EWA
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EverSource Wealth Advisors’s Essent Group ESNT Stock Holding History

EverSource Wealth Advisors’s Portfolio ESNT Stock Details ESNT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$72.1K Sell
1,121
-924
-45% -$55.9K ﹤0.01% 1555
2026
Q1 		$120K Sell
2,045
-495
-19% -$30.2K ﹤0.01% 1330
2025
Q4 		$165K Buy
2,540
+765
+43% +$47.5K 0.01% 1042
2025
Q3 		$113K Sell
1,775
-305
-15% -$18.5K ﹤0.01% 1214
2025
Q2 		$126K Buy
2,080
+1,280
+160% +$73.8K 0.01% 1072
2025
Q1 		$46.2K Buy
800
+105
+15% +$5.95K ﹤0.01% 1276
2024
Q4 		$37.8K Buy
695
+165
+31% +$9.58K ﹤0.01% 1312
2024
Q3 		$34.1K Buy
530
+9
+2% +$551 ﹤0.01% 1234
2024
Q2 		$32.7K Buy
521
+85
+19% +$4.73K ﹤0.01% 1288
2024
Q1 		$23.1K Buy
436
+9
+2% +$489 ﹤0.01% 1293
2023
Q4 		$22.5K Sell
427
-14
-3% -$685 ﹤0.01% 1186
2023
Q3 		$20.9K Buy
441
+4
+0.9% +$198 ﹤0.01% 1112
2023
Q2 		$20.5K Buy
437
+373
+583% +$16.2K ﹤0.01% 1145
2023
Q1 		$2.56K Buy
+64
New +$2.63K ﹤0.01% 1859
2022
Q4 		– Sell
-1,832
Closed -$64K – 2343
2022
Q3 		$64K Buy
1,832
+553
+43% +$22.2K 0.01% 566
2022
Q2 		$50K Buy
+1,279
New +$52.2K 0.01% 629

Other funds holding ESNT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its Essent Group (ESNT) stake by 45% in Q2 2026, selling an estimated $55.9K and leaving 1,121 shares worth $72.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1555.

EverSource Wealth Advisors first reported a position in ESNT in Q2 2022 and has held it in 16 quarters since. The position peaked at $165K in Q4 2025. 359 funds tracked by Wall St. Rank hold ESNT as of Q2 2026.

  • EverSource Wealth Advisors held 1,121 shares of Essent Group worth $72.1K as of Q2 2026.
  • EverSource Wealth Advisors sold 924 Essent Group shares in Q2 2026, an estimated $55.9K.
  • Essent Group made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1555 holding.
  • EverSource Wealth Advisors first reported a position in Essent Group in Q2 2022 and has held it in 16 quarters since.
  • EverSource Wealth Advisors's Essent Group position peaked at $165K in Q4 2025.
  • 359 funds tracked by Wall St. Rank held Essent Group as of Q2 2026.

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