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SIMA Wealth Partners’s Bassett Furniture BSET Stock Holding History

SIMA Wealth Partners’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
2025
Q4 		– Sell
-501
Closed -$7.84K – 133
2025
Q3 		$7.84K Buy
+501
New +$8.38K 0.01% 128

Other funds holding BSET

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GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AF
Aegis Financial Mc Lean, Virginia $580M AUM 105.74% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
THC
Truffle Hound Capital Bethesda, Maryland $386M AUM 57.88% 1-Year Est. Return

SIMA Wealth Partners's BSET Position: Q4 2025 in Review

SIMA Wealth Partners sold out of Bassett Furniture (BSET) in Q4 2025, closing a stake of 501 shares — an estimated $7.84K sold.

SIMA Wealth Partners first reported a position in BSET in Q3 2025 and held it in 1 quarter. The position peaked at $7.84K in Q3 2025. 76 funds tracked by Wall St. Rank hold BSET as of Q4 2025.

  • SIMA Wealth Partners reported no remaining Bassett Furniture position as of Q4 2025 after selling out during the quarter.
  • SIMA Wealth Partners sold 501 Bassett Furniture shares in Q4 2025, an estimated $7.84K.
  • SIMA Wealth Partners first reported a position in Bassett Furniture in Q3 2025 and held it in 1 quarter.
  • SIMA Wealth Partners's Bassett Furniture position peaked at $7.84K in Q3 2025.
  • 76 funds tracked by Wall St. Rank held Bassett Furniture as of Q4 2025.

Based on SIMA Wealth Partners's 13F filing for Q4 2025, filed 28 May 2026.