EverSource Wealth Advisors’s Csquare CSQR Stock Holding History

EverSource Wealth Advisors’s Portfolio CSQR Stock Details CSQR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.85K	Buy	+117	New	+$2.3K	﹤0.01%	3770

Other funds holding CSQR

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Vanderbilt University Nashville, Tennessee $822M AUM 12.92% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

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

EverSource Wealth Advisors opened a new position in Csquare (CSQR) in Q3 2026: 117 shares worth $1.85K. The stake represents ﹤0.01% of the portfolio and ranks #3770 among its holdings.

17 funds tracked by Wall St. Rank hold CSQR as of Q3 2026.

EverSource Wealth Advisors held 117 shares of Csquare worth $1.85K as of Q3 2026.
Csquare was a new EverSource Wealth Advisors position in Q3 2026.
Csquare made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q3 2026, its #3770 holding.
17 funds tracked by Wall St. Rank held Csquare as of Q3 2026.

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