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EverSource Wealth Advisors’s Sovereign's Capital Flourish Fund SOVF Stock Holding History

EverSource Wealth Advisors’s Portfolio SOVF Stock Details SOVF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$12.2M Sell
409,027
-191,687
-32% -$5.45M 0.41% 55
2026
Q1 		$16.1M Buy
600,714
+145,551
+32% +$4.18M 0.49% 44
2025
Q4 		$13.3M Sell
455,163
-287,697
-39% -$8.36M 0.49% 52
2025
Q3 		$22.5M Sell
742,860
-109,032
-13% -$3.31M 0.89% 25
2025
Q2 		$25.7M Buy
851,892
+64,460
+8% +$1.87M 1.16% 16
2025
Q1 		$23.4M Buy
787,432
+47,077
+6% +$1.47M 1.28% 11
2024
Q4 		$22.8M Buy
740,355
+59,670
+9% +$1.87M 1.28% 13
2024
Q3 		$20.7M Buy
680,685
+37,215
+6% +$1.11M 1.31% 11
2024
Q2 		$19.9M Buy
643,470
+76,246
+13% +$2.18M 1.32% 10
2024
Q1 		$15.7M Buy
567,224
+110,934
+24% +$3.14M 1.24% 15
2023
Q4 		$12.9M Buy
+456,290
New +$11.8M 1.19% 15

Other funds holding SOVF

CM
Cornerstone Management Duluth, Georgia $695M AUM 12.92% 1-Year Est. Return
BFS
Bare Financial Services Gap, Pennsylvania $436M AUM 20.22% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
BAM
BOS Asset Management Springfield, Illinois $431M AUM 27.86% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
VFA
Values First Advisors Gray, Tennessee $219M AUM 33.35% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its Sovereign's Capital Flourish Fund (SOVF) stake by 32% in Q2 2026, selling an estimated $5.45M and leaving 409,027 shares worth $12.2M. The position accounts for 0.41% of the portfolio, ranked #55.

EverSource Wealth Advisors first reported a position in SOVF in Q4 2023 and has held it in 11 quarters since. The position peaked at $25.7M in Q2 2025. 7 funds tracked by Wall St. Rank hold SOVF as of Q2 2026.

  • EverSource Wealth Advisors held 409,027 shares of Sovereign's Capital Flourish Fund worth $12.2M as of Q2 2026.
  • EverSource Wealth Advisors sold 191,687 Sovereign's Capital Flourish Fund shares in Q2 2026, an estimated $5.45M.
  • Sovereign's Capital Flourish Fund made up 0.41% of EverSource Wealth Advisors's portfolio in Q2 2026, its #55 holding.
  • EverSource Wealth Advisors first reported a position in Sovereign's Capital Flourish Fund in Q4 2023 and has held it in 11 quarters since.
  • EverSource Wealth Advisors's Sovereign's Capital Flourish Fund position peaked at $25.7M in Q2 2025.
  • 7 funds tracked by Wall St. Rank held Sovereign's Capital Flourish Fund as of Q2 2026.

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