EWA
LOMA

EverSource Wealth Advisors’s Loma Negra LOMA Stock Holding History

EverSource Wealth Advisors’s Portfolio LOMA Stock Details LOMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-76
Closed -$843 – 4490
2026
Q1 		$843 Sell
76
-142
-65% -$1.59K ﹤0.01% 3912
2025
Q4 		$2.82K Sell
218
-157
-42% -$1.68K ﹤0.01% 3364
2025
Q3 		$2.76K Sell
375
-110
-23% -$1.09K ﹤0.01% 3405
2025
Q2 		$5.32K Buy
+485
New +$5.61K ﹤0.01% 3137

Other funds holding LOMA

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
RAM
RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return
FSC
Fourth Sail Capital Camana Bay Grand Cayman, Cayman Islands $660M AUM 27% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
AA
Ancient Art Austin, Texas $489M AUM 53.42% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
PC
PointState Capital New York $7.82B AUM 43.51% 1-Year Est. Return
MGP
M&G plc London, United Kingdom $20.1B AUM 16.62% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
RCMU
Rokos Capital Management (UK) London, United Kingdom $26.8B AUM 90.85% 1-Year Est. Return

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

EverSource Wealth Advisors sold out of Loma Negra (LOMA) in Q2 2026, closing a stake of 76 shares — an estimated $843 sold.

EverSource Wealth Advisors first reported a position in LOMA in Q2 2025 and held it in 4 quarters. The position peaked at $5.32K in Q2 2025. 56 funds tracked by Wall St. Rank hold LOMA as of Q2 2026.

  • EverSource Wealth Advisors reported no remaining Loma Negra position as of Q2 2026 after selling out during the quarter.
  • EverSource Wealth Advisors sold 76 Loma Negra shares in Q2 2026, an estimated $843.
  • EverSource Wealth Advisors first reported a position in Loma Negra in Q2 2025 and held it in 4 quarters.
  • EverSource Wealth Advisors's Loma Negra position peaked at $5.32K in Q2 2025.
  • 56 funds tracked by Wall St. Rank held Loma Negra as of Q2 2026.

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