EverSource Wealth Advisors’s Encore Capital Group ECPG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$58.1K	Sell	623 -146	-19%	-$11.9K	﹤0.01%	1683
2026 Q1	$53.9K	Buy	769 +52	+7%	+$3.2K	﹤0.01%	1824
2025 Q4	$39K	Buy	717 +466	+186%	+$22.5K	﹤0.01%	1921
2025 Q3	$10.5K	Buy	251 +117	+87%	+$4.8K	﹤0.01%	2802
2025 Q2	$5.19K	Buy	+134	New	+$4.86K	﹤0.01%	3148
2025 Q1	–	Sell	-12	Closed	-$573	–	4069
2024 Q4	$573	Buy	+12	New	+$569	﹤0.01%	3137
2024 Q1	–	Sell	-40	Closed	-$2.03K	–	2921
2023 Q4	$2.03K	Sell	40 -104	-72%	-$4.72K	﹤0.01%	2158
2023 Q3	$6.88K	Hold	144	–	–	﹤0.01%	1565
2023 Q2	$7K	Hold	144	–	–	﹤0.01%	1592
2023 Q1	$7.26K	Sell	144 -55	-28%	-$2.88K	﹤0.01%	1506
2022 Q4	$9.54K	Sell	199 -10	-5%	-$482	﹤0.01%	1352
2022 Q3	$10K	Hold	209	–	–	﹤0.01%	1131
2022 Q2	$12K	Hold	209	–	–	﹤0.01%	981
2022 Q1	$13K	Hold	209	–	–	﹤0.01%	873
2021 Q4	$13K	Buy	+209	New	+$11.8K	﹤0.01%	841

Other funds holding ECPG

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its Encore Capital Group (ECPG) stake by 19% in Q2 2026, selling an estimated $11.9K and leaving 623 shares worth $58.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1683.

EverSource Wealth Advisors first reported a position in ECPG in Q4 2021 and has held it in 15 quarters since. 286 funds tracked by Wall St. Rank hold ECPG as of Q2 2026.

EverSource Wealth Advisors held 623 shares of Encore Capital Group worth $58.1K as of Q2 2026.
EverSource Wealth Advisors sold 146 Encore Capital Group shares in Q2 2026, an estimated $11.9K.
Encore Capital Group made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1683 holding.
EverSource Wealth Advisors first reported a position in Encore Capital Group in Q4 2021 and has held it in 15 quarters since.
286 funds tracked by Wall St. Rank held Encore Capital Group as of Q2 2026.

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