EverSource Wealth Advisors
CFFI icon

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
2026
Q3 		$392 Buy
+4
New +$349 ﹤0.01% 4224
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
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
TCV Trust & Wealth Management
TCV Trust & Wealth Management Richmond, Virginia $1.29B AUM 16.51% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Daytona Street Capital
Daytona Street Capital Saint Louis, Missouri $141M AUM 14.38% 1-Year Est. Return

EverSource Wealth Advisors's CFFI Position: Q3 2026 in Review

EverSource Wealth Advisors opened a new position in C&F Financial (CFFI) in Q3 2026: 4 shares worth $392. The stake represents ﹤0.01% of the portfolio and ranks #4224 among its holdings. This is a return to the name: EverSource Wealth Advisors previously reported a position in CFFI as recently as Q3 2025.

EverSource Wealth Advisors first reported a position in CFFI in Q2 2025 and has held it in 3 quarters since. The position peaked at $672 in Q3 2025. 31 funds tracked by Wall St. Rank hold CFFI as of Q3 2026.

  • EverSource Wealth Advisors held 4 shares of C&F Financial worth $392 as of Q3 2026.
  • C&F Financial was a new EverSource Wealth Advisors position in Q3 2026.
  • C&F Financial made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q3 2026, its #4224 holding.
  • EverSource Wealth Advisors first reported a position in C&F Financial in Q2 2025 and has held it in 3 quarters since.
  • EverSource Wealth Advisors's C&F Financial position peaked at $672 in Q3 2025.
  • 31 funds tracked by Wall St. Rank held C&F Financial as of Q3 2026.

Based on EverSource Wealth Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.