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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
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 Ftse Developed Markets Etf Etf (VEA)
Vanguard Growth Etf Etf (VUG)
Vanguard Value Etf Etf (VTV)
Apple Stock (AAPL)
iShares Gold Trust ETF Etf (IAU)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Vanguard Dividend Appreciation Etf Etf (VIG)
Vanguard Health Care Etf Etf (VHT)
Microsoft Corp Stock (MSFT)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard Total Stock Market Etf Etf (VTI)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Sovereigns Capital Flourish Fund Etf (SOVF)

View all positions for EverSource Wealth Advisors

Top funds holding Financial Institutions

Dimensional Fund Advisors
Vanguard Group
Commonwealth Equity Services
LSV Asset Management
Courier Capital Corp
Canandaigua National Bank and Trust Company
PL Capital Advisors
Hotchkis and Wiley Capital Management
Bank of New York Mellon
Arrowstreet Capital, Limited Partnership
Jpmorgan Chase & Co
Charles Schwab Investment Management
Millennium Management
Goldman Sachs Group
Federated Investors

View all funds holding Financial Institutions