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 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 $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

FFL

Flat Footed LLC Wilson, Wyoming $920M AUM 86.47% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its Teekay (TK) stake by 12% in Q1 2026, selling an estimated $2.59K and leaving 1,732 shares worth $21.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2472.

EverSource Wealth Advisors first reported a position in TK in Q4 2021 and has held it in 18 quarters since. 187 funds tracked by Wall St. Rank hold TK as of Q1 2026.

EverSource Wealth Advisors held 1,732 shares of Teekay worth $21.1K as of Q1 2026.
EverSource Wealth Advisors sold 235 Teekay shares in Q1 2026, an estimated $2.59K.
Teekay made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #2472 holding.
EverSource Wealth Advisors first reported a position in Teekay in Q4 2021 and has held it in 18 quarters since.
187 funds tracked by Wall St. Rank held Teekay as of Q1 2026.

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