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EverSource Wealth Advisors’s American Integrity Insurance AII Stock Holding History

EverSource Wealth Advisors’s Portfolio AII Stock Details AII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$433 Buy
23
+13
+130% +$235 ﹤0.01% 4157
2026
Q1 		$193 Buy
+10
New +$191 ﹤0.01% 4202

Other funds holding AII

Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
MBAM
Mink Brook Asset Management West Palm Beach, Florida $227M AUM 64.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return
FGP
Freestone Grove Partners San Francisco, California $15.6B AUM 27.39% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

EverSource Wealth Advisors increased its American Integrity Insurance (AII) stake by 130% in Q2 2026, buying an estimated $235 and bringing the position to 23 shares worth $433. The position accounts for ﹤0.01% of the portfolio, ranked #4157.

EverSource Wealth Advisors first reported a position in AII in Q1 2026 and has held it in 2 quarters since. 100 funds tracked by Wall St. Rank hold AII as of Q2 2026.

  • EverSource Wealth Advisors held 23 shares of American Integrity Insurance worth $433 as of Q2 2026.
  • EverSource Wealth Advisors bought 13 American Integrity Insurance shares in Q2 2026, an estimated $235.
  • American Integrity Insurance made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #4157 holding.
  • EverSource Wealth Advisors first reported a position in American Integrity Insurance in Q1 2026 and has held it in 2 quarters since.
  • 100 funds tracked by Wall St. Rank held American Integrity Insurance as of Q2 2026.

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