EverSource Wealth Advisors’s Distribution Solutions Group DSGR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.78K	Sell	65 -86	-57%	-$2.35K	﹤0.01%	3768
2026 Q1	$3.96K	Buy	151 +50	+50%	+$1.4K	﹤0.01%	3366
2025 Q4	$2.77K	Sell	101 -232	-70%	-$6.53K	﹤0.01%	3374
2025 Q3	$10K	Sell	333 -107	-24%	-$3.27K	﹤0.01%	2820
2025 Q2	$12.1K	Buy	+440	New	+$11.8K	﹤0.01%	2679
2025 Q1	–	Sell	-5	Closed	-$172	–	4063
2024 Q4	$172	Buy	+5	New	+$192	﹤0.01%	3459

Other funds holding DSGR

Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

SIC

Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

CRC

Catawba River Capital Lake Wylie, South Carolina $223M AUM 24.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its Distribution Solutions Group (DSGR) stake by 57% in Q2 2026, selling an estimated $2.35K and leaving 65 shares worth $1.78K. The position accounts for ﹤0.01% of the portfolio, ranked #3768.

EverSource Wealth Advisors first reported a position in DSGR in Q4 2024 and has held it in 6 quarters since. The position peaked at $12.1K in Q2 2025. 114 funds tracked by Wall St. Rank hold DSGR as of Q2 2026.

EverSource Wealth Advisors held 65 shares of Distribution Solutions Group worth $1.78K as of Q2 2026.
EverSource Wealth Advisors sold 86 Distribution Solutions Group shares in Q2 2026, an estimated $2.35K.
Distribution Solutions Group made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3768 holding.
EverSource Wealth Advisors first reported a position in Distribution Solutions Group in Q4 2024 and has held it in 6 quarters since.
EverSource Wealth Advisors's Distribution Solutions Group position peaked at $12.1K in Q2 2025.
114 funds tracked by Wall St. Rank held Distribution Solutions Group as of Q2 2026.

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