EWA
SEG

EverSource Wealth Advisors’s Seaport Entertainment Group SEG Stock Holding History

EverSource Wealth Advisors’s Portfolio SEG Stock Details SEG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$730 Buy
34
+24
+240% +$501 ﹤0.01% 3962
2025
Q4 		$198 Sell
10
-1
-9% -$22 ﹤0.01% 4027
2025
Q3 		$252 Buy
11
+4
+57% +$94 ﹤0.01% 4068
2025
Q2 		$131 Buy
7
+2
+40% +$38 ﹤0.01% 4098
2025
Q1 		$107 Hold
5
– – ﹤0.01% 3820
2024
Q4 		$140 Hold
5
– – ﹤0.01% 3498
2024
Q3 		$137 Buy
+5
New +$142 ﹤0.01% 2972

Other funds holding SEG

PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return
KBG
Kahn Brothers Group New York $564M AUM 25.3% 1-Year Est. Return
GCCM
Gate City Capital Management Chicago, Illinois $257M AUM 37.12% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
SCM
Solas Capital Management Darien, Connecticut $174M AUM 6.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

EverSource Wealth Advisors increased its Seaport Entertainment Group (SEG) stake by 240% in Q1 2026, buying an estimated $501 and bringing the position to 34 shares worth $730. The position accounts for ﹤0.01% of the portfolio, ranked #3962.

EverSource Wealth Advisors first reported a position in SEG in Q3 2024 and has held it in 7 quarters since. 118 funds tracked by Wall St. Rank hold SEG as of Q1 2026.

  • EverSource Wealth Advisors held 34 shares of Seaport Entertainment Group worth $730 as of Q1 2026.
  • EverSource Wealth Advisors bought 24 Seaport Entertainment Group shares in Q1 2026, an estimated $501.
  • Seaport Entertainment Group made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #3962 holding.
  • EverSource Wealth Advisors first reported a position in Seaport Entertainment Group in Q3 2024 and has held it in 7 quarters since.
  • 118 funds tracked by Wall St. Rank held Seaport Entertainment Group as of Q1 2026.

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