EverSource Wealth Advisors’s Financial Institutions FISI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$15.5K	Sell	397 -1,248	-76%	-$44.3K	﹤0.01%	2624
2026 Q1	$52.2K	Sell	1,645 -4	-0.2%	-$129	﹤0.01%	1844
2025 Q4	$51.4K	Sell	1,649 -9	-0.5%	-$265	﹤0.01%	1732
2025 Q3	$45.1K	Sell	1,658 -80	-5%	-$2.13K	﹤0.01%	1781
2025 Q2	$44.6K	Buy	1,738 +1,515	+679%	+$37.8K	﹤0.01%	1696
2025 Q1	$5.57K	Buy	223 +22	+11%	+$594	﹤0.01%	2445
2024 Q4	$5.49K	Sell	201 -304	-60%	-$8K	﹤0.01%	2299
2024 Q3	$12.9K	Hold	505	–	–	﹤0.01%	1732
2024 Q2	$13.3K	Hold	505	–	–	﹤0.01%	1714
2024 Q1	$8.7K	Hold	505	–	–	﹤0.01%	1766
2023 Q4	$10.8K	Sell	505 -33	-6%	-$589	﹤0.01%	1528
2023 Q3	$9.05K	Buy	538 +134	+33%	+$2.36K	﹤0.01%	1459
2023 Q2	$6.36K	Buy	+404	New	+$6.84K	﹤0.01%	1630

Other funds holding FISI

PCA

PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

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

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

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

ACM

Ategra Capital Management Vienna, Virginia $222M AUM 31.41% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its Financial Institutions (FISI) stake by 76% in Q2 2026, selling an estimated $44.3K and leaving 397 shares worth $15.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2624.

EverSource Wealth Advisors first reported a position in FISI in Q2 2023 and has held it in 13 quarters since. The position peaked at $52.2K in Q1 2026. 159 funds tracked by Wall St. Rank hold FISI as of Q2 2026.

EverSource Wealth Advisors held 397 shares of Financial Institutions worth $15.5K as of Q2 2026.
EverSource Wealth Advisors sold 1,248 Financial Institutions shares in Q2 2026, an estimated $44.3K.
Financial Institutions made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2624 holding.
EverSource Wealth Advisors first reported a position in Financial Institutions in Q2 2023 and has held it in 13 quarters since.
EverSource Wealth Advisors's Financial Institutions position peaked at $52.2K in Q1 2026.
159 funds tracked by Wall St. Rank held Financial Institutions as of Q2 2026.

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