EWA
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EverSource Wealth Advisors’s dLocal DLO Stock Holding History

EverSource Wealth Advisors’s Portfolio DLO Stock Details DLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-24
Closed -$311 – 4435
2026
Q1 		$311 Buy
+24
New +$313 ﹤0.01% 4134
2025
Q2 		– Sell
-6
Closed -$50 – 4281
2025
Q1 		$50 Hold
6
– – ﹤0.01% 3900
2024
Q4 		$68 Hold
6
– – ﹤0.01% 3604
2024
Q3 		$48 Hold
6
– – ﹤0.01% 3006
2024
Q2 		$46 Sell
6
-747
-99% -$8.77K ﹤0.01% 3031
2024
Q1 		$10.7K Sell
753
-450
-37% -$7.53K ﹤0.01% 1654
2023
Q4 		$21.3K Buy
1,203
+759
+171% +$13.6K ﹤0.01% 1208
2023
Q3 		$8.51K Hold
444
– – ﹤0.01% 1486
2023
Q2 		$5.42K Sell
444
-50
-10% -$661 ﹤0.01% 1697
2023
Q1 		$8.01K Buy
494
+373
+308% +$5.87K ﹤0.01% 1460
2022
Q4 		$1.88K Sell
121
-9
-7% -$158 ﹤0.01% 1924
2022
Q3 		$2K Buy
130
+121
+1,344% +$3.22K ﹤0.01% 1654
2022
Q2 		$0 Buy
+9
New +$230 ﹤0.01% 1754

Other funds holding DLO

GA
General Atlantic New York $2.91B AUM 24.21% 1-Year Est. Return
STA
Summit Trail Advisors New York $7.95B AUM 26.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CI
Cria Inc New York $124M AUM
ACGDR
Atmos Capital Gestao de Recursos Leblon - Rio De Janeiro, Brazil $832M AUM 5.47% 1-Year Est. Return
FSC
Fourth Sail Capital Camana Bay Grand Cayman, Cayman Islands $660M AUM 27% 1-Year Est. Return
RMC
Ribbit Management Company Palo Alto, California $2.05B AUM 4.29% 1-Year Est. Return
PIM
Paradice Investment Management Denver, Colorado $627M AUM 43.41% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

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

EverSource Wealth Advisors sold out of dLocal (DLO) in Q2 2026, closing a stake of 24 shares — an estimated $311 sold.

EverSource Wealth Advisors first reported a position in DLO in Q2 2022 and held it in 13 quarters. The position peaked at $21.3K in Q4 2023. 164 funds tracked by Wall St. Rank hold DLO as of Q2 2026.

  • EverSource Wealth Advisors reported no remaining dLocal position as of Q2 2026 after selling out during the quarter.
  • EverSource Wealth Advisors sold 24 dLocal shares in Q2 2026, an estimated $311.
  • EverSource Wealth Advisors first reported a position in dLocal in Q2 2022 and held it in 13 quarters.
  • EverSource Wealth Advisors's dLocal position peaked at $21.3K in Q4 2023.
  • 164 funds tracked by Wall St. Rank held dLocal as of Q2 2026.

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