EverSource Wealth Advisors
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EverSource Wealth Advisors’s Zura Bio ZURA Stock Holding History

EverSource Wealth Advisors’s Portfolio ZURA Stock Details ZURA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$12 Buy
+3
New +$16 ﹤0.01% 4521
2025
Q4 		– Sell
-24
Closed -$104 – 4471
2025
Q3 		$104 Sell
24
-112
-82% -$201 ﹤0.01% 4196
2025
Q2 		$143 Buy
136
+9
+7% +$11 ﹤0.01% 4088
2025
Q1 		$164 Buy
+127
New +$200 ﹤0.01% 3737

Other funds holding ZURA

SL
Siren LLC Greenwich, Connecticut $4.23B AUM 121.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Affinity Asset Advisors
Affinity Asset Advisors New York $2.46B AUM 196.28% 1-Year Est. Return
Blue Owl Capital Holdings
Blue Owl Capital Holdings New York $548M AUM 35.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

EverSource Wealth Advisors's ZURA Position: Q3 2026 in Review

EverSource Wealth Advisors opened a new position in Zura Bio (ZURA) in Q3 2026: 3 shares worth $12. The stake represents ﹤0.01% of the portfolio and ranks #4521 among its holdings. This is a return to the name: EverSource Wealth Advisors previously reported a position in ZURA as recently as Q3 2025.

EverSource Wealth Advisors first reported a position in ZURA in Q1 2025 and has held it in 4 quarters since. The position peaked at $164 in Q1 2025. 77 funds tracked by Wall St. Rank hold ZURA as of Q3 2026.

  • EverSource Wealth Advisors held 3 shares of Zura Bio worth $12 as of Q3 2026.
  • Zura Bio was a new EverSource Wealth Advisors position in Q3 2026.
  • Zura Bio made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q3 2026, its #4521 holding.
  • EverSource Wealth Advisors first reported a position in Zura Bio in Q1 2025 and has held it in 4 quarters since.
  • EverSource Wealth Advisors's Zura Bio position peaked at $164 in Q1 2025.
  • 77 funds tracked by Wall St. Rank held Zura Bio as of Q3 2026.

Based on EverSource Wealth Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.