Skip to main content

EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

MFG holding history

Mizuho Financial Group 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.

MFG overviewAll 13F holders of MFGFull Q2 2026 holdings

Shares (Q2 2026)
30,079
Value
$288.2K
% of portfolio
<0.1%
Quarters held
19
Since Q4 2021
Holdings of MFG by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202630,079$288.2K<0.1%−10,323−25.6%ReducedHolders
Q1 202640,402$320.8K<0.1%+5,521+15.8%AddedHolders
Q4 202534,881$255.3K<0.1%+1,713+5.2%AddedHolders
Q3 202533,168$222.2K<0.1%+2,650+8.7%AddedHolders
Q2 202530,518$169.7K<0.1%+17,890+141.7%AddedHolders
Q1 202512,628$69.6K<0.1%+3,421+37.2%AddedHolders
Q4 20249,207$45.0K<0.1%+568+6.6%AddedHolders
Q3 20248,639$36.1K<0.1%+693+8.7%AddedHolders
Q2 20247,946$36.7K<0.1%+120+1.5%AddedHolders
Q1 20247,826$30.3K<0.1%00.0%UnchangedHolders
Q4 20237,826$26.9K<0.1%+50+0.6%AddedHolders
Q3 20237,776$26.7K<0.1%−162−2.0%ReducedHolders
Q2 20237,938$24.4K<0.1%−242−3.0%ReducedHolders
Q1 20238,180$23.1K<0.1%+83+1.0%AddedHolders
Q4 20228,097$23.0K<0.1%−2,953−26.7%ReducedHolders
Q3 202211,050$25.0K<0.1%+10,131+1,102.4%AddedHolders
Q2 2022919$2.00K<0.1%+31+3.5%AddedHolders
Q1 2022888$2.00K<0.1%−674−43.1%ReducedHolders
Q4 20211,562$4.00K<0.1%–No prior filingHolders