EWA
NPB

EverSource Wealth Advisors’s Northpointe Bancshares NPB Stock Holding History

EverSource Wealth Advisors’s Portfolio NPB Stock Details NPB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.47K Buy
129
+21
+19% +$375 ﹤0.01% 3642
2026
Q1 		$1.86K Buy
108
+12
+13% +$211 ﹤0.01% 3669
2025
Q4 		$1.61K Sell
96
-13
-12% -$220 ﹤0.01% 3574
2025
Q3 		$1.86K Buy
+109
New +$1.78K ﹤0.01% 3538

Other funds holding NPB

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
MCM
Maltese Capital Management New York $549M AUM 32.66% 1-Year Est. Return
AU
Algebris (UK) London, United Kingdom $1.52B AUM 3.09% 1-Year Est. Return

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

EverSource Wealth Advisors increased its Northpointe Bancshares (NPB) stake by 19% in Q2 2026, buying an estimated $375 and bringing the position to 129 shares worth $2.47K. The position accounts for ﹤0.01% of the portfolio, ranked #3642.

EverSource Wealth Advisors first reported a position in NPB in Q3 2025 and has held it in 4 quarters since. 121 funds tracked by Wall St. Rank hold NPB as of Q2 2026.

  • EverSource Wealth Advisors held 129 shares of Northpointe Bancshares worth $2.47K as of Q2 2026.
  • EverSource Wealth Advisors bought 21 Northpointe Bancshares shares in Q2 2026, an estimated $375.
  • Northpointe Bancshares made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3642 holding.
  • EverSource Wealth Advisors first reported a position in Northpointe Bancshares in Q3 2025 and has held it in 4 quarters since.
  • 121 funds tracked by Wall St. Rank held Northpointe Bancshares as of Q2 2026.

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