EWA
TBHC

EverSource Wealth Advisors’s The Brand House Collective TBHC Stock Holding History

EverSource Wealth Advisors’s Portfolio TBHC Stock Details TBHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-50
Closed -$81 – 4103
2024
Q4 		$81 Hold
50
– – ﹤0.01% 3581
2024
Q3 		$110 Hold
50
– – ﹤0.01% 2978
2024
Q2 		$90 Hold
50
– – ﹤0.01% 2997
2024
Q1 		$96 Hold
50
– – ﹤0.01% 2827
2023
Q4 		$151 Hold
50
– – ﹤0.01% 2588
2023
Q3 		$86 Hold
50
– – ﹤0.01% 2457
2023
Q2 		$140 Hold
50
– – ﹤0.01% 2431
2023
Q1 		$143 Hold
50
– – ﹤0.01% 2322
2022
Q4 		$165 Hold
50
– – ﹤0.01% 2262
2022
Q3 		$0 Buy
+50
New +$192 ﹤0.01% 2052

Other funds holding TBHC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
PEAK6
PEAK6 Chicago, Illinois $42.6B AUM 66.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SC
Shay Capital New York $1.2B AUM 37.47% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
DFG
Dupree Financial Group Lexington, Kentucky $267M AUM 42.76% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

EverSource Wealth Advisors's TBHC Position: Q1 2025 in Review

EverSource Wealth Advisors sold out of The Brand House Collective (TBHC) in Q1 2025, closing a stake of 50 shares — an estimated $81 sold.

EverSource Wealth Advisors first reported a position in TBHC in Q3 2022 and held it in 10 quarters. The position peaked at $165 in Q4 2022. 30 funds tracked by Wall St. Rank hold TBHC as of Q1 2025.

  • EverSource Wealth Advisors reported no remaining The Brand House Collective position as of Q1 2025 after selling out during the quarter.
  • EverSource Wealth Advisors sold 50 The Brand House Collective shares in Q1 2025, an estimated $81.
  • EverSource Wealth Advisors first reported a position in The Brand House Collective in Q3 2022 and held it in 10 quarters.
  • EverSource Wealth Advisors's The Brand House Collective position peaked at $165 in Q4 2022.
  • 30 funds tracked by Wall St. Rank held The Brand House Collective as of Q1 2025.

Based on EverSource Wealth Advisors's 13F filing for Q1 2025, filed 13 May 2025.