EWA
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EverSource Wealth Advisors’s Consumer Portfolio Services CPSS Stock Holding History

EverSource Wealth Advisors’s Portfolio CPSS Stock Details CPSS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$163 Buy
17
+11
+183% +$102 ﹤0.01% 4266
2026
Q1 		$46 Buy
6
+5
+500% +$42 ﹤0.01% 4326
2025
Q4 		$9 Hold
1
– – ﹤0.01% 4251
2025
Q3 		$8 Buy
+1
New +$9 ﹤0.01% 4308

Other funds holding CPSS

VV
Verity & Verity Beaufort, South Carolina $1.45B AUM 31.13% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

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

EverSource Wealth Advisors increased its Consumer Portfolio Services (CPSS) stake by 183% in Q2 2026, buying an estimated $102 and bringing the position to 17 shares worth $163. The position accounts for ﹤0.01% of the portfolio, ranked #4266.

EverSource Wealth Advisors first reported a position in CPSS in Q3 2025 and has held it in 4 quarters since. 9 funds tracked by Wall St. Rank hold CPSS as of Q2 2026.

  • EverSource Wealth Advisors held 17 shares of Consumer Portfolio Services worth $163 as of Q2 2026.
  • EverSource Wealth Advisors bought 11 Consumer Portfolio Services shares in Q2 2026, an estimated $102.
  • Consumer Portfolio Services made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #4266 holding.
  • EverSource Wealth Advisors first reported a position in Consumer Portfolio Services in Q3 2025 and has held it in 4 quarters since.
  • 9 funds tracked by Wall St. Rank held Consumer Portfolio Services as of Q2 2026.

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