EWA
FPI

EverSource Wealth Advisors’s Farmland Partners FPI Stock Holding History

EverSource Wealth Advisors’s Portfolio FPI Stock Details FPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.52K Sell
157
-68
-30% -$724 ﹤0.01% 3826
2026
Q1 		$2.53K Buy
225
+122
+118% +$1.4K ﹤0.01% 3560
2025
Q4 		$998 Sell
103
-1,703
-94% -$17.1K ﹤0.01% 3708
2025
Q3 		$19.6K Buy
1,806
+173
+11% +$1.9K ﹤0.01% 2366
2025
Q2 		$18.8K Buy
1,633
+1,496
+1,092% +$16K ﹤0.01% 2343
2025
Q1 		$1.53K Buy
137
+42
+44% +$483 ﹤0.01% 3056
2024
Q4 		$1.12K Hold
95
– – ﹤0.01% 2927
2024
Q3 		$993 Hold
95
– – ﹤0.01% 2733
2024
Q2 		$1.01K Hold
95
– – ﹤0.01% 2741
2024
Q1 		$1.02K Hold
95
– – ﹤0.01% 2571
2023
Q4 		$1.19K Hold
95
– – ﹤0.01% 2344
2023
Q3 		$975 Hold
95
– – ﹤0.01% 2232
2023
Q2 		$1.16K Buy
+95
New +$1.06K ﹤0.01% 2167

Other funds holding FPI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AAG
Accordant Advisory Group Annapolis, Maryland $148M AUM 23.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $1.07B AUM 34.04% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its Farmland Partners (FPI) stake by 30% in Q2 2026, selling an estimated $724 and leaving 157 shares worth $1.52K. The position accounts for ﹤0.01% of the portfolio, ranked #3826.

EverSource Wealth Advisors first reported a position in FPI in Q2 2023 and has held it in 13 quarters since. The position peaked at $19.6K in Q3 2025. 179 funds tracked by Wall St. Rank hold FPI as of Q2 2026.

  • EverSource Wealth Advisors held 157 shares of Farmland Partners worth $1.52K as of Q2 2026.
  • EverSource Wealth Advisors sold 68 Farmland Partners shares in Q2 2026, an estimated $724.
  • Farmland Partners made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3826 holding.
  • EverSource Wealth Advisors first reported a position in Farmland Partners in Q2 2023 and has held it in 13 quarters since.
  • EverSource Wealth Advisors's Farmland Partners position peaked at $19.6K in Q3 2025.
  • 179 funds tracked by Wall St. Rank held Farmland Partners as of Q2 2026.

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