IFP Advisors’s Bassett Furniture BSET Stock Holding History

IFP Advisors’s Portfolio BSET Stock Details BSET Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$87	Sell	5 -47	-90%	-$903	﹤0.01%	5002
2026 Q2	$921	Buy	52 +51	+5,100%	+$757	﹤0.01%	4521
2026 Q1	$14	Hold	1	–	–	﹤0.01%	4944
2025 Q4	$17	Hold	1	–	–	﹤0.01%	4814
2025 Q3	$16	Buy	+1	New	+$17	﹤0.01%	4764
2023 Q1	–	Sell	-3,078	Closed	-$86K	–	3490
2022 Q4	$86K	Hold	3,078	–	–	﹤0.01%	1841
2022 Q3	$86K	Hold	3,078	–	–	﹤0.01%	1965
2022 Q2	$86K	Hold	3,078	–	–	﹤0.01%	1787
2022 Q1	$86K	Buy	+3,078	New	+$52.3K	﹤0.01%	1787
2019 Q4	–	Sell	-3,078	Closed	-$46K	–	2856
2019 Q3	$46K	Buy	+3,078	New	+$40.6K	﹤0.01%	1405
2017 Q4	–	Sell	-5,464	Closed	-$206K	–	3822
2017 Q3	$206K	Sell	5,464 -15,032	-73%	-$556K	0.01%	1122
2017 Q2	$778K	Hold	20,496	–	–	0.03%	509
2017 Q1	$551K	Hold	20,496	–	–	0.02%	628
2016 Q4	$623K	Hold	20,496	–	–	0.03%	539
2016 Q3	$477K	Hold	20,496	–	–	0.02%	580
2016 Q2	$491K	Buy	+20,496	New	+$595K	0.03%	548
2016 Q1	–	Sell	-20,496	Closed	-$514K	–	2480
2015 Q4	$514K	Buy	+20,496	New	+$611K	0.03%	493

Other funds holding BSET

Peapod Lane Capital Bedford Hills, New York $134M AUM 63.91% 1-Year Est. Return

Ares Financial Consulting Calabasas, California $145M AUM 16.02% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

IFP Advisors's BSET Position: Q3 2026 in Review

IFP Advisors reduced its Bassett Furniture (BSET) stake by 90% in Q3 2026, selling an estimated $903 and leaving 5 shares worth $87. The position accounts for ﹤0.01% of the portfolio, ranked #5002.

IFP Advisors first reported a position in BSET in Q4 2015 and has held it in 17 quarters since. The position peaked at $778K in Q2 2017. 8 funds tracked by Wall St. Rank hold BSET as of Q3 2026.

IFP Advisors held 5 shares of Bassett Furniture worth $87 as of Q3 2026.
IFP Advisors sold 47 Bassett Furniture shares in Q3 2026, an estimated $903.
Bassett Furniture made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #5002 holding.
IFP Advisors first reported a position in Bassett Furniture in Q4 2015 and has held it in 17 quarters since.
IFP Advisors's Bassett Furniture position peaked at $778K in Q2 2017.
8 funds tracked by Wall St. Rank held Bassett Furniture as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.