EverSource Wealth Advisors’s FormFactor FORM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$168K	Buy	1,727 +586	+51%	+$50.4K	0.01%	1151
2025 Q4	$63.6K	Sell	1,141 -393	-26%	-$19.8K	﹤0.01%	1586
2025 Q3	$55.9K	Sell	1,534 -309	-17%	-$9.95K	﹤0.01%	1621
2025 Q2	$63.4K	Buy	1,843 +1,246	+209%	+$37.8K	﹤0.01%	1471
2025 Q1	$16.9K	Buy	597 +517	+646%	+$19K	﹤0.01%	1791
2024 Q4	$3.52K	Sell	80 -79	-50%	-$3.4K	﹤0.01%	2494
2024 Q3	$7.31K	Buy	159 +63	+66%	+$3.14K	﹤0.01%	2041
2024 Q2	$5.14K	Buy	96 +75	+357%	+$3.91K	﹤0.01%	2216
2024 Q1	$936	Buy	+21	New	+$875	﹤0.01%	2606
2023 Q4	–	Sell	-53	Closed	-$1.85K	–	2680
2023 Q3	$1.85K	Hold	53	–	–	﹤0.01%	2029
2023 Q2	$1.81K	Buy	+53	New	+$1.58K	﹤0.01%	2054

Other funds holding FORM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

EARNEST Partners

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Polar Capital Holdings London, United Kingdom $22.9B AUM 115.26% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

SEI Investments

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return