EWA
PLBC icon

EverSource Wealth Advisors’s Plumas Bancorp PLBC Stock Holding History

EverSource Wealth Advisors’s Portfolio PLBC Stock Details PLBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.81K Buy
31
+11
+55% +$582 ﹤0.01% 3762
2026
Q1 		$977 Hold
20
– – ﹤0.01% 3863
2025
Q4 		$893 Sell
20
-878
-98% -$37.7K ﹤0.01% 3735
2025
Q3 		$38.7K Buy
898
+896
+44,800% +$38.7K ﹤0.01% 1897
2025
Q2 		$89 Sell
2
-1
-33% -$43 ﹤0.01% 4141
2025
Q1 		$130 Buy
+3
New +$134 ﹤0.01% 3779

Other funds holding PLBC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SCP
Siena Capital Partners Chicago, Illinois $413M AUM 16.05% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
DLP
De Lisle Partners Poole, United Kingdom $916M AUM 54.05% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

EverSource Wealth Advisors increased its Plumas Bancorp (PLBC) stake by 55% in Q2 2026, buying an estimated $582 and bringing the position to 31 shares worth $1.81K. The position accounts for ﹤0.01% of the portfolio, ranked #3762.

EverSource Wealth Advisors first reported a position in PLBC in Q1 2025 and has held it in 6 quarters since. The position peaked at $38.7K in Q3 2025. 105 funds tracked by Wall St. Rank hold PLBC as of Q2 2026.

  • EverSource Wealth Advisors held 31 shares of Plumas Bancorp worth $1.81K as of Q2 2026.
  • EverSource Wealth Advisors bought 11 Plumas Bancorp shares in Q2 2026, an estimated $582.
  • Plumas Bancorp made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3762 holding.
  • EverSource Wealth Advisors first reported a position in Plumas Bancorp in Q1 2025 and has held it in 6 quarters since.
  • EverSource Wealth Advisors's Plumas Bancorp position peaked at $38.7K in Q3 2025.
  • 105 funds tracked by Wall St. Rank held Plumas Bancorp as of Q2 2026.

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