PSI
P

Planning Strategies Inc.’s Everpure Inc P Stock Holding History

Planning Strategies Inc.’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 		$3.47K Buy
+44
New +$3.22K ﹤0.01% 478

Other funds holding P

SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
FISPB
Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM
PM
Pembroke Management Montreal, Quebec, Canada $637M AUM 40.98% 1-Year Est. Return
US
UNICOM Systems Las Vegas, Nevada $1.53B AUM 148.94% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
FAMI
Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Planning Strategies Inc.'s P Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Everpure Inc (P) in Q2 2026: 44 shares worth $3.47K. The stake represents ﹤0.01% of the portfolio and ranks #478 among its holdings.

248 funds tracked by Wall St. Rank hold P as of Q2 2026.

  • Planning Strategies Inc. held 44 shares of Everpure Inc worth $3.47K as of Q2 2026.
  • Everpure Inc was a new Planning Strategies Inc. position in Q2 2026.
  • Everpure Inc made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #478 holding.
  • 248 funds tracked by Wall St. Rank held Everpure Inc as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.