EWA
REFI

EverSource Wealth Advisors’s Chicago Atlantic Real Estate Finance REFI Stock Holding History

EverSource Wealth Advisors’s Portfolio REFI Stock Details REFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$977 Buy
91
+64
+237% +$735 ﹤0.01% 3970
2026
Q1 		$305 Sell
27
-13
-33% -$158 ﹤0.01% 4140
2025
Q4 		$491 Sell
40
-4,493
-99% -$57.4K ﹤0.01% 3880
2025
Q3 		$58K Sell
4,533
-2,189
-33% -$30K ﹤0.01% 1596
2025
Q2 		$93.8K Buy
6,722
+6,508
+3,041% +$93.5K ﹤0.01% 1241
2025
Q1 		$3.15K Buy
214
+194
+970% +$3.02K ﹤0.01% 2715
2024
Q4 		$308 Buy
+20
New +$315 ﹤0.01% 3341

Other funds holding REFI

DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
UAG
United Advisor Group Cincinnati, Ohio $948M AUM 25.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

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

EverSource Wealth Advisors increased its Chicago Atlantic Real Estate Finance (REFI) stake by 237% in Q2 2026, buying an estimated $735 and bringing the position to 91 shares worth $977. The position accounts for ﹤0.01% of the portfolio, ranked #3970.

EverSource Wealth Advisors first reported a position in REFI in Q4 2024 and has held it in 7 quarters since. The position peaked at $93.8K in Q2 2025. 26 funds tracked by Wall St. Rank hold REFI as of Q2 2026.

  • EverSource Wealth Advisors held 91 shares of Chicago Atlantic Real Estate Finance worth $977 as of Q2 2026.
  • EverSource Wealth Advisors bought 64 Chicago Atlantic Real Estate Finance shares in Q2 2026, an estimated $735.
  • Chicago Atlantic Real Estate Finance made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3970 holding.
  • EverSource Wealth Advisors first reported a position in Chicago Atlantic Real Estate Finance in Q4 2024 and has held it in 7 quarters since.
  • EverSource Wealth Advisors's Chicago Atlantic Real Estate Finance position peaked at $93.8K in Q2 2025.
  • 26 funds tracked by Wall St. Rank held Chicago Atlantic Real Estate Finance as of Q2 2026.

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