EWA
FLNA

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
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

AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
AWM
Activest Wealth Management Aventure, Florida $518M AUM 44.34% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
SWA
SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
GSWM
Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its Filana Therapeutics (FLNA) stake by 83% in Q2 2026, selling an estimated $3.04K and leaving 425 shares worth $506. The position accounts for ﹤0.01% of the portfolio, ranked #4127.

EverSource Wealth Advisors first reported a position in FLNA in Q4 2021 and has held it in 19 quarters since. The position peaked at $11K in Q3 2025. 15 funds tracked by Wall St. Rank hold FLNA as of Q2 2026.

  • EverSource Wealth Advisors held 425 shares of Filana Therapeutics worth $506 as of Q2 2026.
  • EverSource Wealth Advisors sold 2,134 Filana Therapeutics shares in Q2 2026, an estimated $3.04K.
  • Filana Therapeutics made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #4127 holding.
  • EverSource Wealth Advisors first reported a position in Filana Therapeutics in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Filana Therapeutics position peaked at $11K in Q3 2025.
  • 15 funds tracked by Wall St. Rank held Filana Therapeutics as of Q2 2026.

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