EWA
DJCO icon

EverSource Wealth Advisors’s Daily Journal DJCO Stock Holding History

EverSource Wealth Advisors’s Portfolio DJCO Stock Details DJCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.23K Buy
15
+9
+150% +$4.92K ﹤0.01% 3086
2025
Q4 		$2.92K Buy
6
+4
+200% +$1.78K ﹤0.01% 3346
2025
Q3 		$930 Sell
2
-8
-80% -$3.47K ﹤0.01% 3782
2025
Q2 		$4.22K Buy
10
+5
+100% +$2K ﹤0.01% 3231
2025
Q1 		$1.99K Buy
5
+4
+400% +$1.73K ﹤0.01% 2934
2024
Q4 		$568 Buy
+1
New +$535 ﹤0.01% 3145

Other funds holding DJCO

RI
RWWM Inc Rocklin, California $1.37B AUM 3.81% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

EverSource Wealth Advisors increased its Daily Journal (DJCO) stake by 150% in Q1 2026, buying an estimated $4.92K and bringing the position to 15 shares worth $7.23K. The position accounts for ﹤0.01% of the portfolio, ranked #3086.

EverSource Wealth Advisors first reported a position in DJCO in Q4 2024 and has held it in 6 quarters since. 135 funds tracked by Wall St. Rank hold DJCO as of Q1 2026.

  • EverSource Wealth Advisors held 15 shares of Daily Journal worth $7.23K as of Q1 2026.
  • EverSource Wealth Advisors bought 9 Daily Journal shares in Q1 2026, an estimated $4.92K.
  • Daily Journal made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #3086 holding.
  • EverSource Wealth Advisors first reported a position in Daily Journal in Q4 2024 and has held it in 6 quarters since.
  • 135 funds tracked by Wall St. Rank held Daily Journal as of Q1 2026.

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