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EverSource Wealth Advisors’s Stewart Information Services STC Stock Holding History

EverSource Wealth Advisors’s Portfolio STC Stock Details STC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.05K Sell
31
-198
-86% -$13.2K ﹤0.01% 3713
2026
Q1 		$14.1K Buy
229
+2
+0.9% +$133 ﹤0.01% 2733
2025
Q4 		$15.9K Sell
227
-27
-11% -$1.94K ﹤0.01% 2539
2025
Q3 		$18.6K Sell
254
-78
-23% -$5.37K ﹤0.01% 2407
2025
Q2 		$21.6K Buy
332
+269
+427% +$17.3K ﹤0.01% 2231
2025
Q1 		$4.5K Buy
63
+27
+75% +$1.83K ﹤0.01% 2549
2024
Q4 		$2.43K Buy
36
+32
+800% +$2.29K ﹤0.01% 2642
2024
Q3 		$299 Hold
4
– – ﹤0.01% 2931
2024
Q2 		$283 Buy
+4
New +$250 ﹤0.01% 2961
2022
Q4 		– Sell
-64
Closed -$3K – 2418
2022
Q3 		$3K Sell
64
-105
-62% -$5.36K ﹤0.01% 1581
2022
Q2 		$8K Sell
169
-48
-22% -$2.58K ﹤0.01% 1131
2022
Q1 		$14K Hold
217
– – ﹤0.01% 854
2021
Q4 		$17K Buy
+217
New +$15.9K ﹤0.01% 759

Other funds holding STC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its Stewart Information Services (STC) stake by 86% in Q2 2026, selling an estimated $13.2K and leaving 31 shares worth $2.05K. The position accounts for ﹤0.01% of the portfolio, ranked #3713.

EverSource Wealth Advisors first reported a position in STC in Q4 2021 and has held it in 13 quarters since. The position peaked at $21.6K in Q2 2025. 247 funds tracked by Wall St. Rank hold STC as of Q2 2026.

  • EverSource Wealth Advisors held 31 shares of Stewart Information Services worth $2.05K as of Q2 2026.
  • EverSource Wealth Advisors sold 198 Stewart Information Services shares in Q2 2026, an estimated $13.2K.
  • Stewart Information Services made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3713 holding.
  • EverSource Wealth Advisors first reported a position in Stewart Information Services in Q4 2021 and has held it in 13 quarters since.
  • EverSource Wealth Advisors's Stewart Information Services position peaked at $21.6K in Q2 2025.
  • 247 funds tracked by Wall St. Rank held Stewart Information Services as of Q2 2026.

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