EverSource Wealth Advisors’s T. Rowe Price Value ETF TVAL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$43.6K	Sell	1,047 -2,125	-67%	-$84.5K	﹤0.01%	1865
2026 Q1	$115K	Buy	+3,172	New	+$117K	﹤0.01%	1349

Other funds holding TVAL

NWA

Northwest Wealth Advisors Bellingham, Washington $174M AUM

HFS

Hopwood Financial Services Reston, Virginia $173M AUM 23.42% 1-Year Est. Return

FAM

Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

CIA

Cape Investment Advisory Mcdonough, Georgia $374M AUM 21.53% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its T. Rowe Price Value ETF (TVAL) stake by 67% in Q2 2026, selling an estimated $84.5K and leaving 1,047 shares worth $43.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1865.

EverSource Wealth Advisors first reported a position in TVAL in Q1 2026 and has held it in 2 quarters since. The position peaked at $115K in Q1 2026. 6 funds tracked by Wall St. Rank hold TVAL as of Q2 2026.

EverSource Wealth Advisors held 1,047 shares of T. Rowe Price Value ETF worth $43.6K as of Q2 2026.
EverSource Wealth Advisors sold 2,125 T. Rowe Price Value ETF shares in Q2 2026, an estimated $84.5K.
T. Rowe Price Value ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1865 holding.
EverSource Wealth Advisors first reported a position in T. Rowe Price Value ETF in Q1 2026 and has held it in 2 quarters since.
EverSource Wealth Advisors's T. Rowe Price Value ETF position peaked at $115K in Q1 2026.
6 funds tracked by Wall St. Rank held T. Rowe Price Value ETF as of Q2 2026.

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