EverSource Wealth Advisors’s AFC Gamma AFCG Stock Holding History

EverSource Wealth Advisors’s Portfolio AFCG Stock Details AFCG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-840	Closed	-$2.39K	–	4385
2025 Q4	$2.39K	Sell	840 -198	-19%	-$629	﹤0.01%	3433
2025 Q3	$3.98K	Buy	1,038 +403	+63%	+$1.79K	﹤0.01%	3253
2025 Q2	$2.84K	Buy	+635	New	+$3.27K	﹤0.01%	3373
2025 Q1	–	Sell	-222	Closed	-$1.85K	–	4015
2024 Q4	$1.85K	Buy	+222	New	+$2.13K	﹤0.01%	2746
2024 Q1	–	Sell	-131	Closed	-$1.08K	–	2896
2023 Q4	$1.08K	Buy	+131	New	+$1.03K	﹤0.01%	2377

Other funds holding AFCG

CDC Financial Chicago, Illinois $157M AUM

GCP

GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EverSource Wealth Advisors's AFCG Position: Q1 2026 in Review

EverSource Wealth Advisors sold out of AFC Gamma (AFCG) in Q1 2026, closing a stake of 840 shares — an estimated $2.39K sold.

EverSource Wealth Advisors first reported a position in AFCG in Q4 2023 and held it in 5 quarters. The position peaked at $3.98K in Q3 2025. 50 funds tracked by Wall St. Rank hold AFCG as of Q1 2026.

EverSource Wealth Advisors reported no remaining AFC Gamma position as of Q1 2026 after selling out during the quarter.
EverSource Wealth Advisors sold 840 AFC Gamma shares in Q1 2026, an estimated $2.39K.
EverSource Wealth Advisors first reported a position in AFC Gamma in Q4 2023 and held it in 5 quarters.
EverSource Wealth Advisors's AFC Gamma position peaked at $3.98K in Q3 2025.
50 funds tracked by Wall St. Rank held AFC Gamma as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.