EWA
FBYD icon

EverSource Wealth Advisors’s Falcon's Beyond FBYD Stock Holding History

EverSource Wealth Advisors’s Portfolio FBYD Stock Details FBYD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$466 Buy
26
+2
+8% +$28 ﹤0.01% 4147
2026
Q1 		$338 Buy
+24
New +$174 ﹤0.01% 4124

Other funds holding FBYD

AFA
AllGen Financial Advisors Orlando, Florida $458M AUM 16.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return
HFS
Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return

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

EverSource Wealth Advisors increased its Falcon's Beyond (FBYD) stake by 8.3% in Q2 2026, buying an estimated $28 and bringing the position to 26 shares worth $466. The position accounts for ﹤0.01% of the portfolio, ranked #4147.

EverSource Wealth Advisors first reported a position in FBYD in Q1 2026 and has held it in 2 quarters since. 8 funds tracked by Wall St. Rank hold FBYD as of Q2 2026.

  • EverSource Wealth Advisors held 26 shares of Falcon's Beyond worth $466 as of Q2 2026.
  • EverSource Wealth Advisors bought 2 Falcon's Beyond shares in Q2 2026, an estimated $28.
  • Falcon's Beyond made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #4147 holding.
  • EverSource Wealth Advisors first reported a position in Falcon's Beyond in Q1 2026 and has held it in 2 quarters since.
  • 8 funds tracked by Wall St. Rank held Falcon's Beyond as of Q2 2026.

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