EWA
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EverSource Wealth Advisors’s PDF Solutions PDFS Stock Holding History

EverSource Wealth Advisors’s Portfolio PDFS Stock Details PDFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.86K Sell
111
-88
-44% -$4.36K ﹤0.01% 3050
2026
Q1 		$6.51K Hold
199
– – ﹤0.01% 3139
2025
Q4 		$5.68K Hold
199
– – ﹤0.01% 3074
2025
Q3 		$5.14K Sell
199
-26
-12% -$568 ﹤0.01% 3139
2025
Q2 		$4.81K Buy
+225
New +$4.26K ﹤0.01% 3174
2025
Q1 		– Sell
-28
Closed -$758 – 4140
2024
Q4 		$758 Buy
+28
New +$844 ﹤0.01% 3060

Other funds holding PDFS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NIM
Needham Investment Management New York $3.33B AUM 163.16% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.58B AUM 51% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.79B AUM 33.56% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM

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

EverSource Wealth Advisors reduced its PDF Solutions (PDFS) stake by 44% in Q2 2026, selling an estimated $4.36K and leaving 111 shares worth $7.86K. The position accounts for ﹤0.01% of the portfolio, ranked #3050.

EverSource Wealth Advisors first reported a position in PDFS in Q4 2024 and has held it in 6 quarters since. 282 funds tracked by Wall St. Rank hold PDFS as of Q2 2026.

  • EverSource Wealth Advisors held 111 shares of PDF Solutions worth $7.86K as of Q2 2026.
  • EverSource Wealth Advisors sold 88 PDF Solutions shares in Q2 2026, an estimated $4.36K.
  • PDF Solutions made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3050 holding.
  • EverSource Wealth Advisors first reported a position in PDF Solutions in Q4 2024 and has held it in 6 quarters since.
  • 282 funds tracked by Wall St. Rank held PDF Solutions as of Q2 2026.

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