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
Q2 		$7.45K Sell
143
-212
-60% -$9.29K ﹤0.01% 3076
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its Scansource (SCSC) stake by 60% in Q2 2026, selling an estimated $9.29K and leaving 143 shares worth $7.45K. The position accounts for ﹤0.01% of the portfolio, ranked #3076.

EverSource Wealth Advisors first reported a position in SCSC in Q4 2021 and has held it in 19 quarters since. The position peaked at $20.5K in Q3 2025. 213 funds tracked by Wall St. Rank hold SCSC as of Q2 2026.

  • EverSource Wealth Advisors held 143 shares of Scansource worth $7.45K as of Q2 2026.
  • EverSource Wealth Advisors sold 212 Scansource shares in Q2 2026, an estimated $9.29K.
  • Scansource made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3076 holding.
  • EverSource Wealth Advisors first reported a position in Scansource in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Scansource position peaked at $20.5K in Q3 2025.
  • 213 funds tracked by Wall St. Rank held Scansource as of Q2 2026.

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