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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
Q2 		$14.8K Sell
1,452
-992
-41% -$11.3K ﹤0.01% 2654
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
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $62.7B AUM 29.77% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its SFL Corp (SFL) stake by 41% in Q2 2026, selling an estimated $11.3K and leaving 1,452 shares worth $14.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2654.

EverSource Wealth Advisors first reported a position in SFL in Q4 2022 and has held it in 14 quarters since. The position peaked at $27.6K in Q2 2025. 223 funds tracked by Wall St. Rank hold SFL as of Q2 2026.

  • EverSource Wealth Advisors held 1,452 shares of SFL Corp worth $14.8K as of Q2 2026.
  • EverSource Wealth Advisors sold 992 SFL Corp shares in Q2 2026, an estimated $11.3K.
  • SFL Corp made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2654 holding.
  • EverSource Wealth Advisors first reported a position in SFL Corp in Q4 2022 and has held it in 14 quarters since.
  • EverSource Wealth Advisors's SFL Corp position peaked at $27.6K in Q2 2025.
  • 223 funds tracked by Wall St. Rank held SFL Corp as of Q2 2026.

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