EWA
PANL icon

EverSource Wealth Advisors’s Pangaea Logistics PANL Stock Holding History

EverSource Wealth Advisors’s Portfolio PANL Stock Details PANL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.3K Sell
200
-374
-65% -$2.84K ﹤0.01% 3878
2026
Q1 		$4.06K Sell
574
-90
-14% -$709 ﹤0.01% 3357
2025
Q4 		$4.57K Sell
664
-246
-27% -$1.49K ﹤0.01% 3158
2025
Q3 		$4.62K Buy
910
+116
+15% +$600 ﹤0.01% 3194
2025
Q2 		$3.73K Sell
794
-360
-31% -$1.6K ﹤0.01% 3279
2025
Q1 		$5.49K Buy
1,154
+239
+26% +$1.26K ﹤0.01% 2448
2024
Q4 		$4.9K Buy
+915
New +$5.51K ﹤0.01% 2359

Other funds holding PANL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $4.39B AUM 72.96% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
CCC
Cable Car Capital San Francisco, California $4.66B AUM 77.16% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its Pangaea Logistics (PANL) stake by 65% in Q2 2026, selling an estimated $2.84K and leaving 200 shares worth $1.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3878.

EverSource Wealth Advisors first reported a position in PANL in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.49K in Q1 2025. 160 funds tracked by Wall St. Rank hold PANL as of Q2 2026.

  • EverSource Wealth Advisors held 200 shares of Pangaea Logistics worth $1.3K as of Q2 2026.
  • EverSource Wealth Advisors sold 374 Pangaea Logistics shares in Q2 2026, an estimated $2.84K.
  • Pangaea Logistics made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3878 holding.
  • EverSource Wealth Advisors first reported a position in Pangaea Logistics in Q4 2024 and has held it in 7 quarters since.
  • EverSource Wealth Advisors's Pangaea Logistics position peaked at $5.49K in Q1 2025.
  • 160 funds tracked by Wall St. Rank held Pangaea Logistics as of Q2 2026.

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