EWA
ORIS

EverSource Wealth Advisors’s Oriental Rise Holdings ORIS Stock Holding History

EverSource Wealth Advisors’s Portfolio ORIS Stock Details ORIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-6
Closed -$262 – 4507
2025
Q2 		$262 Buy
+6
New +$435 ﹤0.01% 4019

Other funds holding ORIS

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
VPIM
Vanguard Personalized Indexing Management Oakland, California $10.2B AUM 34.45% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
CFA
Capstone Financial Advisors Downers Grove, Illinois $1.86B AUM 15.98% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EverSource Wealth Advisors's ORIS Position: Q3 2025 in Review

EverSource Wealth Advisors sold out of Oriental Rise Holdings (ORIS) in Q3 2025, closing a stake of 6 shares — an estimated $262 sold.

EverSource Wealth Advisors first reported a position in ORIS in Q2 2025 and held it in 1 quarter. The position peaked at $262 in Q2 2025. 10 funds tracked by Wall St. Rank hold ORIS as of Q3 2025.

  • EverSource Wealth Advisors reported no remaining Oriental Rise Holdings position as of Q3 2025 after selling out during the quarter.
  • EverSource Wealth Advisors sold 6 Oriental Rise Holdings shares in Q3 2025, an estimated $262.
  • EverSource Wealth Advisors first reported a position in Oriental Rise Holdings in Q2 2025 and held it in 1 quarter.
  • EverSource Wealth Advisors's Oriental Rise Holdings position peaked at $262 in Q2 2025.
  • 10 funds tracked by Wall St. Rank held Oriental Rise Holdings as of Q3 2025.

Based on EverSource Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.