EverSource Wealth Advisors
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EverSource Wealth Advisors’s Lifeway Foods LWAY Stock Holding History

EverSource Wealth Advisors’s Portfolio LWAY Stock Details LWAY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$276 Buy
+13
New +$356 ﹤0.01% 4285
2025
Q4 		– Sell
-18
Closed -$500 – 4364
2025
Q3 		$500 Hold
18
– – ﹤0.01% 3950
2025
Q2 		$444 Buy
18
+14
+350% +$332 ﹤0.01% 3924
2025
Q1 		$98 Buy
+4
New +$90 ﹤0.01% 3832

Other funds holding LWAY

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Riverwater Partners
Riverwater Partners Milwaukee, Wisconsin $360M AUM 25.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

EverSource Wealth Advisors's LWAY Position: Q3 2026 in Review

EverSource Wealth Advisors opened a new position in Lifeway Foods (LWAY) in Q3 2026: 13 shares worth $276. The stake represents ﹤0.01% of the portfolio and ranks #4285 among its holdings. This is a return to the name: EverSource Wealth Advisors previously reported a position in LWAY as recently as Q3 2025.

EverSource Wealth Advisors first reported a position in LWAY in Q1 2025 and has held it in 4 quarters since. The position peaked at $500 in Q3 2025. 29 funds tracked by Wall St. Rank hold LWAY as of Q3 2026.

  • EverSource Wealth Advisors held 13 shares of Lifeway Foods worth $276 as of Q3 2026.
  • Lifeway Foods was a new EverSource Wealth Advisors position in Q3 2026.
  • Lifeway Foods made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q3 2026, its #4285 holding.
  • EverSource Wealth Advisors first reported a position in Lifeway Foods in Q1 2025 and has held it in 4 quarters since.
  • EverSource Wealth Advisors's Lifeway Foods position peaked at $500 in Q3 2025.
  • 29 funds tracked by Wall St. Rank held Lifeway Foods as of Q3 2026.

Based on EverSource Wealth Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.