EWA
EBF icon

EverSource Wealth Advisors’s Ennis EBF Stock Holding History

EverSource Wealth Advisors’s Portfolio EBF Stock Details EBF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$829 Sell
39
-497
-93% -$10.3K ﹤0.01% 4023
2026
Q1 		$11.5K Buy
536
+23
+4% +$465 ﹤0.01% 2843
2025
Q4 		$9.24K Sell
513
-1,131
-69% -$19.7K ﹤0.01% 2841
2025
Q3 		$30.1K Buy
1,644
+120
+8% +$2.18K ﹤0.01% 2052
2025
Q2 		$27.6K Buy
1,524
+1,390
+1,037% +$26K ﹤0.01% 2036
2025
Q1 		$2.69K Buy
134
+30
+29% +$623 ﹤0.01% 2790
2024
Q4 		$2.19K Buy
104
+34
+49% +$730 ﹤0.01% 2681
2024
Q3 		$1.7K Hold
70
– – ﹤0.01% 2590
2024
Q2 		$1.67K Buy
70
+24
+52% +$493 ﹤0.01% 2609
2024
Q1 		$915 Hold
46
– – ﹤0.01% 2609
2023
Q4 		$1.01K Hold
46
– – ﹤0.01% 2398
2023
Q3 		$976 Hold
46
– – ﹤0.01% 2231
2023
Q2 		$937 Hold
46
– – ﹤0.01% 2253
2023
Q1 		$970 Hold
46
– – ﹤0.01% 2123
2022
Q4 		$1.02K Hold
46
– – ﹤0.01% 2083
2022
Q3 		$1K Buy
+46
New +$971 ﹤0.01% 1807

Other funds holding EBF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its Ennis (EBF) stake by 93% in Q2 2026, selling an estimated $10.3K and leaving 39 shares worth $829. The position accounts for ﹤0.01% of the portfolio, ranked #4023.

EverSource Wealth Advisors first reported a position in EBF in Q3 2022 and has held it in 16 quarters since. The position peaked at $30.1K in Q3 2025. 164 funds tracked by Wall St. Rank hold EBF as of Q2 2026.

  • EverSource Wealth Advisors held 39 shares of Ennis worth $829 as of Q2 2026.
  • EverSource Wealth Advisors sold 497 Ennis shares in Q2 2026, an estimated $10.3K.
  • Ennis made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #4023 holding.
  • EverSource Wealth Advisors first reported a position in Ennis in Q3 2022 and has held it in 16 quarters since.
  • EverSource Wealth Advisors's Ennis position peaked at $30.1K in Q3 2025.
  • 164 funds tracked by Wall St. Rank held Ennis as of Q2 2026.

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