EWA
BRSP

EverSource Wealth Advisors’s BrightSpire Capital BRSP Stock Holding History

EverSource Wealth Advisors’s Portfolio BRSP Stock Details BRSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$84.4K Sell
15,074
-22
-0.1% -$127 ﹤0.01% 1541
2025
Q4 		$84.5K Sell
15,096
-71
-0.5% -$391 ﹤0.01% 1402
2025
Q3 		$82.4K Buy
15,167
+3,712
+32% +$20.2K ﹤0.01% 1384
2025
Q2 		$57.8K Sell
11,455
-120
-1% -$606 ﹤0.01% 1524
2025
Q1 		$64.4K Buy
11,575
+78
+0.7% +$456 ﹤0.01% 1116
2024
Q4 		$64.8K Buy
11,497
+317
+3% +$1.87K ﹤0.01% 1070
2024
Q3 		$62.6K Buy
11,180
+915
+9% +$5.38K ﹤0.01% 975
2024
Q2 		$58.8K Buy
10,265
+10,085
+5,603% +$61.9K ﹤0.01% 1012
2024
Q1 		$1.13K Hold
180
– – ﹤0.01% 2545
2023
Q4 		$1.34K Hold
180
– – ﹤0.01% 2302
2023
Q3 		$1.13K Sell
180
-6
-3% -$41 ﹤0.01% 2162
2023
Q2 		$1.25K Sell
186
-1,382
-88% -$8.2K ﹤0.01% 2149
2023
Q1 		$9.25K Sell
1,568
-988
-39% -$6.77K ﹤0.01% 1400
2022
Q4 		$15.9K Buy
+2,556
New +$17.8K ﹤0.01% 1141

Other funds holding BRSP

NTCM
Nut Tree Capital Management New York $245M AUM 34.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return