% 1027
2023
Q3 		$31K Buy
1,261
+1,100
+683% +$29.2K ﹤0.01% 968
2023
Q2 		$4.33K Hold
161
– – ﹤0.01% 1790
2023
Q1 		$4.13K Hold
161
– – ﹤0.01% 1712
2022
Q4 		$3.24K Sell
161
-99
-38% -$2.15K ﹤0.01% 1753
2022
Q3 		$5K Sell
260
-512
-66% -$10.2K ﹤0.01% 1346
2022
Q2 		$13K Buy
772
+649
+528% +$13.2K ﹤0.01% 952
2022
Q1 		$3K Buy
+123
New +$2.65K ﹤0.01% 1396

Other funds holding BLMN

SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

EverSource Wealth Advisors increased its Bloomin' Brands (BLMN) stake by 1,892% in Q1 2026, buying an estimated $12.5K and bringing the position to 2,052 shares worth $11.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2859.

EverSource Wealth Advisors first reported a position in BLMN in Q1 2022 and has held it in 17 quarters since. The position peaked at $35.8K in Q4 2023. 226 funds tracked by Wall St. Rank hold BLMN as of Q1 2026.

  • EverSource Wealth Advisors held 2,052 shares of Bloomin' Brands worth $11.1K as of Q1 2026.
  • EverSource Wealth Advisors bought 1,949 Bloomin' Brands shares in Q1 2026, an estimated $12.5K.
  • Bloomin' Brands made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #2859 holding.
  • EverSource Wealth Advisors first reported a position in Bloomin' Brands in Q1 2022 and has held it in 17 quarters since.
  • EverSource Wealth Advisors's Bloomin' Brands position peaked at $35.8K in Q4 2023.
  • 226 funds tracked by Wall St. Rank held Bloomin' Brands as of Q1 2026.

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