KF
P

Krilogy Financial’s Everpure Inc P Stock Holding History

Krilogy Financial’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
Q1 		$646K Buy
9,532
+986
+12% +$66.8K 0.02% 500
2025
Q4 		$622K Sell
8,546
-4,963
-37% -$415K 0.02% 483
2025
Q3 		$1.31M Buy
+13,509
New +$898K 0.05% 274
2018
Q4 		– Sell
-100
Closed -$3K – 534
2018
Q3 		$3K Buy
+100
New +$2.48K ﹤0.01% 691

Other funds holding P

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Krilogy Financial's P Position: Q1 2026 in Review

Krilogy Financial increased its Everpure Inc (P) stake by 12% in Q1 2026, buying an estimated $66.8K and bringing the position to 9,532 shares worth $646K. The position accounts for 0.02% of the portfolio, ranked #500.

Krilogy Financial first reported a position in P in Q3 2018 and has held it in 4 quarters since. The position peaked at $1.31M in Q3 2025. 763 funds tracked by Wall St. Rank hold P as of Q1 2026.

  • Krilogy Financial held 9,532 shares of Everpure Inc worth $646K as of Q1 2026.
  • Krilogy Financial bought 986 Everpure Inc shares in Q1 2026, an estimated $66.8K.
  • Everpure Inc made up 0.02% of Krilogy Financial's portfolio in Q1 2026, its #500 holding.
  • Krilogy Financial first reported a position in Everpure Inc in Q3 2018 and has held it in 4 quarters since.
  • Krilogy Financial's Everpure Inc position peaked at $1.31M in Q3 2025.
  • 763 funds tracked by Wall St. Rank held Everpure Inc as of Q1 2026.

Based on Krilogy Financial's 13F filing for Q1 2026, filed 17 Apr 2026.