EverSource Wealth Advisors’s Turning Point Brands TPB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$9.16K	Sell	108 -67	-38%	-$5.56K	﹤0.01%	2954
2026 Q1	$15.2K	Sell	175 -13	-7%	-$1.45K	﹤0.01%	2674
2025 Q4	$20.4K	Sell	188 -37	-16%	-$3.62K	﹤0.01%	2371
2025 Q3	$22.2K	Hold	225	–	–	﹤0.01%	2288
2025 Q2	$17K	Buy	225 +162	+257%	+$11K	﹤0.01%	2425
2025 Q1	$3.75K	Sell	63 -6	-9%	-$371	﹤0.01%	2638
2024 Q4	$4.15K	Buy	+69	New	+$3.68K	﹤0.01%	2431

Other funds holding TPB

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

DSCM

Divisadero Street Capital Management Miami, Florida $4.41B AUM 90.53% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return

MRCP

Maple Rock Capital Partners Toronto, Ontario, Canada $5.1B AUM 214.22% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its Turning Point Brands (TPB) stake by 38% in Q2 2026, selling an estimated $5.56K and leaving 108 shares worth $9.16K. The position accounts for ﹤0.01% of the portfolio, ranked #2954.

EverSource Wealth Advisors first reported a position in TPB in Q4 2024 and has held it in 7 quarters since. The position peaked at $22.2K in Q3 2025. 230 funds tracked by Wall St. Rank hold TPB as of Q2 2026.

EverSource Wealth Advisors held 108 shares of Turning Point Brands worth $9.16K as of Q2 2026.
EverSource Wealth Advisors sold 67 Turning Point Brands shares in Q2 2026, an estimated $5.56K.
Turning Point Brands made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2954 holding.
EverSource Wealth Advisors first reported a position in Turning Point Brands in Q4 2024 and has held it in 7 quarters since.
EverSource Wealth Advisors's Turning Point Brands position peaked at $22.2K in Q3 2025.
230 funds tracked by Wall St. Rank held Turning Point Brands as of Q2 2026.

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