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
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 $535B AUM 26.23% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

EverSource Wealth Advisors's NPB Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Northpointe Bancshares (NPB) stake by 13% in Q1 2026, buying an estimated $211 and bringing the position to 108 shares worth $1.86K. The position accounts for ﹤0.01% of the portfolio, ranked #3669.

EverSource Wealth Advisors first reported a position in NPB in Q3 2025 and has held it in 3 quarters since. 115 funds tracked by Wall St. Rank hold NPB as of Q1 2026.

  • EverSource Wealth Advisors held 108 shares of Northpointe Bancshares worth $1.86K as of Q1 2026.
  • EverSource Wealth Advisors bought 12 Northpointe Bancshares shares in Q1 2026, an estimated $211.
  • Northpointe Bancshares made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #3669 holding.
  • EverSource Wealth Advisors first reported a position in Northpointe Bancshares in Q3 2025 and has held it in 3 quarters since.
  • 115 funds tracked by Wall St. Rank held Northpointe Bancshares as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.