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EverSource Wealth Advisors’s Banco Macro BMA Stock Holding History

EverSource Wealth Advisors’s Portfolio BMA Stock Details BMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11.9K Sell
129
-105
-45% -$8.62K ﹤0.01% 2799
2026
Q1 		$18.1K Sell
234
-195
-45% -$16.6K ﹤0.01% 2568
2025
Q4 		$38.7K Sell
429
-365
-46% -$27.6K ﹤0.01% 1929
2025
Q3 		$33.6K Sell
794
-334
-30% -$20.4K ﹤0.01% 1989
2025
Q2 		$79.2K Sell
1,128
-22
-2% -$1.82K ﹤0.01% 1332
2025
Q1 		$86.8K Sell
1,150
-3,150
-73% -$294K ﹤0.01% 968
2024
Q4 		$416K Buy
+4,300
New +$352K 0.02% 413

Other funds holding BMA

AF
Aquamarine Financial George Town $1.81B AUM 38.21% 1-Year Est. Return
PC
PointState Capital New York $7.82B AUM 43.51% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
CAAM
Cape Ann Asset Management London, United Kingdom $434M AUM 68.57% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.49B AUM 10.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GL
Gemsstock Ltd London, United Kingdom $307M AUM 30.64% 1-Year Est. Return
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $5.27B AUM 41.17% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its Banco Macro (BMA) stake by 45% in Q2 2026, selling an estimated $8.62K and leaving 129 shares worth $11.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2799.

EverSource Wealth Advisors first reported a position in BMA in Q4 2024 and has held it in 7 quarters since. The position peaked at $416K in Q4 2024. 95 funds tracked by Wall St. Rank hold BMA as of Q2 2026.

  • EverSource Wealth Advisors held 129 shares of Banco Macro worth $11.9K as of Q2 2026.
  • EverSource Wealth Advisors sold 105 Banco Macro shares in Q2 2026, an estimated $8.62K.
  • Banco Macro made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2799 holding.
  • EverSource Wealth Advisors first reported a position in Banco Macro in Q4 2024 and has held it in 7 quarters since.
  • EverSource Wealth Advisors's Banco Macro position peaked at $416K in Q4 2024.
  • 95 funds tracked by Wall St. Rank held Banco Macro as of Q2 2026.

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