EverSource Wealth Advisors’s Bumble BMBL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$22.9K	Buy	7,039 +4,975	+241%	+$16.5K	﹤0.01%	2419
2025 Q4	$7.37K	Sell	2,064 -98	-5%	-$434	﹤0.01%	2944
2025 Q3	$13.2K	Buy	2,162 +670	+45%	+$4.58K	﹤0.01%	2661
2025 Q2	$9.83K	Buy	1,492 +428	+40%	+$2.16K	﹤0.01%	2816
2025 Q1	$4.62K	Sell	1,064 -398	-27%	-$2.59K	﹤0.01%	2536
2024 Q4	$11.9K	Sell	1,462 -4,776	-77%	-$36.9K	﹤0.01%	1900
2024 Q3	$39.8K	Buy	6,238 +1,380	+28%	+$10.4K	﹤0.01%	1159
2024 Q2	$45.4K	Buy	4,858 +6	+0.1%	+$65	﹤0.01%	1132
2024 Q1	$49K	Sell	4,852 -358	-7%	-$4.56K	﹤0.01%	991
2023 Q4	$76.8K	Buy	5,210 +2,210	+74%	+$31.4K	0.01%	738
2023 Q3	$44.8K	Buy	+3,000	New	+$50.7K	﹤0.01%	856
2023 Q1	–	Sell	-200	Closed	-$4.21K	–	2394
2022 Q4	$4.21K	Buy	+200	New	+$4.6K	﹤0.01%	1672

Other funds holding BMBL

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

Accel Growth Fund V Associates Palo Alto, California $81.7M AUM 29.05% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Prudential Financial

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM