PFS
P

Prospera Financial Services’s Everpure Inc P Stock Holding History

Prospera Financial Services’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
Q2 		$519K Sell
6,587
-1,961
-23% -$144K 0.01% 1023
2026
Q1 		$505K Sell
8,548
-3,160
-27% -$214K 0.01% 978
2025
Q4 		$785K Buy
11,708
+511
+5% +$42.7K 0.01% 773
2025
Q3 		$938K Buy
11,197
+370
+3% +$24.6K 0.02% 700
2025
Q2 		$623K Buy
10,827
+537
+5% +$26.7K 0.01% 830
2025
Q1 		$455K Buy
10,290
+5,433
+112% +$328K 0.01% 814
2024
Q4 		$298K Sell
4,857
-103
-2% -$5.74K 0.01% 935
2024
Q3 		$249K Buy
4,960
+925
+23% +$52.3K 0.01% 996
2024
Q2 		$259K Buy
+4,035
New +$234K 0.01% 975
2022
Q3 		– Sell
-5,494
Closed -$141K – 1398
2022
Q2 		$141K Sell
5,494
-100
-2% -$2.77K 0.01% 815
2022
Q1 		$198K Sell
5,594
-24,233
-81% -$705K 0.01% 888
2021
Q4 		$971K Buy
+29,827
New +$866K 0.04% 423
2021
Q3 		– Sell
-11,100
Closed -$217K – 840
2021
Q2 		$217K Buy
11,100
+300
+3% +$5.9K 0.01% 744
2021
Q1 		$233K Buy
+10,800
New +$257K 0.01% 687

Other funds holding P

US
UNICOM Systems Las Vegas, Nevada $1.53B AUM 148.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return
SAM
Sycomore Asset Management Paris, France $932M AUM 51.25% 1-Year Est. Return
SBF
Sara-Bay Financial Sarasota, Florida $375M AUM 56.53% 1-Year Est. Return
SSA
Sierra Summit Advisors Incline Village, Nevada $895M AUM 106% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Prospera Financial Services's P Position: Q2 2026 in Review

Prospera Financial Services reduced its Everpure Inc (P) stake by 23% in Q2 2026, selling an estimated $144K and leaving 6,587 shares worth $519K. The position accounts for 0.01% of the portfolio, ranked #1023.

Prospera Financial Services first reported a position in P in Q1 2021 and has held it in 14 quarters since. The position peaked at $971K in Q4 2021. 104 funds tracked by Wall St. Rank hold P as of Q2 2026.

  • Prospera Financial Services held 6,587 shares of Everpure Inc worth $519K as of Q2 2026.
  • Prospera Financial Services sold 1,961 Everpure Inc shares in Q2 2026, an estimated $144K.
  • Everpure Inc made up 0.01% of Prospera Financial Services's portfolio in Q2 2026, its #1023 holding.
  • Prospera Financial Services first reported a position in Everpure Inc in Q1 2021 and has held it in 14 quarters since.
  • Prospera Financial Services's Everpure Inc position peaked at $971K in Q4 2021.
  • 104 funds tracked by Wall St. Rank held Everpure Inc as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.