EverSource Wealth Advisors’s Smith & Wesson SWBI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.49K	Buy	99 +11	+13%	+$165	﹤0.01%	3835
2026 Q1	$1.26K	Buy	88 +78	+780%	+$948	﹤0.01%	3784
2025 Q4	$99	Sell	10 -30	-75%	-$290	﹤0.01%	4106
2025 Q3	$393	Sell	40 -162	-80%	-$1.38K	﹤0.01%	4010
2025 Q2	$1.75K	Buy	202 +114	+130%	+$1.08K	﹤0.01%	3547
2025 Q1	$820	Buy	88 +4	+5%	+$41	﹤0.01%	3296
2024 Q4	$849	Sell	84 -1,007	-92%	-$12.6K	﹤0.01%	3020
2024 Q3	$14.2K	Buy	1,091 +1,000	+1,099%	+$14.4K	﹤0.01%	1667
2024 Q2	$1.51K	Sell	91 -70	-43%	-$1.15K	﹤0.01%	2637
2024 Q1	$2.73K	Hold	161	–	–	﹤0.01%	2284
2023 Q4	$2.18K	Hold	161	–	–	﹤0.01%	2140
2023 Q3	$2.08K	Buy	161 +91	+130%	+$1.14K	﹤0.01%	1992
2023 Q2	$913	Buy	+70	New	+$853	﹤0.01%	2259

Other funds holding SWBI

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

ACP

Aviance Capital Partners Naples, Florida $963M AUM 32.56% 1-Year Est. Return

SIM

SummerHaven Investment Management Stamford, Connecticut $187M AUM 70.61% 1-Year Est. Return

LSC

Lesa Sroufe & Co Seattle, Washington $140M AUM 53.13% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

KFS

Keynote Financial Services Vernon, Connecticut $214M AUM 60.12% 1-Year Est. Return

FRM

Fox Run Management Greenwich, Connecticut $603M AUM 32% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

EverSource Wealth Advisors increased its Smith & Wesson (SWBI) stake by 13% in Q2 2026, buying an estimated $165 and bringing the position to 99 shares worth $1.49K. The position accounts for ﹤0.01% of the portfolio, ranked #3835.

EverSource Wealth Advisors first reported a position in SWBI in Q2 2023 and has held it in 13 quarters since. The position peaked at $14.2K in Q3 2024. 51 funds tracked by Wall St. Rank hold SWBI as of Q2 2026.

EverSource Wealth Advisors held 99 shares of Smith & Wesson worth $1.49K as of Q2 2026.
EverSource Wealth Advisors bought 11 Smith & Wesson shares in Q2 2026, an estimated $165.
Smith & Wesson made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3835 holding.
EverSource Wealth Advisors first reported a position in Smith & Wesson in Q2 2023 and has held it in 13 quarters since.
EverSource Wealth Advisors's Smith & Wesson position peaked at $14.2K in Q3 2024.
51 funds tracked by Wall St. Rank held Smith & Wesson as of Q2 2026.

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