SOA Wealth Advisors’s eGain EGAN Stock Holding History

SOA Wealth Advisors’s Portfolio EGAN Stock Details EGAN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.15K	Hold	500	–	–	﹤0.01%	737
2026 Q1	$3.94K	Hold	500	–	–	﹤0.01%	670
2025 Q4	$5.14K	Hold	500	–	–	﹤0.01%	660
2025 Q3	$4.36K	Hold	500	–	–	﹤0.01%	677
2025 Q2	$3.13K	Hold	500	–	–	﹤0.01%	682
2025 Q1	$2.42K	Hold	500	–	–	﹤0.01%	689
2024 Q4	$3.12K	Hold	500	–	–	﹤0.01%	652
2024 Q3	$2.55K	Hold	500	–	–	﹤0.01%	650
2024 Q2	$3.15K	Hold	500	–	–	﹤0.01%	642
2024 Q1	$3.23K	Hold	500	–	–	﹤0.01%	655
2023 Q4	$4.17K	Hold	500	–	–	﹤0.01%	619
2023 Q3	$3.06K	Hold	500	–	–	﹤0.01%	670
2023 Q2	$3.75K	Hold	500	–	–	﹤0.01%	654
2023 Q1	$3.79K	Hold	500	–	–	﹤0.01%	661
2022 Q4	$4.51K	Hold	500	–	–	﹤0.01%	637
2022 Q3	$3K	Hold	500	–	–	﹤0.01%	654
2022 Q2	$4K	Hold	500	–	–	﹤0.01%	611
2022 Q1	$5K	Hold	500	–	–	﹤0.01%	683
2021 Q4	$5K	Hold	500	–	–	﹤0.01%	656
2021 Q3	$5K	Hold	500	–	–	﹤0.01%	679
2021 Q2	$5K	Hold	500	–	–	﹤0.01%	662
2021 Q1	$4K	Hold	500	–	–	﹤0.01%	646
2020 Q4	$6K	Buy	+500	New	+$7.07K	﹤0.01%	579

Other funds holding EGAN

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

LTAS

Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return

SOA Wealth Advisors's EGAN Position: Q2 2026 in Review

SOA Wealth Advisors held its eGain (EGAN) position steady in Q2 2026 at 500 shares worth $3.15K. The position accounts for ﹤0.01% of the portfolio, ranked #737.

SOA Wealth Advisors first reported a position in EGAN in Q4 2020 and has held it in 23 quarters since. The position peaked at $6K in Q4 2020. 16 funds tracked by Wall St. Rank hold EGAN as of Q2 2026.

SOA Wealth Advisors held 500 shares of eGain worth $3.15K as of Q2 2026.
SOA Wealth Advisors left its eGain share count unchanged in Q2 2026.
eGain made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #737 holding.
SOA Wealth Advisors first reported a position in eGain in Q4 2020 and has held it in 23 quarters since.
SOA Wealth Advisors's eGain position peaked at $6K in Q4 2020.
16 funds tracked by Wall St. Rank held eGain as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.