EverSource Wealth Advisors
BWMN icon

EverSource Wealth Advisors’s Bowman Consulting BWMN Stock Holding History

EverSource Wealth Advisors’s Portfolio BWMN Stock Details BWMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.18K Buy
51
+41
+410% +$1.48K ﹤0.01% 3707
2026
Q2 		$292 Hold
10
– – ﹤0.01% 4206
2026
Q1 		$284 Buy
10
+5
+100% +$163 ﹤0.01% 4159
2025
Q4 		$165 Hold
5
– – ﹤0.01% 4050
2025
Q3 		$212 Hold
5
– – ﹤0.01% 4100
2025
Q2 		$144 Sell
5
-3
-38% -$74 ﹤0.01% 4086
2025
Q1 		$175 Buy
+8
New +$186 ﹤0.01% 3725

Other funds holding BWMN

Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
First Trust Capital Management
First Trust Capital Management Chicago, Illinois $2.08B AUM 59.2% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Summit Creek Advisors
Summit Creek Advisors Minneapolis, Minnesota $250M AUM 18.04% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Wolverine Asset Management
Wolverine Asset Management Chicago, Illinois $14.9B AUM 3.61% 1-Year Est. Return
Skylands Capital
Skylands Capital Milwaukee, Wisconsin $762M AUM 14.92% 1-Year Est. Return

EverSource Wealth Advisors's BWMN Position: Q3 2026 in Review

EverSource Wealth Advisors increased its Bowman Consulting (BWMN) stake by 410% in Q3 2026, buying an estimated $1.48K and bringing the position to 51 shares worth $2.18K. The position accounts for ﹤0.01% of the portfolio, ranked #3707.

EverSource Wealth Advisors first reported a position in BWMN in Q1 2025 and has held it in 7 quarters since. 63 funds tracked by Wall St. Rank hold BWMN as of Q3 2026.

  • EverSource Wealth Advisors held 51 shares of Bowman Consulting worth $2.18K as of Q3 2026.
  • EverSource Wealth Advisors bought 41 Bowman Consulting shares in Q3 2026, an estimated $1.48K.
  • Bowman Consulting made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q3 2026, its #3707 holding.
  • EverSource Wealth Advisors first reported a position in Bowman Consulting in Q1 2025 and has held it in 7 quarters since.
  • 63 funds tracked by Wall St. Rank held Bowman Consulting as of Q3 2026.

Based on EverSource Wealth Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.