EverSource Wealth Advisors’s Zhibao Technology Inc ZBAO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-1,325	Closed	-$1.34K	–	4501
2025 Q2	$1.34K	Buy	+1,325	New	+$1.43K	﹤0.01%	3648

Other funds holding ZBAO

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

EverSource Wealth Advisors's ZBAO Position: Q3 2025 in Review

EverSource Wealth Advisors sold out of Zhibao Technology Inc (ZBAO) in Q3 2025, closing a stake of 1,325 shares — an estimated $1.34K sold.

EverSource Wealth Advisors first reported a position in ZBAO in Q2 2025 and held it in 1 quarter. The position peaked at $1.34K in Q2 2025. 2 funds tracked by Wall St. Rank hold ZBAO as of Q3 2025.

EverSource Wealth Advisors reported no remaining Zhibao Technology Inc position as of Q3 2025 after selling out during the quarter.
EverSource Wealth Advisors sold 1,325 Zhibao Technology Inc shares in Q3 2025, an estimated $1.34K.
EverSource Wealth Advisors first reported a position in Zhibao Technology Inc in Q2 2025 and held it in 1 quarter.
EverSource Wealth Advisors's Zhibao Technology Inc position peaked at $1.34K in Q2 2025.
2 funds tracked by Wall St. Rank held Zhibao Technology Inc as of Q3 2025.

Based on EverSource Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.