PDS Planning
P icon

PDS Planning’s Everpure Inc P Stock Holding History

PDS Planning’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 		$320K Buy
+2,450
New +$231K 0.02% 424

Other funds holding P

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

PDS Planning's P Position: Q3 2026 in Review

PDS Planning opened a new position in Everpure Inc (P) in Q3 2026: 2,450 shares worth $320K. The stake represents 0.02% of the portfolio and ranks #424 among its holdings.

484 funds tracked by Wall St. Rank hold P as of Q3 2026.

  • PDS Planning held 2,450 shares of Everpure Inc worth $320K as of Q3 2026.
  • Everpure Inc was a new PDS Planning position in Q3 2026.
  • Everpure Inc made up 0.02% of PDS Planning's portfolio in Q3 2026, its #424 holding.
  • 484 funds tracked by Wall St. Rank held Everpure Inc as of Q3 2026.

Based on PDS Planning's 13F filing for Q3 2026, filed 3 Nov 2026.