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EverSource Wealth Advisors’s C&F Financial CFFI Stock Holding History

EverSource Wealth Advisors’s Portfolio CFFI Stock Details CFFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-10
Closed -$672 – 4300
2025
Q3 		$672 Hold
10
– – ﹤0.01% 3865
2025
Q2 		$617 Buy
+10
New +$637 ﹤0.01% 3846

Other funds holding CFFI

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HCM
Huber Capital Management El Segundo, California $647M AUM 24.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

EverSource Wealth Advisors's CFFI Position: Q4 2025 in Review

EverSource Wealth Advisors sold out of C&F Financial (CFFI) in Q4 2025, closing a stake of 10 shares — an estimated $672 sold.

EverSource Wealth Advisors first reported a position in CFFI in Q2 2025 and held it in 2 quarters. The position peaked at $672 in Q3 2025. 76 funds tracked by Wall St. Rank hold CFFI as of Q4 2025.

  • EverSource Wealth Advisors reported no remaining C&F Financial position as of Q4 2025 after selling out during the quarter.
  • EverSource Wealth Advisors sold 10 C&F Financial shares in Q4 2025, an estimated $672.
  • EverSource Wealth Advisors first reported a position in C&F Financial in Q2 2025 and held it in 2 quarters.
  • EverSource Wealth Advisors's C&F Financial position peaked at $672 in Q3 2025.
  • 76 funds tracked by Wall St. Rank held C&F Financial as of Q4 2025.

Based on EverSource Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.