EverSource Wealth Advisors’s Designer Brands DBI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.79K	Sell	307 -172	-36%	-$1.21K	﹤0.01%	3766
2026 Q1	$2.73K	Buy	479 +172	+56%	+$1.16K	﹤0.01%	3525
2025 Q4	$2.28K	Buy	307 +6	+2%	+$29	﹤0.01%	3459
2025 Q3	$1.07K	Buy	301 +124	+70%	+$428	﹤0.01%	3747
2025 Q2	$421	Sell	177 -150	-46%	-$453	﹤0.01%	3939
2025 Q1	$1.19K	Buy	327 +313	+2,236%	+$1.47K	﹤0.01%	3163
2024 Q4	$75	Buy	+14	New	+$78	﹤0.01%	3592
2023 Q2	–	Sell	-765	Closed	-$6.69K	–	2515
2023 Q1	$6.69K	Buy	+765	New	+$7.34K	﹤0.01%	1539
2022 Q4	–	Sell	-113	Closed	-$2K	–	2336
2022 Q3	$2K	Sell	113 -4	-3%	-$63	﹤0.01%	1651
2022 Q2	$2K	Sell	117 -8	-6%	-$115	﹤0.01%	1490
2022 Q1	$2K	Sell	125 -386	-76%	-$5.11K	﹤0.01%	1509
2021 Q4	$7K	Buy	+511	New	+$7.32K	﹤0.01%	1097

Other funds holding DBI

YWS

Yarger Wealth Strategies Westerville, Ohio $278M AUM 22.01% 1-Year Est. Return

LTAS

Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return

SSA

Sierra Summit Advisors Incline Village, Nevada $895M AUM 106% 1-Year Est. Return

IAMOG

Investors Asset Management of Georgia Atlanta, Georgia $288M AUM 47.58% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

OLA

Oliver Luxxe Assets Gladstone, New Jersey $680M AUM 47.51% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

KNFPWM

Keeler & Nadler Financial Planning & Wealth Management Dublin, Ohio $352M AUM 24.09% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its Designer Brands (DBI) stake by 36% in Q2 2026, selling an estimated $1.21K and leaving 307 shares worth $1.79K. The position accounts for ﹤0.01% of the portfolio, ranked #3766.

EverSource Wealth Advisors first reported a position in DBI in Q4 2021 and has held it in 12 quarters since. The position peaked at $7K in Q4 2021. 26 funds tracked by Wall St. Rank hold DBI as of Q2 2026.

EverSource Wealth Advisors held 307 shares of Designer Brands worth $1.79K as of Q2 2026.
EverSource Wealth Advisors sold 172 Designer Brands shares in Q2 2026, an estimated $1.21K.
Designer Brands made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3766 holding.
EverSource Wealth Advisors first reported a position in Designer Brands in Q4 2021 and has held it in 12 quarters since.
EverSource Wealth Advisors's Designer Brands position peaked at $7K in Q4 2021.
26 funds tracked by Wall St. Rank held Designer Brands as of Q2 2026.

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