EWA
SF

EverSource Wealth Advisors’s Stifel SF Stock Holding History

EverSource Wealth Advisors’s Portfolio SF Stock Details SF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$415K Buy
5,609
+2,082
+59% +$165K 0.01% 683
2025
Q4 		$294K Buy
3,527
+1,857
+111% +$148K 0.01% 766
2025
Q3 		$126K Buy
1,670
+209
+14% +$15.6K 0.01% 1153
2025
Q2 		$101K Buy
1,461
+754
+107% +$46.3K ﹤0.01% 1194
2025
Q1 		$44.4K Buy
707
+626
+773% +$44.1K ﹤0.01% 1290
2024
Q4 		$5.73K Buy
81
+43
+113% +$3.07K ﹤0.01% 2282
2024
Q3 		$2.35K Sell
38
-42
-53% -$2.4K ﹤0.01% 2495
2024
Q2 		$4.7K Buy
80
+42
+111% +$2.23K ﹤0.01% 2240
2024
Q1 		$2K Hold
38
– – ﹤0.01% 2385
2023
Q4 		$1.73K Sell
38
-118
-76% -$4.85K ﹤0.01% 2213
2023
Q3 		$6.39K Buy
156
+42
+37% +$1.77K ﹤0.01% 1596
2023
Q2 		$4.54K Sell
114
-296
-72% -$11.5K ﹤0.01% 1766
2023
Q1 		$16.1K Buy
410
+108
+36% +$4.54K ﹤0.01% 1163
2022
Q4 		$11.7K Buy
+302
New +$11.9K ﹤0.01% 1271
2022
Q3 		– Sell
-1,448
Closed -$54K – 2118
2022
Q2 		$54K Buy
+1,448
New +$60.1K 0.01% 606

Other funds holding SF

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return