EverSource Wealth Advisors’s Rhinebeck Bancorp RBKB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$69	Buy	+4	New	+$65	﹤0.01%	4333
2025 Q4	–	Sell	-1	Closed	-$11	–	4410
2025 Q3	$11	Buy	+1	New	+$13	﹤0.01%	4299

Other funds holding RBKB

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

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

EverSource Wealth Advisors opened a new position in Rhinebeck Bancorp (RBKB) in Q2 2026: 4 shares worth $69. The stake represents ﹤0.01% of the portfolio and ranks #4333 among its holdings. This is a return to the name: EverSource Wealth Advisors previously reported a position in RBKB as recently as Q3 2025.

EverSource Wealth Advisors first reported a position in RBKB in Q3 2025 and has held it in 2 quarters since. 6 funds tracked by Wall St. Rank hold RBKB as of Q2 2026.

EverSource Wealth Advisors held 4 shares of Rhinebeck Bancorp worth $69 as of Q2 2026.
Rhinebeck Bancorp was a new EverSource Wealth Advisors position in Q2 2026.
Rhinebeck Bancorp made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #4333 holding.
EverSource Wealth Advisors first reported a position in Rhinebeck Bancorp in Q3 2025 and has held it in 2 quarters since.
6 funds tracked by Wall St. Rank held Rhinebeck Bancorp as of Q2 2026.

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