Position in EM
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$0
New position
Shares Held
4,207
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Personal Services
Consumer Cyclical · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $880,816 across 7 Personal Services names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROL |
Rollins Inc
|
8,259 | $344,726 | |
| 2 | HRB |
H&R Block Inc
|
5,358 | $204,029 | |
| 3 | BFAM |
Bright Horizons Family Solutions Inc.
|
2,265 | $160,540 | |
| 4 | SCI |
Service Corp International
|
1,787 | $135,737 | |
| 5 | FTDR |
Frontdoor, Inc.
|
407 | $31,576 | |
| 6 | MED |
Medifast Inc
|
274 | $2,905 | |
| 7 | CSV |
Carriage Services Inc
|
34 | $1,303 |
All Filings in EM
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | — | 4,207 | Shares | Sole | 2026-05-18 | |
| No filing history on record for this holder in this stock. | ||||||