EverSource Wealth Advisors’s SFL Corp SFL Stock Holding History

EverSource Wealth Advisors’s Portfolio SFL Stock Details SFL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$26.4K	Buy	2,444 +367	+18%	+$3.55K	﹤0.01%	2324
2025 Q4	$16.2K	Sell	2,077 -950	-31%	-$7.3K	﹤0.01%	2521
2025 Q3	$22.8K	Sell	3,027 -290	-9%	-$2.5K	﹤0.01%	2270
2025 Q2	$27.6K	Buy	3,317 +2,944	+789%	+$24.4K	﹤0.01%	2037
2025 Q1	$3.06K	Buy	373 +42	+13%	+$406	﹤0.01%	2722
2024 Q4	$3.38K	Buy	331 +313	+1,739%	+$3.34K	﹤0.01%	2512
2024 Q3	$208	Sell	18 -98	-84%	-$1.17K	﹤0.01%	2957
2024 Q2	$1.37K	Buy	+116	New	+$1.57K	﹤0.01%	2656
2024 Q1	–	Sell	-505	Closed	-$5.7K	–	2982
2023 Q4	$5.7K	Hold	505	–	–	﹤0.01%	1805
2023 Q3	$5.63K	Sell	505 -140	-22%	-$1.45K	﹤0.01%	1662
2023 Q2	$6.02K	Hold	645	–	–	﹤0.01%	1649
2023 Q1	$6.13K	Hold	645	–	–	﹤0.01%	1567
2022 Q4	$5.95K	Buy	+645	New	+$6.27K	﹤0.01%	1535

Other funds holding SFL

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

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

EverSource Wealth Advisors increased its SFL Corp (SFL) stake by 18% in Q1 2026, buying an estimated $3.55K and bringing the position to 2,444 shares worth $26.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2324.

EverSource Wealth Advisors first reported a position in SFL in Q4 2022 and has held it in 13 quarters since. The position peaked at $27.6K in Q2 2025. 215 funds tracked by Wall St. Rank hold SFL as of Q1 2026.

EverSource Wealth Advisors held 2,444 shares of SFL Corp worth $26.4K as of Q1 2026.
EverSource Wealth Advisors bought 367 SFL Corp shares in Q1 2026, an estimated $3.55K.
SFL Corp made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #2324 holding.
EverSource Wealth Advisors first reported a position in SFL Corp in Q4 2022 and has held it in 13 quarters since.
EverSource Wealth Advisors's SFL Corp position peaked at $27.6K in Q2 2025.
215 funds tracked by Wall St. Rank held SFL Corp as of Q1 2026.

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