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Homestreet shares owned by EverSource Wealth Advisors

Quarter-by-quarter ownership of Homestreet (HMST) shares owned by EverSource Wealth Advisors from 13F filings

Historical chart of EverSource Wealth Advisors investment in Homestreet

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Homestreet by EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $6.5k 632 10.30
2023-09-30 $903 116 7.79
2023-03-31 $8.0k 447 17.99
2022-09-30 $999 37 27.03
2022-06-30 $4.0k 109 36.70
2022-03-31 $5.0k 109 45.87
2021-12-31 $6.0k 109 55.05

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View all positions for EverSource Wealth Advisors

Top funds holding Homestreet

Fourthstone
Vanguard Group
Hotchkis and Wiley Capital Management
Charles Schwab Investment Management
LSV Asset Management
Dimensional Fund Advisors
Jacobs Levy Equity Management
AQR Capital Management
Acuitas Investments
D. E. Shaw & Co
Congress Asset Management
Ccg Wealth Management
Hennessy Advisors
Trexquant Investment
Two Sigma Advisers

View all funds holding Homestreet