EWA
LGVN

EverSource Wealth Advisors’s Longeveron LGVN Stock Holding History

EverSource Wealth Advisors’s Portfolio LGVN Stock Details LGVN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-481
Closed -$361 – 4358
2025
Q3 		$361 Hold
481
– – ﹤0.01% 4021
2025
Q2 		$625 Hold
481
– – ﹤0.01% 3845
2025
Q1 		$746 Hold
481
– – ﹤0.01% 3330
2024
Q4 		$832 Hold
481
– – ﹤0.01% 3028
2024
Q3 		$933 Hold
481
– – ﹤0.01% 2744
2024
Q2 		$1.51K Buy
+481
New +$842 ﹤0.01% 2636

Other funds holding LGVN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.37B AUM 20.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HPIA
Hamilton Point Investment Advisors Chapel Hill, North Carolina $649M AUM 15.81% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

EverSource Wealth Advisors's LGVN Position: Q4 2025 in Review

EverSource Wealth Advisors sold out of Longeveron (LGVN) in Q4 2025, closing a stake of 481 shares — an estimated $361 sold.

EverSource Wealth Advisors first reported a position in LGVN in Q2 2024 and held it in 6 quarters. The position peaked at $1.51K in Q2 2024. 30 funds tracked by Wall St. Rank hold LGVN as of Q4 2025.

  • EverSource Wealth Advisors reported no remaining Longeveron position as of Q4 2025 after selling out during the quarter.
  • EverSource Wealth Advisors sold 481 Longeveron shares in Q4 2025, an estimated $361.
  • EverSource Wealth Advisors first reported a position in Longeveron in Q2 2024 and held it in 6 quarters.
  • EverSource Wealth Advisors's Longeveron position peaked at $1.51K in Q2 2024.
  • 30 funds tracked by Wall St. Rank held Longeveron as of Q4 2025.

Based on EverSource Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.