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EverSource Wealth Advisors’s Seneca Foods Class A SENEA Stock Holding History

EverSource Wealth Advisors’s Portfolio SENEA Stock Details SENEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.8K Sell
45
-156
-78% -$20.1K ﹤0.01% 3113
2025
Q4 		$22.2K Sell
201
-39
-16% -$4.46K ﹤0.01% 2321
2025
Q3 		$25.9K Sell
240
-113
-32% -$12K ﹤0.01% 2159
2025
Q2 		$35.8K Buy
+353
New +$31.8K ﹤0.01% 1852
2022
Q4 		– Sell
-19
Closed -$1K – 2418
2022
Q3 		$1K Buy
+19
New +$1.04K ﹤0.01% 1886

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American Century Companies
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VCM
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AllianceBernstein
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return