EverSource Wealth Advisors’s System1 SST Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-11	Closed	-$61	–	4464
2025 Q2	$61	Sell	11 -2	-15%	-$9	﹤0.01%	4178
2025 Q1	$50	Buy	+13	New	+$80	﹤0.01%	3902

Other funds holding SST

Cannae Holdings Las Vegas, Nevada $134M AUM 85.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return

EverSource Wealth Advisors's SST Position: Q3 2025 in Review

EverSource Wealth Advisors sold out of System1 (SST) in Q3 2025, closing a stake of 11 shares — an estimated $61 sold.

EverSource Wealth Advisors first reported a position in SST in Q1 2025 and held it in 2 quarters. The position peaked at $61 in Q2 2025. 30 funds tracked by Wall St. Rank hold SST as of Q3 2025.

EverSource Wealth Advisors reported no remaining System1 position as of Q3 2025 after selling out during the quarter.
EverSource Wealth Advisors sold 11 System1 shares in Q3 2025, an estimated $61.
EverSource Wealth Advisors first reported a position in System1 in Q1 2025 and held it in 2 quarters.
EverSource Wealth Advisors's System1 position peaked at $61 in Q2 2025.
30 funds tracked by Wall St. Rank held System1 as of Q3 2025.

Based on EverSource Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.