EWA
ARR

EverSource Wealth Advisors’s Armour Residential REIT ARR Stock Holding History

EverSource Wealth Advisors’s Portfolio ARR Stock Details ARR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$39.3K Sell
2,253
-424
-16% -$7.29K ﹤0.01% 1933
2026
Q1 		$44.7K Buy
2,677
+148
+6% +$2.62K ﹤0.01% 1985
2025
Q4 		$44.7K Sell
2,529
-364
-13% -$6.04K ﹤0.01% 1813
2025
Q3 		$43.2K Buy
2,893
+1,583
+121% +$24.8K ﹤0.01% 1802
2025
Q2 		$22K Buy
1,310
+334
+34% +$5.36K ﹤0.01% 2218
2025
Q1 		$16.7K Buy
976
+763
+358% +$14.2K ﹤0.01% 1800
2024
Q4 		$4.02K Buy
213
+186
+689% +$3.57K ﹤0.01% 2445
2024
Q3 		$551 Hold
27
– – ﹤0.01% 2851
2024
Q2 		$545 Buy
+27
New +$514 ﹤0.01% 2871
2023
Q3 		– Sell
-132
Closed -$3.52K – 2503
2023
Q2 		$3.52K Buy
132
+37
+39% +$943 ﹤0.01% 1866
2023
Q1 		$2.49K Sell
95
-188
-66% -$5.32K ﹤0.01% 1868
2022
Q4 		$7.97K Buy
283
+192
+211% +$5.24K ﹤0.01% 1416
2022
Q3 		$2K Sell
91
-322
-78% -$11.3K ﹤0.01% 1622
2022
Q2 		$15K Buy
413
+380
+1,152% +$14.1K ﹤0.01% 904
2022
Q1 		$1K Buy
+33
New +$1.47K ﹤0.01% 1628

Other funds holding ARR

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
OWP
ORG Wealth Partners Dallas, Texas $667M AUM 45.16% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
PMAM
Penn Mutual Asset Management Conshohocken, Pennsylvania $19.5M AUM 3.07% 1-Year Est. Return
GA
GraniteShares Advisors New York $156M AUM 1.58% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its Armour Residential REIT (ARR) stake by 16% in Q2 2026, selling an estimated $7.29K and leaving 2,253 shares worth $39.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1933.

EverSource Wealth Advisors first reported a position in ARR in Q1 2022 and has held it in 15 quarters since. The position peaked at $44.7K in Q4 2025. 85 funds tracked by Wall St. Rank hold ARR as of Q2 2026.

  • EverSource Wealth Advisors held 2,253 shares of Armour Residential REIT worth $39.3K as of Q2 2026.
  • EverSource Wealth Advisors sold 424 Armour Residential REIT shares in Q2 2026, an estimated $7.29K.
  • Armour Residential REIT made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1933 holding.
  • EverSource Wealth Advisors first reported a position in Armour Residential REIT in Q1 2022 and has held it in 15 quarters since.
  • EverSource Wealth Advisors's Armour Residential REIT position peaked at $44.7K in Q4 2025.
  • 85 funds tracked by Wall St. Rank held Armour Residential REIT as of Q2 2026.

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