EWA
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EverSource Wealth Advisors’s eGain EGAN Stock Holding History

EverSource Wealth Advisors’s Portfolio EGAN Stock Details EGAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.16K Buy
660
+609
+1,194% +$4.47K ﹤0.01% 3375
2026
Q1 		$403 Buy
51
+12
+31% +$116 ﹤0.01% 4099
2025
Q4 		$402 Hold
39
– – ﹤0.01% 3919
2025
Q3 		$340 Buy
39
+34
+680% +$236 ﹤0.01% 4031
2025
Q2 		$31 Buy
+5
New +$27 ﹤0.01% 4212

Other funds holding EGAN

SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return

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

EverSource Wealth Advisors increased its eGain (EGAN) stake by 1,194% in Q2 2026, buying an estimated $4.47K and bringing the position to 660 shares worth $4.16K. The position accounts for ﹤0.01% of the portfolio, ranked #3375.

EverSource Wealth Advisors first reported a position in EGAN in Q2 2025 and has held it in 5 quarters since. 16 funds tracked by Wall St. Rank hold EGAN as of Q2 2026.

  • EverSource Wealth Advisors held 660 shares of eGain worth $4.16K as of Q2 2026.
  • EverSource Wealth Advisors bought 609 eGain shares in Q2 2026, an estimated $4.47K.
  • eGain made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3375 holding.
  • EverSource Wealth Advisors first reported a position in eGain in Q2 2025 and has held it in 5 quarters since.
  • 16 funds tracked by Wall St. Rank held eGain as of Q2 2026.

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