EWA
CMBT

EverSource Wealth Advisors’s CMB.TECH NV CMBT Stock Holding History

EverSource Wealth Advisors’s Portfolio CMBT Stock Details CMBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.67K Sell
620
-1,236
-67% -$17.8K ﹤0.01% 2984
2026
Q1 		$23.5K Buy
1,856
+224
+14% +$2.81K ﹤0.01% 2405
2025
Q4 		$15.7K Sell
1,632
-1,063
-39% -$10.3K ﹤0.01% 2549
2025
Q3 		$25.3K Buy
2,695
+806
+43% +$7.38K ﹤0.01% 2181
2025
Q2 		$17K Sell
1,889
-1,265
-40% -$11.5K ﹤0.01% 2426
2025
Q1 		$28.6K Buy
3,154
+1,154
+58% +$11.7K ﹤0.01% 1502
2024
Q4 		$19.9K Sell
2,000
-1,000
-33% -$13K ﹤0.01% 1625
2024
Q3 		$49.9K Sell
3,000
-2,576
-46% -$42.4K ﹤0.01% 1073
2024
Q2 		$102K Buy
5,576
+4,423
+384% +$75.2K 0.01% 789
2024
Q1 		$19.2K Buy
1,153
+987
+595% +$17.2K ﹤0.01% 1381
2023
Q4 		$2.92K Buy
+166
New +$2.94K ﹤0.01% 2065
2022
Q4 		– Sell
-2,370
Closed -$36K – 2441
2022
Q3 		$36K Hold
2,370
– – 0.01% 728
2022
Q2 		$28K Hold
2,370
– – 0.01% 748
2022
Q1 		$25K Hold
2,370
– – 0.01% 630
2021
Q4 		$21K Buy
+2,370
New +$23.1K 0.01% 669

Other funds holding CMBT

Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
F
Folketrygdfondet Oslo Norway, Norway $4.64B AUM 35.47% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its CMB.TECH NV (CMBT) stake by 67% in Q2 2026, selling an estimated $17.8K and leaving 620 shares worth $8.67K. The position accounts for ﹤0.01% of the portfolio, ranked #2984.

EverSource Wealth Advisors first reported a position in CMBT in Q4 2021 and has held it in 15 quarters since. The position peaked at $102K in Q2 2024. 167 funds tracked by Wall St. Rank hold CMBT as of Q2 2026.

  • EverSource Wealth Advisors held 620 shares of CMB.TECH NV worth $8.67K as of Q2 2026.
  • EverSource Wealth Advisors sold 1,236 CMB.TECH NV shares in Q2 2026, an estimated $17.8K.
  • CMB.TECH NV made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2984 holding.
  • EverSource Wealth Advisors first reported a position in CMB.TECH NV in Q4 2021 and has held it in 15 quarters since.
  • EverSource Wealth Advisors's CMB.TECH NV position peaked at $102K in Q2 2024.
  • 167 funds tracked by Wall St. Rank held CMB.TECH NV as of Q2 2026.

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