EWA
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EverSource Wealth Advisors’s ACI Worldwide ACIW Stock Holding History

EverSource Wealth Advisors’s Portfolio ACIW Stock Details ACIW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$47.7K Sell
949
-439
-32% -$19.1K ﹤0.01% 1802
2026
Q1 		$56.9K Buy
1,388
+444
+47% +$18.6K ﹤0.01% 1790
2025
Q4 		$45.1K Sell
944
-57
-6% -$2.77K ﹤0.01% 1808
2025
Q3 		$52.8K Buy
1,001
+57
+6% +$2.69K ﹤0.01% 1673
2025
Q2 		$43.3K Buy
944
+519
+122% +$25.5K ﹤0.01% 1714
2025
Q1 		$23.3K Buy
425
+95
+29% +$5.04K ﹤0.01% 1617
2024
Q4 		$17.1K Sell
330
-49
-13% -$2.61K ﹤0.01% 1712
2024
Q3 		$19.3K Buy
379
+23
+6% +$1.05K ﹤0.01% 1512
2024
Q2 		$15.4K Buy
356
+27
+8% +$940 ﹤0.01% 1631
2024
Q1 		$11.2K Buy
329
+145
+79% +$4.48K ﹤0.01% 1628
2023
Q4 		$5.63K Buy
+184
New +$4.61K ﹤0.01% 1811
2023
Q2 		– Sell
-25
Closed -$675 – 2490
2023
Q1 		$675 Buy
+25
New +$662 ﹤0.01% 2178

Other funds holding ACIW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return

EverSource Wealth Advisors's ACIW Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its ACI Worldwide (ACIW) stake by 32% in Q2 2026, selling an estimated $19.1K and leaving 949 shares worth $47.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1802.

EverSource Wealth Advisors first reported a position in ACIW in Q1 2023 and has held it in 12 quarters since. The position peaked at $56.9K in Q1 2026. 377 funds tracked by Wall St. Rank hold ACIW as of Q2 2026.

  • EverSource Wealth Advisors held 949 shares of ACI Worldwide worth $47.7K as of Q2 2026.
  • EverSource Wealth Advisors sold 439 ACI Worldwide shares in Q2 2026, an estimated $19.1K.
  • ACI Worldwide made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1802 holding.
  • EverSource Wealth Advisors first reported a position in ACI Worldwide in Q1 2023 and has held it in 12 quarters since.
  • EverSource Wealth Advisors's ACI Worldwide position peaked at $56.9K in Q1 2026.
  • 377 funds tracked by Wall St. Rank held ACI Worldwide as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.