EverSource Wealth Advisors, LLC
Position in BBWI — Bath & Body Works, Inc.
CIK 1710537
BIRMINGHAM, AL
Position in BBWI
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$166,868
+$45,327 QoQ
Shares Held
8,938
+47.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in BBWI Over Time
Shares Held
Position Value (USD)
Position in Specialty Retail
Consumer Cyclical · as of Mar 31, 2026EverSource Wealth Advisors, LLC holds $3,055,180 across 30 Specialty Retail names. BBWI ranks #7 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ULTA |
Ulta Beauty, Inc.
|
1,670 | $872,922 | |
| 2 | FIVE |
Five Below, Inc
|
2,275 | $519,787 | |
| 3 | CASY |
Caseys General Stores Inc
|
470 | $342,087 | |
| 4 | BBY |
Best Buy Co Inc
|
4,910 | $315,216 | |
| 5 | TSCO |
Tractor Supply Co /De/
|
4,904 | $222,147 | |
| 6 | WSM |
Williams Sonoma Inc
|
953 | $173,752 | |
| 7 | BBWI |
Bath & Body Works, Inc.
This page
|
8,938 | $166,868 | |
| 8 | MUSA |
Murphy USA Inc.
|
263 | $129,906 |
All Filings in BBWI
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $166,868 | 8,938 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $121,541 | 6,053 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $163,007 | 6,328 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $133,499 | 4,456 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $52,816 | 1,742 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $63,154 | 1,629 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $24,800 | 777 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $35,572 | 911 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $43,365 | 867 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $34,742 | 805 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $15,818 | 468 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $28,049 | 748 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $55,563 | 1,519 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $64,262 | 1,525 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $40,717 | 1,249 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $28,588 | 1,062 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $27,962 | 585 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $6,909 | 99 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||