EverSource Wealth Advisors’s Kontoor Brands KTB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$145K	Buy	2,064 +269	+15%	+$17.6K	﹤0.01%	1228
2025 Q4	$110K	Buy	1,795 +162	+10%	+$12K	﹤0.01%	1267
2025 Q3	$130K	Buy	1,633 +164	+11%	+$11.7K	0.01%	1133
2025 Q2	$96.9K	Buy	1,469 +797	+119%	+$51.5K	﹤0.01%	1224
2025 Q1	$43.1K	Sell	672 -50	-7%	-$3.87K	﹤0.01%	1303
2024 Q4	$61.7K	Buy	722 +503	+230%	+$43.1K	﹤0.01%	1093
2024 Q3	$17.9K	Buy	219 +4	+2%	+$285	﹤0.01%	1549
2024 Q2	$15.1K	Buy	215 +29	+16%	+$1.9K	﹤0.01%	1645
2024 Q1	$11.5K	Buy	186 +89	+92%	+$5.33K	﹤0.01%	1615
2023 Q4	$6.05K	Hold	97	–	–	﹤0.01%	1779
2023 Q3	$4.26K	Hold	97	–	–	﹤0.01%	1764
2023 Q2	$4.08K	Sell	97 -10	-9%	-$429	﹤0.01%	1811
2023 Q1	$5.18K	Buy	+107	New	+$5.07K	﹤0.01%	1634
2022 Q3	–	Sell	-36	Closed	-$1K	–	2055
2022 Q2	$1K	Hold	36	–	–	﹤0.01%	1645
2022 Q1	$1K	Hold	36	–	–	﹤0.01%	1649
2021 Q4	$2K	Buy	+36	New	+$1.93K	﹤0.01%	1568

Other funds holding KTB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

PNC Financial Services Group

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Geode Capital Management

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

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return