EverSource Wealth Advisors’s Teekay TK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$13.3K	Sell	1,328 -404	-23%	-$5.05K	﹤0.01%	2726
2026 Q1	$21.1K	Sell	1,732 -235	-12%	-$2.59K	﹤0.01%	2472
2025 Q4	$17.8K	Buy	1,967 +563	+40%	+$5.18K	﹤0.01%	2459
2025 Q3	$11.5K	Sell	1,404 -773	-36%	-$6.15K	﹤0.01%	2743
2025 Q2	$18K	Buy	2,177 +1,288	+145%	+$9.98K	﹤0.01%	2381
2025 Q1	$5.84K	Sell	889 -75	-8%	-$518	﹤0.01%	2419
2024 Q4	$6.68K	Buy	964 +99	+11%	+$764	﹤0.01%	2207
2024 Q3	$7.96K	Hold	865	–	–	﹤0.01%	1988
2024 Q2	$7.5K	Hold	865	–	–	﹤0.01%	2023
2024 Q1	$6.33K	Hold	865	–	–	﹤0.01%	1931
2023 Q4	$6.18K	Hold	865	–	–	﹤0.01%	1771
2023 Q3	$5.34K	Sell	865 -67	-7%	-$428	﹤0.01%	1679
2023 Q2	$5.63K	Buy	932 +246	+36%	+$1.44K	﹤0.01%	1685
2023 Q1	$4.24K	Hold	686	–	–	﹤0.01%	1703
2022 Q4	$3.11K	Hold	686	–	–	﹤0.01%	1774
2022 Q3	$2K	Hold	686	–	–	﹤0.01%	1729
2022 Q2	$2K	Hold	686	–	–	﹤0.01%	1574
2022 Q1	$2K	Hold	686	–	–	﹤0.01%	1587
2021 Q4	$2K	Buy	+686	New	+$2.37K	﹤0.01%	1633

Other funds holding TK

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

FFL

Flat Footed LLC Wilson, Wyoming $1.31B AUM 86.49% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its Teekay (TK) stake by 23% in Q2 2026, selling an estimated $5.05K and leaving 1,328 shares worth $13.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2726.

EverSource Wealth Advisors first reported a position in TK in Q4 2021 and has held it in 19 quarters since. The position peaked at $21.1K in Q1 2026. 179 funds tracked by Wall St. Rank hold TK as of Q2 2026.

EverSource Wealth Advisors held 1,328 shares of Teekay worth $13.3K as of Q2 2026.
EverSource Wealth Advisors sold 404 Teekay shares in Q2 2026, an estimated $5.05K.
Teekay made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2726 holding.
EverSource Wealth Advisors first reported a position in Teekay in Q4 2021 and has held it in 19 quarters since.
EverSource Wealth Advisors's Teekay position peaked at $21.1K in Q1 2026.
179 funds tracked by Wall St. Rank held Teekay as of Q2 2026.

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