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
Q2 		$82.2K Sell
4,966
-4,966
-50% -$79.6K ﹤0.01% 1487
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 $11.3B AUM 163.05% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PH
Pinnacle Holdings Tulsa, Oklahoma $324M AUM 26.47% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $16.8B AUM 26.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its First US Bancshares (FUSB) stake by 50% in Q2 2026, selling an estimated $79.6K and leaving 4,966 shares worth $82.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1487.

EverSource Wealth Advisors first reported a position in FUSB in Q4 2021 and has held it in 19 quarters since. The position peaked at $152K in Q1 2026. 29 funds tracked by Wall St. Rank hold FUSB as of Q2 2026.

  • EverSource Wealth Advisors held 4,966 shares of First US Bancshares worth $82.2K as of Q2 2026.
  • EverSource Wealth Advisors sold 4,966 First US Bancshares shares in Q2 2026, an estimated $79.6K.
  • First US Bancshares made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1487 holding.
  • EverSource Wealth Advisors first reported a position in First US Bancshares in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's First US Bancshares position peaked at $152K in Q1 2026.
  • 29 funds tracked by Wall St. Rank held First US Bancshares as of Q2 2026.

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