EverSource Wealth Advisors’s a.k.a. Brands AKA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$118	Sell	11 -1	-8%	-$10	﹤0.01%	4292
2026 Q1	$124	Hold	12	–	–	﹤0.01%	4246
2025 Q4	$128	Sell	12 -3	-20%	-$36	﹤0.01%	4077
2025 Q3	$145	Hold	15	–	–	﹤0.01%	4148
2025 Q2	$155	Buy	15 +12	+400%	+$133	﹤0.01%	4079
2025 Q1	$40	Buy	+3	New	+$47	﹤0.01%	3915

Other funds holding AKA

Summit Partners Boston, Massachusetts $609M AUM 7.66% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VFT

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $32B AUM 32.86% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its a.k.a. Brands (AKA) stake by 8.3% in Q2 2026, selling an estimated $10 and leaving 11 shares worth $118. The position accounts for ﹤0.01% of the portfolio, ranked #4292.

EverSource Wealth Advisors first reported a position in AKA in Q1 2025 and has held it in 6 quarters since. The position peaked at $155 in Q2 2025. 16 funds tracked by Wall St. Rank hold AKA as of Q2 2026.

EverSource Wealth Advisors held 11 shares of a.k.a. Brands worth $118 as of Q2 2026.
EverSource Wealth Advisors sold 1 a.k.a. Brands share in Q2 2026, an estimated $10.
a.k.a. Brands made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #4292 holding.
EverSource Wealth Advisors first reported a position in a.k.a. Brands in Q1 2025 and has held it in 6 quarters since.
EverSource Wealth Advisors's a.k.a. Brands position peaked at $155 in Q2 2025.
16 funds tracked by Wall St. Rank held a.k.a. Brands as of Q2 2026.

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