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EverSource Wealth Advisors’s Northeast Bank NBN Stock Holding History

EverSource Wealth Advisors’s Portfolio NBN Stock Details NBN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-74
Closed -$8.32K – 4504
2026
Q1 		$8.32K Sell
74
-18
-20% -$2.04K ﹤0.01% 3015
2025
Q4 		$9.56K Sell
92
-68
-43% -$6.34K ﹤0.01% 2820
2025
Q3 		$16K Hold
160
– – ﹤0.01% 2519
2025
Q2 		$14.2K Buy
+160
New +$13.7K ﹤0.01% 2567
2025
Q1 		– Sell
-6
Closed -$550 – 4123
2024
Q4 		$550 Buy
+6
New +$552 ﹤0.01% 3157

Other funds holding NBN

Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
AM
Ampfield Management New York $100M AUM 19.77% 1-Year Est. Return
TWM
Trevian Wealth Management Weston, Massachusetts $235M AUM 23.84% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
PCM
Polaris Capital Management Boston, Massachusetts $1.06B AUM 40.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.85B AUM 140.52% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return
HIFS
Hingham Institution for Savings Hingham, Massachusetts $134M AUM

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

EverSource Wealth Advisors sold out of Northeast Bank (NBN) in Q2 2026, closing a stake of 74 shares — an estimated $8.32K sold.

EverSource Wealth Advisors first reported a position in NBN in Q4 2024 and held it in 5 quarters. The position peaked at $16K in Q3 2025. 40 funds tracked by Wall St. Rank hold NBN as of Q2 2026.

  • EverSource Wealth Advisors reported no remaining Northeast Bank position as of Q2 2026 after selling out during the quarter.
  • EverSource Wealth Advisors sold 74 Northeast Bank shares in Q2 2026, an estimated $8.32K.
  • EverSource Wealth Advisors first reported a position in Northeast Bank in Q4 2024 and held it in 5 quarters.
  • EverSource Wealth Advisors's Northeast Bank position peaked at $16K in Q3 2025.
  • 40 funds tracked by Wall St. Rank held Northeast Bank as of Q2 2026.

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