EverSource Wealth Advisors’s Companhia Siderúrgica Nacional SID Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$556	Sell	608 -14,842	-96%	-$18.6K	﹤0.01%	4108
2026 Q1	$19.2K	Buy	15,450 +14,502	+1,530%	+$23.7K	﹤0.01%	2530
2025 Q4	$1.52K	Buy	948 +608	+179%	+$988	﹤0.01%	3591
2025 Q3	$510	Sell	340 -5,334	-94%	-$7.69K	﹤0.01%	3944
2025 Q2	$7.94K	Buy	5,674 +5,211	+1,125%	+$8.05K	﹤0.01%	2956
2025 Q1	$773	Sell	463 -1,630	-78%	-$2.51K	﹤0.01%	3322
2024 Q4	$3.01K	Buy	2,093 +155	+8%	+$304	﹤0.01%	2560
2024 Q3	$4.63K	Buy	1,938 +1,911	+7,078%	+$4.2K	﹤0.01%	2258
2024 Q2	$57	Sell	27 -70	-72%	-$184	﹤0.01%	3023
2024 Q1	$261	Sell	97 -503	-84%	-$1.74K	﹤0.01%	2784
2023 Q4	$2.36K	Hold	600	–	–	﹤0.01%	2122
2023 Q3	$1.43K	Hold	600	–	–	﹤0.01%	2103
2023 Q2	$1.55K	Buy	+600	New	+$1.65K	﹤0.01%	2097

Other funds holding SID

BCV

Banque Cantonale Vaudoise Lausanne, Switzerland $722M AUM 30.45% 1-Year Est. Return

PAW

Plan A Wealth Lincoln, Nebraska $235M AUM 22.68% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

TFGT

TS Financial Group (TSFG) Lake Forest, Illinois $794M AUM 24.65% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return

LWM

Lodestone Wealth Management Spokane, Washington $283M AUM 33.76% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its Companhia Siderúrgica Nacional (SID) stake by 96% in Q2 2026, selling an estimated $18.6K and leaving 608 shares worth $556. The position accounts for ﹤0.01% of the portfolio, ranked #4108.

EverSource Wealth Advisors first reported a position in SID in Q2 2023 and has held it in 13 quarters since. The position peaked at $19.2K in Q1 2026. 12 funds tracked by Wall St. Rank hold SID as of Q2 2026.

EverSource Wealth Advisors held 608 shares of Companhia Siderúrgica Nacional worth $556 as of Q2 2026.
EverSource Wealth Advisors sold 14,842 Companhia Siderúrgica Nacional shares in Q2 2026, an estimated $18.6K.
Companhia Siderúrgica Nacional made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #4108 holding.
EverSource Wealth Advisors first reported a position in Companhia Siderúrgica Nacional in Q2 2023 and has held it in 13 quarters since.
EverSource Wealth Advisors's Companhia Siderúrgica Nacional position peaked at $19.2K in Q1 2026.
12 funds tracked by Wall St. Rank held Companhia Siderúrgica Nacional as of Q2 2026.

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