EverSource Wealth Advisors’s Phoenix Education Partners PXED Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$566	Buy	+18	New	+$537	﹤0.01%	4042

Other funds holding PXED

AMH

Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

EverSource Wealth Advisors opened a new position in Phoenix Education Partners (PXED) in Q1 2026: 18 shares worth $566. The stake represents ﹤0.01% of the portfolio and ranks #4042 among its holdings.

82 funds tracked by Wall St. Rank hold PXED as of Q1 2026.

EverSource Wealth Advisors held 18 shares of Phoenix Education Partners worth $566 as of Q1 2026.
Phoenix Education Partners was a new EverSource Wealth Advisors position in Q1 2026.
Phoenix Education Partners made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #4042 holding.
82 funds tracked by Wall St. Rank held Phoenix Education Partners as of Q1 2026.

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