EverSource Wealth Advisors’s QCR Holdings QCRH Stock Holding History

EverSource Wealth Advisors’s Portfolio QCRH Stock Details QCRH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$20K	Sell	205 -97	-32%	-$8.9K	﹤0.01%	2430
2026 Q1	$25.8K	Buy	302 +14	+5%	+$1.22K	﹤0.01%	2347
2025 Q4	$24K	Sell	288 -89	-24%	-$7K	﹤0.01%	2267
2025 Q3	$28.5K	Buy	377 +47	+14%	+$3.54K	﹤0.01%	2099
2025 Q2	$22.4K	Buy	330 +294	+817%	+$19.7K	﹤0.01%	2206
2025 Q1	$2.57K	Buy	36 +26	+260%	+$1.98K	﹤0.01%	2811
2024 Q4	$807	Buy	10 +9	+900%	+$756	﹤0.01%	3038
2024 Q3	$74	Hold	1	–	–	﹤0.01%	2992
2024 Q2	$76	Hold	1	–	–	﹤0.01%	3004
2024 Q1	$55	Hold	1	–	–	﹤0.01%	2851
2023 Q4	$58	Hold	1	–	–	﹤0.01%	2609
2023 Q3	$49	Hold	1	–	–	﹤0.01%	2468
2023 Q2	$41	Hold	1	–	–	﹤0.01%	2466
2023 Q1	$44	Buy	+1	New	+$50	﹤0.01%	2353

Other funds holding QCRH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ECA

Endeavour Capital Advisors Greenwich, Connecticut $487M AUM 31.85% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its QCR Holdings (QCRH) stake by 32% in Q2 2026, selling an estimated $8.9K and leaving 205 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #2430.

EverSource Wealth Advisors first reported a position in QCRH in Q1 2023 and has held it in 14 quarters since. The position peaked at $28.5K in Q3 2025. 219 funds tracked by Wall St. Rank hold QCRH as of Q2 2026.

EverSource Wealth Advisors held 205 shares of QCR Holdings worth $20K as of Q2 2026.
EverSource Wealth Advisors sold 97 QCR Holdings shares in Q2 2026, an estimated $8.9K.
QCR Holdings made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2430 holding.
EverSource Wealth Advisors first reported a position in QCR Holdings in Q1 2023 and has held it in 14 quarters since.
EverSource Wealth Advisors's QCR Holdings position peaked at $28.5K in Q3 2025.
219 funds tracked by Wall St. Rank held QCR Holdings as of Q2 2026.

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