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 Q2	$1.62K	Buy	61 +27	+79%	+$635	﹤0.01%	3801
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 $19.5B AUM 2.08% 1-Year Est. Return

KBG

Kahn Brothers Group New York $633M AUM 39.01% 1-Year Est. Return

GCCM

Gate City Capital Management Chicago, Illinois $386M AUM 142.77% 1-Year Est. Return

RCMNY

Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

SCM

Solas Capital Management Darien, Connecticut $187M AUM 12.91% 1-Year Est. Return

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

EverSource Wealth Advisors increased its Seaport Entertainment Group (SEG) stake by 79% in Q2 2026, buying an estimated $635 and bringing the position to 61 shares worth $1.62K. The position accounts for ﹤0.01% of the portfolio, ranked #3801.

EverSource Wealth Advisors first reported a position in SEG in Q3 2024 and has held it in 8 quarters since. 116 funds tracked by Wall St. Rank hold SEG as of Q2 2026.

EverSource Wealth Advisors held 61 shares of Seaport Entertainment Group worth $1.62K as of Q2 2026.
EverSource Wealth Advisors bought 27 Seaport Entertainment Group shares in Q2 2026, an estimated $635.
Seaport Entertainment Group made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3801 holding.
EverSource Wealth Advisors first reported a position in Seaport Entertainment Group in Q3 2024 and has held it in 8 quarters since.
116 funds tracked by Wall St. Rank held Seaport Entertainment Group as of Q2 2026.

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