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EverSource Wealth Advisors’s Priority Technology Holdings PRTH Stock Holding History

EverSource Wealth Advisors’s Portfolio PRTH Stock Details PRTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.79K Buy
719
+458
+175% +$2.65K ﹤0.01% 3302
2026
Q1 		$1.23K Buy
261
+90
+53% +$493 ﹤0.01% 3788
2025
Q4 		$932 Sell
171
-1,389
-89% -$8.6K ﹤0.01% 3724
2025
Q3 		$10.7K Sell
1,560
-186
-11% -$1.4K ﹤0.01% 2790
2025
Q2 		$13.6K Buy
1,746
+1,527
+697% +$11.5K ﹤0.01% 2597
2025
Q1 		$1.49K Buy
+219
New +$2.07K ﹤0.01% 3069

Other funds holding PRTH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BCA
Buckley Capital Advisors Miami Beach, Florida $161M AUM
SCP
Steamboat Capital Partners Rye, New York $468M AUM 80.81% 1-Year Est. Return
FCM
FourWorld Capital Management New York $110M AUM 44.07% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PCM
Prelude Capital Management New York $1.37B AUM 71.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NIP
Norwood Investment Partners Mill Valley, California $72.4M AUM 1.36% 1-Year Est. Return

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

EverSource Wealth Advisors increased its Priority Technology Holdings (PRTH) stake by 175% in Q2 2026, buying an estimated $2.65K and bringing the position to 719 shares worth $4.79K. The position accounts for ﹤0.01% of the portfolio, ranked #3302.

EverSource Wealth Advisors first reported a position in PRTH in Q1 2025 and has held it in 6 quarters since. The position peaked at $13.6K in Q2 2025. 131 funds tracked by Wall St. Rank hold PRTH as of Q2 2026.

  • EverSource Wealth Advisors held 719 shares of Priority Technology Holdings worth $4.79K as of Q2 2026.
  • EverSource Wealth Advisors bought 458 Priority Technology Holdings shares in Q2 2026, an estimated $2.65K.
  • Priority Technology Holdings made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3302 holding.
  • EverSource Wealth Advisors first reported a position in Priority Technology Holdings in Q1 2025 and has held it in 6 quarters since.
  • EverSource Wealth Advisors's Priority Technology Holdings position peaked at $13.6K in Q2 2025.
  • 131 funds tracked by Wall St. Rank held Priority Technology Holdings as of Q2 2026.

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