EverSource Wealth Advisors’s FTAI Infrastructure FIP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$13.3K	Sell	2,864 -839	-23%	-$4.18K	﹤0.01%	2725
2026 Q1	$18.3K	Buy	3,703 +210	+6%	+$1.18K	﹤0.01%	2559
2025 Q4	$16.1K	Sell	3,493 -61	-2%	-$301	﹤0.01%	2531
2025 Q3	$15.5K	Buy	3,554 +124	+4%	+$672	﹤0.01%	2539
2025 Q2	$21.2K	Buy	3,430 +508	+17%	+$2.57K	﹤0.01%	2247
2025 Q1	$13.2K	Sell	2,922 -2	-0.1%	-$12	﹤0.01%	1944
2024 Q4	$21.2K	Buy	2,924 +49	+2%	+$420	﹤0.01%	1590
2024 Q3	$26.9K	Hold	2,875	–	–	﹤0.01%	1341
2024 Q2	$29.6K	Hold	2,875	–	–	﹤0.01%	1326
2024 Q1	$20.8K	Buy	2,875 +1,790	+165%	+$8.3K	﹤0.01%	1341
2023 Q4	$4.22K	Hold	1,085	–	–	﹤0.01%	1921
2023 Q3	$3.49K	Hold	1,085	–	–	﹤0.01%	1836
2023 Q2	$4K	Hold	1,085	–	–	﹤0.01%	1817
2023 Q1	$3.25K	Hold	1,085	–	–	﹤0.01%	1783
2022 Q4	$3.2K	Buy	+1,085	New	+$3K	﹤0.01%	1763

Other funds holding FIP

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

WSIB

Washington State Investment Board Olympia, Washington $268M AUM 96.93% 1-Year Est. Return

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

FCM

Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

Caspian Capital New York $176M AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

LFCM

Long Focus Capital Management San Juan, Puerto Rico $3.91B AUM 12.68% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

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

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

EverSource Wealth Advisors reduced its FTAI Infrastructure (FIP) stake by 23% in Q2 2026, selling an estimated $4.18K and leaving 2,864 shares worth $13.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2725.

EverSource Wealth Advisors first reported a position in FIP in Q4 2022 and has held it in 15 quarters since. The position peaked at $29.6K in Q2 2024. 177 funds tracked by Wall St. Rank hold FIP as of Q2 2026.

EverSource Wealth Advisors held 2,864 shares of FTAI Infrastructure worth $13.3K as of Q2 2026.
EverSource Wealth Advisors sold 839 FTAI Infrastructure shares in Q2 2026, an estimated $4.18K.
FTAI Infrastructure made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2725 holding.
EverSource Wealth Advisors first reported a position in FTAI Infrastructure in Q4 2022 and has held it in 15 quarters since.
EverSource Wealth Advisors's FTAI Infrastructure position peaked at $29.6K in Q2 2024.
177 funds tracked by Wall St. Rank held FTAI Infrastructure as of Q2 2026.

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