Fiduciary Alliance
P icon

Fiduciary Alliance’s Everpure Inc P Stock Holding History

Fiduciary Alliance’s Portfolio P Stock Details P Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.85M Sell
14,117
-104
-0.7% -$9.8K 0.14% 157
2026
Q2 		$1.12M Buy
14,221
+346
+2% +$25.4K 0.08% 255
2026
Q1 		$900K Buy
13,875
+2,675
+24% +$181K 0.05% 275
2025
Q4 		$751K Buy
11,200
+233
+2% +$19.5K 0.05% 279
2025
Q3 		$919K Buy
10,967
+282
+3% +$18.8K 0.06% 249
2025
Q2 		$615K Buy
+10,685
New +$532K 0.05% 293

Other funds holding P

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Pembroke Management
Pembroke Management Montreal, Quebec, Canada $809M AUM 17.64% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Sara-Bay Financial
Sara-Bay Financial Sarasota, Florida $384M AUM 23.31% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
UNICOM Systems
UNICOM Systems Las Vegas, Nevada $1.46B AUM 70.54% 1-Year Est. Return
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return
Counterpoint Mutual Funds
Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return

Fiduciary Alliance's P Position: Q3 2026 in Review

Fiduciary Alliance reduced its Everpure Inc (P) stake by 0.73% in Q3 2026, selling an estimated $9.8K and leaving 14,117 shares worth $1.85M. The position accounts for 0.14% of the portfolio, ranked #157.

Fiduciary Alliance first reported a position in P in Q2 2025 and has held it in 6 quarters since. 166 funds tracked by Wall St. Rank hold P as of Q3 2026.

  • Fiduciary Alliance held 14,117 shares of Everpure Inc worth $1.85M as of Q3 2026.
  • Fiduciary Alliance sold 104 Everpure Inc shares in Q3 2026, an estimated $9.8K.
  • Everpure Inc made up 0.14% of Fiduciary Alliance's portfolio in Q3 2026, its #157 holding.
  • Fiduciary Alliance first reported a position in Everpure Inc in Q2 2025 and has held it in 6 quarters since.
  • 166 funds tracked by Wall St. Rank held Everpure Inc as of Q3 2026.

Based on Fiduciary Alliance's 13F filing for Q3 2026, filed 13 Oct 2026.