EWA
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EverSource Wealth Advisors’s OP Bancorp OPBK Stock Holding History

EverSource Wealth Advisors’s Portfolio OPBK Stock Details OPBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$285 Buy
19
+11
+138% +$157 ﹤0.01% 4212
2026
Q1 		$107 Buy
8
+7
+700% +$96 ﹤0.01% 4263
2025
Q4 		$14 Buy
+1
New +$14 ﹤0.01% 4239

Other funds holding OPBK

DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

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

EverSource Wealth Advisors increased its OP Bancorp (OPBK) stake by 138% in Q2 2026, buying an estimated $157 and bringing the position to 19 shares worth $285. The position accounts for ﹤0.01% of the portfolio, ranked #4212.

EverSource Wealth Advisors first reported a position in OPBK in Q4 2025 and has held it in 3 quarters since. 14 funds tracked by Wall St. Rank hold OPBK as of Q2 2026.

  • EverSource Wealth Advisors held 19 shares of OP Bancorp worth $285 as of Q2 2026.
  • EverSource Wealth Advisors bought 11 OP Bancorp shares in Q2 2026, an estimated $157.
  • OP Bancorp made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #4212 holding.
  • EverSource Wealth Advisors first reported a position in OP Bancorp in Q4 2025 and has held it in 3 quarters since.
  • 14 funds tracked by Wall St. Rank held OP Bancorp as of Q2 2026.

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