EverSource Wealth Advisors, LLC
Position in BCX — BlackRock Resources & Commodities Strategy Trust
CIK 1710537
BIRMINGHAM, AL
Position in BCX
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$176,990
+$15,716 QoQ
Shares Held
14,688
0.0% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BCX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026EverSource Wealth Advisors, LLC holds $65,983,385 across 134 Asset Management names. BCX ranks #24 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APO |
Apollo Global Management, Inc.
|
260,401 | $29,013,874 | |
| 2 | KKR |
KKR & Co. Inc.
|
115,809 | $10,712,330 | |
| 3 | BX |
Blackstone Inc.
|
62,997 | $7,244,019 | |
| 4 | PSLV |
Sprott Physical Silver Trust
|
137,018 | $3,341,869 | |
| 5 | PHYS |
Sprott Physical Gold Trust
|
65,201 | $2,310,723 | |
| 6 | CEF |
Sprott Physical Gold & Silver Trust
|
29,133 | $1,390,226 | |
| 7 | BLK |
BlackRock, Inc.
|
1,326 | $1,275,221 | |
| 8 | AMP |
Ameriprise Financial Inc
|
2,308 | $1,025,670 |
All Filings in BCX
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $176,990 | 14,688 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $161,274 | 14,688 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $149,376 | 14,688 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $138,943 | 14,703 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $137,178 | 14,703 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $125,563 | 14,703 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $71,548 | 7,453 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $54,708 | 5,953 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $54,053 | 5,953 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $52,862 | 5,953 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $54,467 | 5,914 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $26,312 | 2,901 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $27,675 | 2,901 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $28,155 | 2,824 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,807 | 208 | Shares | Sole | 2022-11-07 | |
| No filing history on record for this holder in this stock. | ||||||