EWA
SEPN

EverSource Wealth Advisors’s Septerna Inc SEPN Stock Holding History

EverSource Wealth Advisors’s Portfolio SEPN Stock Details SEPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.14K Sell
64
-4
-6% -$113 ﹤0.01% 3699
2026
Q1 		$1.63K Buy
68
+5
+8% +$131 ﹤0.01% 3704
2025
Q4 		$1.76K Hold
63
– – ﹤0.01% 3541
2025
Q3 		$1.19K Buy
63
+41
+186% +$538 ﹤0.01% 3712
2025
Q2 		$233 Buy
+22
New +$181 ﹤0.01% 4035

Other funds holding SEPN

HSA
Hussman Strategic Advisors Ellicott City, Maryland $434M AUM 19.64% 1-Year Est. Return
FRM
Fox Run Management Greenwich, Connecticut $603M AUM 32% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CUAMC
China Universal Asset Management Company Shanghai, China $1.67B AUM 89% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
CWIG
Chung Wu Investment Group Sugar Land, Texas $152M AUM 78.53% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its Septerna Inc (SEPN) stake by 5.9% in Q2 2026, selling an estimated $113 and leaving 64 shares worth $2.14K. The position accounts for ﹤0.01% of the portfolio, ranked #3699.

EverSource Wealth Advisors first reported a position in SEPN in Q2 2025 and has held it in 5 quarters since. 21 funds tracked by Wall St. Rank hold SEPN as of Q2 2026.

  • EverSource Wealth Advisors held 64 shares of Septerna Inc worth $2.14K as of Q2 2026.
  • EverSource Wealth Advisors sold 4 Septerna Inc shares in Q2 2026, an estimated $113.
  • Septerna Inc made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3699 holding.
  • EverSource Wealth Advisors first reported a position in Septerna Inc in Q2 2025 and has held it in 5 quarters since.
  • 21 funds tracked by Wall St. Rank held Septerna Inc as of Q2 2026.

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