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 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

ECA

Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

EverSource Wealth Advisors's CMBT Position: Q1 2026 in Review

EverSource Wealth Advisors increased its CMB.TECH NV (CMBT) stake by 14% in Q1 2026, buying an estimated $2.81K and bringing the position to 1,856 shares worth $23.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2405.

EverSource Wealth Advisors first reported a position in CMBT in Q4 2021 and has held it in 14 quarters since. The position peaked at $102K in Q2 2024. 162 funds tracked by Wall St. Rank hold CMBT as of Q1 2026.

EverSource Wealth Advisors held 1,856 shares of CMB.TECH NV worth $23.5K as of Q1 2026.
EverSource Wealth Advisors bought 224 CMB.TECH NV shares in Q1 2026, an estimated $2.81K.
CMB.TECH NV made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #2405 holding.
EverSource Wealth Advisors first reported a position in CMB.TECH NV in Q4 2021 and has held it in 14 quarters since.
EverSource Wealth Advisors's CMB.TECH NV position peaked at $102K in Q2 2024.
162 funds tracked by Wall St. Rank held CMB.TECH NV as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.