EWA
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EverSource Wealth Advisors’s First US Bancshares FUSB Stock Holding History

EverSource Wealth Advisors’s Portfolio FUSB Stock Details FUSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$152K Buy
9,932
+4,966
+100% +$73.9K ﹤0.01% 1201
2025
Q4 		$69.4K Buy
4,966
+2,805
+130% +$37K ﹤0.01% 1514
2025
Q3 		$26.7K Hold
2,161
– – ﹤0.01% 2139
2025
Q2 		$27.9K Buy
2,161
+55
+3% +$705 ﹤0.01% 2030
2025
Q1 		$28.1K Hold
2,106
– – ﹤0.01% 1508
2024
Q4 		$26.4K Hold
2,106
– – ﹤0.01% 1486
2024
Q3 		$24.4K Hold
2,106
– – ﹤0.01% 1392
2024
Q2 		$21.3K Hold
2,106
– – ﹤0.01% 1475
2024
Q1 		$21.8K Hold
2,106
– – ﹤0.01% 1322
2023
Q4 		$22.4K Hold
2,106
– – ﹤0.01% 1190
2023
Q3 		$18K Hold
2,106
– – ﹤0.01% 1166
2023
Q2 		$18K Hold
2,106
– – ﹤0.01% 1198
2023
Q1 		$15.8K Hold
2,106
– – ﹤0.01% 1178
2022
Q4 		$18.3K Hold
2,106
– – ﹤0.01% 1090
2022
Q3 		$17K Hold
2,106
– – ﹤0.01% 956
2022
Q2 		$23K Hold
2,106
– – 0.01% 794
2022
Q1 		$25K Hold
2,106
– – 0.01% 619
2021
Q4 		$22K Buy
+2,106
New +$23.3K 0.01% 637

Other funds holding FUSB

GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return
PH
Pinnacle Holdings Tulsa, Oklahoma $309M AUM 18.8% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

EverSource Wealth Advisors's FUSB Position: Q1 2026 in Review

EverSource Wealth Advisors increased its First US Bancshares (FUSB) stake by 100% in Q1 2026, buying an estimated $73.9K and bringing the position to 9,932 shares worth $152K. The position accounts for ﹤0.01% of the portfolio, ranked #1201.

EverSource Wealth Advisors first reported a position in FUSB in Q4 2021 and has held it in 18 quarters since. 29 funds tracked by Wall St. Rank hold FUSB as of Q1 2026.

  • EverSource Wealth Advisors held 9,932 shares of First US Bancshares worth $152K as of Q1 2026.
  • EverSource Wealth Advisors bought 4,966 First US Bancshares shares in Q1 2026, an estimated $73.9K.
  • First US Bancshares made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #1201 holding.
  • EverSource Wealth Advisors first reported a position in First US Bancshares in Q4 2021 and has held it in 18 quarters since.
  • 29 funds tracked by Wall St. Rank held First US Bancshares as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.