EverSource Wealth Advisors’s Bassett Furniture BSET Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$426	Buy	24 +20	+500%	+$297	﹤0.01%	4158
2026 Q1	$57	Buy	4 +3	+300%	+$46	﹤0.01%	4315
2025 Q4	$17	Sell	1 -2	-67%	-$31	﹤0.01%	4226
2025 Q3	$47	Buy	+3	New	+$50	﹤0.01%	4256

Other funds holding BSET

PLC

Peapod Lane Capital Bedford Hills, New York $148M AUM 89.92% 1-Year Est. Return

Westhampton Capital Winston-Salem, North Carolina $241M AUM 38.64% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

1IA

1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return

AFC

Ares Financial Consulting Calabasas, California $139M AUM

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

SIC

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

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

EverSource Wealth Advisors increased its Bassett Furniture (BSET) stake by 500% in Q2 2026, buying an estimated $297 and bringing the position to 24 shares worth $426. The position accounts for ﹤0.01% of the portfolio, ranked #4158.

EverSource Wealth Advisors first reported a position in BSET in Q3 2025 and has held it in 4 quarters since. 14 funds tracked by Wall St. Rank hold BSET as of Q2 2026.

EverSource Wealth Advisors held 24 shares of Bassett Furniture worth $426 as of Q2 2026.
EverSource Wealth Advisors bought 20 Bassett Furniture shares in Q2 2026, an estimated $297.
Bassett Furniture made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #4158 holding.
EverSource Wealth Advisors first reported a position in Bassett Furniture in Q3 2025 and has held it in 4 quarters since.
14 funds tracked by Wall St. Rank held Bassett Furniture as of Q2 2026.

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