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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

COLB holding history

Columbia Banking System, Inc. in every 13F filed by EverSource Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

COLB overviewAll 13F holders of COLBFull Q2 2026 holdings

Shares (Q2 2026)
17,830
Value
$571.5K
% of portfolio
<0.1%
Quarters held
18
Since Q1 2022
Holdings of COLB by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202617,830$571.5K<0.1%−2,457−12.1%ReducedHolders
Q1 202620,287$556.5K<0.1%+1,041+5.4%AddedHolders
Q4 202519,246$537.9K<0.1%−305−1.6%ReducedHolders
Q3 202519,551$503.2K<0.1%+1,226+6.7%AddedHolders
Q2 202518,325$428.4K<0.1%+1,286+7.5%AddedHolders
Q1 202517,039$425.0K<0.1%+134+0.8%AddedHolders
Q4 202416,905$456.6K<0.1%+59+0.4%AddedHolders
Q3 202416,846$439.8K<0.1%00.0%UnchangedHolders
Q2 202416,846$440.7K<0.1%−22−0.1%ReducedHolders
Q1 202416,868$317.3K<0.1%+16,741+13,181.9%AddedHolders
Q4 2023127$3.39K<0.1%−1,287−91.0%ReducedHolders
Q3 20231,414$28.7K<0.1%+1,326+1,506.8%AddedHolders
Q2 202388$1.78K<0.1%−127−59.1%ReducedHolders
Q1 2023215$4.61K<0.1%−486−69.3%ReducedHolders
Q4 2022701$21.1K<0.1%00.0%UnchangedHolders
Q3 2022701$20.0K<0.1%00.0%UnchangedHolders
Q2 2022701$20.0K<0.1%+372+113.1%AddedHolders
Q1 2022329$10.0K<0.1%+329NewHolders