EverSource Wealth Advisors’s FirstCash FCFS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$248K	Sell	1,145 -992	-46%	-$215K	0.01%	907
2026 Q1	$402K	Buy	2,137 +362	+20%	+$65.4K	0.01%	702
2025 Q4	$283K	Sell	1,775 -6	-0.3%	-$946	0.01%	792
2025 Q3	$282K	Buy	1,781 +31	+2%	+$4.33K	0.01%	746
2025 Q2	$236K	Buy	1,750 +1,346	+333%	+$172K	0.01%	793
2025 Q1	$48.6K	Buy	404 +13	+3%	+$1.47K	﹤0.01%	1258
2024 Q4	$40.5K	Sell	391 -17	-4%	-$1.83K	﹤0.01%	1280
2024 Q3	$46.8K	Sell	408 -383	-48%	-$43.4K	﹤0.01%	1099
2024 Q2	$88.3K	Buy	791 +2	+0.3%	+$236	0.01%	850
2024 Q1	$89.1K	Buy	789 +16	+2%	+$1.85K	0.01%	752
2023 Q4	$83.8K	Hold	773	–	–	0.01%	706
2023 Q3	$77.6K	Sell	773 -23	-3%	-$2.17K	0.01%	658
2023 Q2	$74.3K	Buy	796 +12	+2%	+$1.17K	0.01%	684
2023 Q1	$74.8K	Buy	784 +6	+0.8%	+$542	0.01%	642
2022 Q4	$67.6K	Buy	778 +670	+620%	+$59.3K	0.01%	636
2022 Q3	$8K	Sell	108 -615	-85%	-$45.8K	﹤0.01%	1193
2022 Q2	$50K	Buy	+723	New	+$52.1K	0.01%	631

Other funds holding FCFS

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its FirstCash (FCFS) stake by 46% in Q2 2026, selling an estimated $215K and leaving 1,145 shares worth $248K. The position accounts for 0.01% of the portfolio, ranked #907.

EverSource Wealth Advisors first reported a position in FCFS in Q2 2022 and has held it in 17 quarters since. The position peaked at $402K in Q1 2026. 504 funds tracked by Wall St. Rank hold FCFS as of Q2 2026.

EverSource Wealth Advisors held 1,145 shares of FirstCash worth $248K as of Q2 2026.
EverSource Wealth Advisors sold 992 FirstCash shares in Q2 2026, an estimated $215K.
FirstCash made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #907 holding.
EverSource Wealth Advisors first reported a position in FirstCash in Q2 2022 and has held it in 17 quarters since.
EverSource Wealth Advisors's FirstCash position peaked at $402K in Q1 2026.
504 funds tracked by Wall St. Rank held FirstCash as of Q2 2026.

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