EWA
SAFX

EverSource Wealth Advisors’s XCF Global Inc SAFX Stock Holding History

EverSource Wealth Advisors’s Portfolio SAFX Stock Details SAFX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$28 Sell
65
-12
-16% -$5 ﹤0.01% 4369
2026
Q1 		$27 Buy
77
+64
+492% +$15 ﹤0.01% 4347
2025
Q4 		$3 Buy
+13
New +$10 ﹤0.01% 4263

Other funds holding SAFX

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JDLA
J. Derek Lewis & Associates Newport Beach, California $529M AUM

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

EverSource Wealth Advisors reduced its XCF Global Inc (SAFX) stake by 16% in Q2 2026, selling an estimated $5 and leaving 65 shares worth $28. The position accounts for ﹤0.01% of the portfolio, ranked #4369.

EverSource Wealth Advisors first reported a position in SAFX in Q4 2025 and has held it in 3 quarters since. 53 funds tracked by Wall St. Rank hold SAFX as of Q2 2026.

  • EverSource Wealth Advisors held 65 shares of XCF Global Inc worth $28 as of Q2 2026.
  • EverSource Wealth Advisors sold 12 XCF Global Inc shares in Q2 2026, an estimated $5.
  • XCF Global Inc made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #4369 holding.
  • EverSource Wealth Advisors first reported a position in XCF Global Inc in Q4 2025 and has held it in 3 quarters since.
  • 53 funds tracked by Wall St. Rank held XCF Global Inc as of Q2 2026.

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