EverSource Wealth Advisors’s Swarmer Inc SWMR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$99.2K	Buy	+5,561	New	+$198K	﹤0.01%	1392

Other funds holding SWMR

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return

Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

T3 Companies New York $103M AUM 54.73% 1-Year Est. Return

Pacific Capital Wealth Advisors Corona, California $698M AUM 9.63% 1-Year Est. Return

FNY Investment Advisers New York $402M AUM 85.9% 1-Year Est. Return

EverSource Wealth Advisors's SWMR Position: Q3 2026 in Review

EverSource Wealth Advisors opened a new position in Swarmer Inc (SWMR) in Q3 2026: 5,561 shares worth $99.2K. The stake represents ﹤0.01% of the portfolio and ranks #1392 among its holdings.

36 funds tracked by Wall St. Rank hold SWMR as of Q3 2026.

EverSource Wealth Advisors held 5,561 shares of Swarmer Inc worth $99.2K as of Q3 2026.
Swarmer Inc was a new EverSource Wealth Advisors position in Q3 2026.
Swarmer Inc made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q3 2026, its #1392 holding.
36 funds tracked by Wall St. Rank held Swarmer Inc as of Q3 2026.

Based on EverSource Wealth Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.