EverSource Wealth Advisors’s SiriusPoint SPNT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$103K	Buy	4,275 +571	+15%	+$13.1K	﹤0.01%	1365
2026 Q1	$79.8K	Buy	3,704 +1,256	+51%	+$25.9K	﹤0.01%	1569
2025 Q4	$53.6K	Buy	2,448 +823	+51%	+$16.5K	﹤0.01%	1701
2025 Q3	$29.4K	Sell	1,625 -488	-23%	-$9.13K	﹤0.01%	2072
2025 Q2	$43.1K	Buy	2,113 +1,377	+187%	+$25.3K	﹤0.01%	1717
2025 Q1	$12.7K	Buy	736 +3	+0.4%	+$45	﹤0.01%	1975
2024 Q4	$12K	Buy	733 +82	+13%	+$1.18K	﹤0.01%	1896
2024 Q3	$9.34K	Hold	651	–	–	﹤0.01%	1905
2024 Q2	$9.36K	Hold	651	–	–	﹤0.01%	1895
2024 Q1	$7.67K	Hold	651	–	–	﹤0.01%	1833
2023 Q4	$7.55K	Sell	651 -186	-22%	-$1.96K	﹤0.01%	1689
2023 Q3	$8.51K	Sell	837 -241	-22%	-$2.41K	﹤0.01%	1485
2023 Q2	$9.73K	Hold	1,078	–	–	﹤0.01%	1454
2023 Q1	$8.76K	Hold	1,078	–	–	﹤0.01%	1419
2022 Q4	$6.36K	Hold	1,078	–	–	﹤0.01%	1507
2022 Q3	$5K	Buy	+1,078	New	+$5.01K	﹤0.01%	1397
2022 Q1	–	Sell	-1,625	Closed	-$13K	–	1834
2021 Q4	$13K	Buy	+1,625	New	+$14.3K	﹤0.01%	868

Other funds holding SPNT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

EverSource Wealth Advisors increased its SiriusPoint (SPNT) stake by 15% in Q2 2026, buying an estimated $13.1K and bringing the position to 4,275 shares worth $103K. The position accounts for ﹤0.01% of the portfolio, ranked #1365.

EverSource Wealth Advisors first reported a position in SPNT in Q4 2021 and has held it in 17 quarters since. 253 funds tracked by Wall St. Rank hold SPNT as of Q2 2026.

EverSource Wealth Advisors held 4,275 shares of SiriusPoint worth $103K as of Q2 2026.
EverSource Wealth Advisors bought 571 SiriusPoint shares in Q2 2026, an estimated $13.1K.
SiriusPoint made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1365 holding.
EverSource Wealth Advisors first reported a position in SiriusPoint in Q4 2021 and has held it in 17 quarters since.
253 funds tracked by Wall St. Rank held SiriusPoint as of Q2 2026.

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