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EverSource Wealth Advisors’s FTAI Aviation FTAI Stock Holding History

EverSource Wealth Advisors’s Portfolio FTAI Stock Details FTAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$323K Sell
1,195
-89
-7% -$22.4K 0.01% 763
2026
Q1 		$315K Buy
1,284
+82
+7% +$21.7K 0.01% 826
2025
Q4 		$237K Sell
1,202
-9
-0.7% -$1.53K 0.01% 868
2025
Q3 		$202K Buy
1,211
+57
+5% +$8.11K 0.01% 900
2025
Q2 		$133K Buy
1,154
+12
+1% +$1.34K 0.01% 1056
2025
Q1 		$127K Sell
1,142
-1,372
-55% -$162K 0.01% 823
2024
Q4 		$362K Sell
2,514
-604
-19% -$89K 0.02% 453
2024
Q3 		$414K Buy
3,118
+215
+7% +$24.4K 0.03% 373
2024
Q2 		$324K Buy
2,903
+28
+1% +$2.23K 0.02% 422
2024
Q1 		$202K Buy
2,875
+1,790
+165% +$98.2K 0.02% 486
2023
Q4 		$50.3K Hold
1,085
– – ﹤0.01% 896
2023
Q3 		$38.6K Hold
1,085
– – ﹤0.01% 913
2023
Q2 		$34.4K Hold
1,085
– – ﹤0.01% 975
2023
Q1 		$30.3K Hold
1,085
– – ﹤0.01% 953
2022
Q4 		$18.6K Buy
+1,085
New +$18.2K ﹤0.01% 1087

Other funds holding FTAI

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its FTAI Aviation (FTAI) stake by 6.9% in Q2 2026, selling an estimated $22.4K and leaving 1,195 shares worth $323K. The position accounts for 0.01% of the portfolio, ranked #763.

EverSource Wealth Advisors first reported a position in FTAI in Q4 2022 and has held it in 15 quarters since. The position peaked at $414K in Q3 2024. 680 funds tracked by Wall St. Rank hold FTAI as of Q2 2026.

  • EverSource Wealth Advisors held 1,195 shares of FTAI Aviation worth $323K as of Q2 2026.
  • EverSource Wealth Advisors sold 89 FTAI Aviation shares in Q2 2026, an estimated $22.4K.
  • FTAI Aviation made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #763 holding.
  • EverSource Wealth Advisors first reported a position in FTAI Aviation in Q4 2022 and has held it in 15 quarters since.
  • EverSource Wealth Advisors's FTAI Aviation position peaked at $414K in Q3 2024.
  • 680 funds tracked by Wall St. Rank held FTAI Aviation as of Q2 2026.

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