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Financial Institutions shares owned by EverSource Wealth Advisors

Quarter-by-quarter ownership of Financial Institutions (FISI) shares owned by EverSource Wealth Advisors from 13F filings

Historical chart of EverSource Wealth Advisors investment in Financial Institutions

Tip: Access up to 7 years of quarterly data

All positions including Financial Institutions held by EverSource Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Financial Institutions by EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $5.5k 201 27.29
2024-09-30 $13k 505 25.47
2024-06-30 $13k 505 26.32
2024-03-31 $8.7k 505 17.22
2023-12-31 $11k 505 21.30
2023-09-30 $9.1k 538 16.83
2023-06-30 $6.4k 404 15.74

More positions owned by EverSource Wealth Advisors

Vanguard Growth Etf Etf (VUG)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Value Etf Etf (VTV)
Apple Stock (AAPL)
iShares Gold Trust ETF Etf (IAU)
Vanguard S&p 500 Etf Etf (VOO)
Tesla Stock (TSLA)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Fidelity Wise Origin Bitcoin Fund Etf (FBTC)
Microsoft Corp Stock (MSFT)
Nvidia Corporation Stock (NVDA)
Amazon Stock (AMZN)
Sovereigns Capital Flourish Fund Etf (SOVF)
Vanguard Dividend Appreciation Etf Etf (VIG)
Vanguard Short-term Bond Etf Etf (BSV)

View all positions for EverSource Wealth Advisors

Top funds holding Financial Institutions

BlackRock
Dimensional Fund Advisors
Vanguard Group
Wellington Management Company
PL Capital Advisors
Commonwealth Equity Services
American Century Companies
Adage Capital Partners GP
Verition Fund Management
Courier Capital Corp
Geode Capital Management
Acadian Asset Management
LSV Asset Management
Fourthstone
Renaissance Technologies

View all funds holding Financial Institutions