EverSource Wealth Advisors’s Banco de Chile BCH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$64K	Sell	1,610 -1,334	-45%	-$50.8K	﹤0.01%	1616
2026 Q1	$109K	Buy	2,944 +1,433	+95%	+$59K	﹤0.01%	1378
2025 Q4	$57.4K	Buy	1,511 +189	+14%	+$6.71K	﹤0.01%	1652
2025 Q3	$40.1K	Sell	1,322 -182	-12%	-$5.29K	﹤0.01%	1863
2025 Q2	$45.8K	Buy	1,504 +929	+162%	+$27.4K	﹤0.01%	1679
2025 Q1	$15.2K	Sell	575 -80	-12%	-$2.05K	﹤0.01%	1850
2024 Q4	$14.9K	Buy	655 +195	+42%	+$4.59K	﹤0.01%	1793
2024 Q3	$11.6K	Buy	460 +151	+49%	+$3.67K	﹤0.01%	1772
2024 Q2	$7.39K	Buy	309 +112	+57%	+$2.58K	﹤0.01%	2030
2024 Q1	$4.35K	Buy	197 +47	+31%	+$1.06K	﹤0.01%	2107
2023 Q4	$3.46K	Buy	150 +97	+183%	+$2.07K	﹤0.01%	1997
2023 Q3	$1.07K	Hold	53	–	–	﹤0.01%	2175
2023 Q2	$1.11K	Hold	53	–	–	﹤0.01%	2186
2023 Q1	$1.03K	Hold	53	–	–	﹤0.01%	2105
2022 Q4	$1.1K	Buy	+53	New	+$993	﹤0.01%	2061

Other funds holding BCH

IUHSA

Itau Unibanco Holding S.A. Sao Paulo, Brazil $5.27B AUM 41.17% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

TIAM

TT International Asset Management London, United Kingdom $783M AUM 104.75% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its Banco de Chile (BCH) stake by 45% in Q2 2026, selling an estimated $50.8K and leaving 1,610 shares worth $64K. The position accounts for ﹤0.01% of the portfolio, ranked #1616.

EverSource Wealth Advisors first reported a position in BCH in Q4 2022 and has held it in 15 quarters since. The position peaked at $109K in Q1 2026. 153 funds tracked by Wall St. Rank hold BCH as of Q2 2026.

EverSource Wealth Advisors held 1,610 shares of Banco de Chile worth $64K as of Q2 2026.
EverSource Wealth Advisors sold 1,334 Banco de Chile shares in Q2 2026, an estimated $50.8K.
Banco de Chile made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1616 holding.
EverSource Wealth Advisors first reported a position in Banco de Chile in Q4 2022 and has held it in 15 quarters since.
EverSource Wealth Advisors's Banco de Chile position peaked at $109K in Q1 2026.
153 funds tracked by Wall St. Rank held Banco de Chile as of Q2 2026.

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