EverSource Wealth Advisors
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EverSource Wealth Advisors’s Filana Therapeutics FLNA Stock Holding History

EverSource Wealth Advisors’s Portfolio FLNA Stock Details FLNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$377 Hold
425
– – ﹤0.01% 4234
2026
Q2 		$506 Sell
425
-2,134
-83% -$3.04K ﹤0.01% 4127
2026
Q1 		$4.32K Sell
2,559
-551
-18% -$1.13K ﹤0.01% 3334
2025
Q4 		$6.16K Sell
3,110
-659
-17% -$2.11K ﹤0.01% 3035
2025
Q3 		$11K Buy
3,769
+1,059
+39% +$2.44K ﹤0.01% 2774
2025
Q2 		$4.91K Buy
2,710
+2,213
+445% +$3.94K ﹤0.01% 3167
2025
Q1 		$746 Buy
497
+52
+12% +$131 ﹤0.01% 3331
2024
Q4 		$1.05K Buy
445
+153
+52% +$2.69K ﹤0.01% 2948
2024
Q3 		$8.59K Buy
292
+207
+244% +$4.77K ﹤0.01% 1952
2024
Q2 		$1.89K Hold
85
– – ﹤0.01% 2568
2024
Q1 		$1.88K Buy
85
+80
+1,600% +$1.84K ﹤0.01% 2408
2023
Q4 		$113 Hold
5
– – ﹤0.01% 2593
2023
Q3 		$83 Hold
5
– – ﹤0.01% 2458
2023
Q2 		$123 Hold
5
– – ﹤0.01% 2438
2023
Q1 		$121 Hold
5
– – ﹤0.01% 2329
2022
Q4 		$148 Hold
5
– – ﹤0.01% 2266
2022
Q3 		$0 Hold
5
– – ﹤0.01% 2110
2022
Q2 		$0 Hold
5
– – ﹤0.01% 1865
2022
Q1 		$0 Hold
5
– – ﹤0.01% 1826
2021
Q4 		$0 Buy
+5
New +$262 ﹤0.01% 1775

Other funds holding FLNA

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
MGO One Seven
MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Activest Wealth Management
Activest Wealth Management Aventure, Florida $540M AUM 34.92% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

EverSource Wealth Advisors's FLNA Position: Q3 2026 in Review

EverSource Wealth Advisors held its Filana Therapeutics (FLNA) position steady in Q3 2026 at 425 shares worth $377. The position accounts for ﹤0.01% of the portfolio, ranked #4234.

EverSource Wealth Advisors first reported a position in FLNA in Q4 2021 and has held it in 20 quarters since. The position peaked at $11K in Q3 2025. 28 funds tracked by Wall St. Rank hold FLNA as of Q3 2026.

  • EverSource Wealth Advisors held 425 shares of Filana Therapeutics worth $377 as of Q3 2026.
  • EverSource Wealth Advisors left its Filana Therapeutics share count unchanged in Q3 2026.
  • Filana Therapeutics made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q3 2026, its #4234 holding.
  • EverSource Wealth Advisors first reported a position in Filana Therapeutics in Q4 2021 and has held it in 20 quarters since.
  • EverSource Wealth Advisors's Filana Therapeutics position peaked at $11K in Q3 2025.
  • 28 funds tracked by Wall St. Rank held Filana Therapeutics as of Q3 2026.

Based on EverSource Wealth Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.