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 Q3	$26.5K	Hold	3,500	–	–	﹤0.01%	2249
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 $77B AUM 19.24% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Hilton Head Capital Partners Hilton Head Island, South Carolina $185M AUM 26.97% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Larson Financial Group St Louis, Missouri $4.11B AUM 23.62% 1-Year Est. Return

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

EverSource Wealth Advisors held its Red Robin (RRGB) position steady in Q3 2026 at 3,500 shares worth $26.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2249.

EverSource Wealth Advisors first reported a position in RRGB in Q3 2023 and has held it in 8 quarters since. The position peaked at $28K in Q2 2026. 11 funds tracked by Wall St. Rank hold RRGB as of Q3 2026.

EverSource Wealth Advisors held 3,500 shares of Red Robin worth $26.5K as of Q3 2026.
EverSource Wealth Advisors left its Red Robin share count unchanged in Q3 2026.
Red Robin made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q3 2026, its #2249 holding.
EverSource Wealth Advisors first reported a position in Red Robin in Q3 2023 and has held it in 8 quarters since.
EverSource Wealth Advisors's Red Robin position peaked at $28K in Q2 2026.
11 funds tracked by Wall St. Rank held Red Robin as of Q3 2026.

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