EWA
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EverSource Wealth Advisors’s Scansource SCSC Stock Holding History

EverSource Wealth Advisors’s Portfolio SCSC Stock Details SCSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$12.9K Sell
355
-78
-18% -$2.98K ﹤0.01% 2782
2025
Q4 		$16.9K Sell
433
-34
-7% -$1.4K ﹤0.01% 2498
2025
Q3 		$20.5K Buy
467
+18
+4% +$766 ﹤0.01% 2332
2025
Q2 		$18.8K Buy
449
+282
+169% +$10.5K ﹤0.01% 2344
2025
Q1 		$5.68K Sell
167
-28
-14% -$1.14K ﹤0.01% 2429
2024
Q4 		$9.25K Buy
195
+28
+17% +$1.37K ﹤0.01% 2040
2024
Q3 		$8.02K Hold
167
– – ﹤0.01% 1983
2024
Q2 		$8.69K Hold
167
– – ﹤0.01% 1927
2024
Q1 		$6.95K Hold
167
– – ﹤0.01% 1876
2023
Q4 		$6.62K Hold
167
– – ﹤0.01% 1744
2023
Q3 		$5.06K Hold
167
– – ﹤0.01% 1710
2023
Q2 		$4.94K Hold
167
– – ﹤0.01% 1740
2023
Q1 		$5.08K Sell
167
-53
-24% -$1.65K ﹤0.01% 1638
2022
Q4 		$6.43K Sell
220
-25
-10% -$742 ﹤0.01% 1502
2022
Q3 		$6K Sell
245
-69
-22% -$2.08K ﹤0.01% 1315
2022
Q2 		$10K Hold
314
– – ﹤0.01% 1041
2022
Q1 		$11K Hold
314
– – ﹤0.01% 946
2021
Q4 		$11K Buy
+314
New +$11.1K ﹤0.01% 934

Other funds holding SCSC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its Scansource (SCSC) stake by 18% in Q1 2026, selling an estimated $2.98K and leaving 355 shares worth $12.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2782.

EverSource Wealth Advisors first reported a position in SCSC in Q4 2021 and has held it in 18 quarters since. The position peaked at $20.5K in Q3 2025. 201 funds tracked by Wall St. Rank hold SCSC as of Q1 2026.

  • EverSource Wealth Advisors held 355 shares of Scansource worth $12.9K as of Q1 2026.
  • EverSource Wealth Advisors sold 78 Scansource shares in Q1 2026, an estimated $2.98K.
  • Scansource made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #2782 holding.
  • EverSource Wealth Advisors first reported a position in Scansource in Q4 2021 and has held it in 18 quarters since.
  • EverSource Wealth Advisors's Scansource position peaked at $20.5K in Q3 2025.
  • 201 funds tracked by Wall St. Rank held Scansource as of Q1 2026.

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