EWA
PTRN

EverSource Wealth Advisors’s Pattern Group Inc PTRN Stock Holding History

EverSource Wealth Advisors’s Portfolio PTRN Stock Details PTRN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-214
Closed -$2.47K – 4532
2025
Q4 		$2.47K Buy
+214
New +$3.12K ﹤0.01% 3416

Other funds holding PTRN

KL
Knox Lane San Francisco, California $478M AUM
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 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
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return

EverSource Wealth Advisors's PTRN Position: Q1 2026 in Review

EverSource Wealth Advisors sold out of Pattern Group Inc (PTRN) in Q1 2026, closing a stake of 214 shares — an estimated $2.47K sold.

EverSource Wealth Advisors first reported a position in PTRN in Q4 2025 and held it in 1 quarter. The position peaked at $2.47K in Q4 2025. 87 funds tracked by Wall St. Rank hold PTRN as of Q1 2026.

  • EverSource Wealth Advisors reported no remaining Pattern Group Inc position as of Q1 2026 after selling out during the quarter.
  • EverSource Wealth Advisors sold 214 Pattern Group Inc shares in Q1 2026, an estimated $2.47K.
  • EverSource Wealth Advisors first reported a position in Pattern Group Inc in Q4 2025 and held it in 1 quarter.
  • EverSource Wealth Advisors's Pattern Group Inc position peaked at $2.47K in Q4 2025.
  • 87 funds tracked by Wall St. Rank held Pattern Group Inc as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.