EverSource Wealth Advisors’s Red Robin RRGB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$28K	Hold	3,500	–	–	﹤0.01%	2195
2026 Q1	$10.3K	Buy	3,500 +3,000	+600%	+$11.3K	﹤0.01%	2900
2025 Q4	$2.02K	Hold	500	–	–	﹤0.01%	3494
2025 Q3	$3.43K	Hold	500	–	–	﹤0.01%	3310
2025 Q2	$2.9K	Buy	+500	New	+$1.94K	﹤0.01%	3363
2024 Q1	–	Sell	-56	Closed	-$698	–	2979
2023 Q4	$698	Hold	56	–	–	﹤0.01%	2462
2023 Q3	$450	Buy	+56	New	+$667	﹤0.01%	2394

Other funds holding RRGB

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GatePass Capital Independence, Ohio $263M AUM 39.37% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return

BWL

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

HHCP

Hilton Head Capital Partners Hilton Head Island, South Carolina $198M AUM

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

EverSource Wealth Advisors held its Red Robin (RRGB) position steady in Q2 2026 at 3,500 shares worth $28K. The position accounts for ﹤0.01% of the portfolio, ranked #2195.

EverSource Wealth Advisors first reported a position in RRGB in Q3 2023 and has held it in 7 quarters since. 8 funds tracked by Wall St. Rank hold RRGB as of Q2 2026.

EverSource Wealth Advisors held 3,500 shares of Red Robin worth $28K as of Q2 2026.
EverSource Wealth Advisors left its Red Robin share count unchanged in Q2 2026.
Red Robin made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2195 holding.
EverSource Wealth Advisors first reported a position in Red Robin in Q3 2023 and has held it in 7 quarters since.
8 funds tracked by Wall St. Rank held Red Robin as of Q2 2026.

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