EWA
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EverSource Wealth Advisors’s Tredegar Corp TG Stock Holding History

EverSource Wealth Advisors’s Portfolio TG Stock Details TG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$16.1K Sell
2,020
-348
-15% -$2.91K ﹤0.01% 2641
2025
Q4 		$17K Buy
2,368
+497
+27% +$3.77K ﹤0.01% 2490
2025
Q3 		$15K Buy
1,871
+174
+10% +$1.43K ﹤0.01% 2564
2025
Q2 		$14.9K Buy
1,697
+1,272
+299% +$10.3K ﹤0.01% 2525
2025
Q1 		$3.27K Sell
425
-27
-6% -$208 ﹤0.01% 2695
2024
Q4 		$3.47K Buy
452
+28
+7% +$213 ﹤0.01% 2500
2024
Q3 		$3.09K Hold
424
– – ﹤0.01% 2408
2024
Q2 		$2.42K Buy
+424
New +$2.47K ﹤0.01% 2486
2022
Q3 		– Sell
-126
Closed -$1K – 2134
2022
Q2 		$1K Hold
126
– – ﹤0.01% 1673
2022
Q1 		$2K Hold
126
– – ﹤0.01% 1583
2021
Q4 		$1K Buy
+126
New +$1.52K ﹤0.01% 1729

Other funds holding TG

GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MA
Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

EverSource Wealth Advisors's TG Position: Q1 2026 in Review

EverSource Wealth Advisors reduced its Tredegar Corp (TG) stake by 15% in Q1 2026, selling an estimated $2.91K and leaving 2,020 shares worth $16.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2641.

EverSource Wealth Advisors first reported a position in TG in Q4 2021 and has held it in 11 quarters since. The position peaked at $17K in Q4 2025. 142 funds tracked by Wall St. Rank hold TG as of Q1 2026.

  • EverSource Wealth Advisors held 2,020 shares of Tredegar Corp worth $16.1K as of Q1 2026.
  • EverSource Wealth Advisors sold 348 Tredegar Corp shares in Q1 2026, an estimated $2.91K.
  • Tredegar Corp made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #2641 holding.
  • EverSource Wealth Advisors first reported a position in Tredegar Corp in Q4 2021 and has held it in 11 quarters since.
  • EverSource Wealth Advisors's Tredegar Corp position peaked at $17K in Q4 2025.
  • 142 funds tracked by Wall St. Rank held Tredegar Corp as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.