Position in BSVN
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$1,713
+$34 QoQ
Shares Held
43
+4.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in BSVN Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026EverSource Wealth Advisors, LLC holds $26,187,910 across 278 Banks - Regional names. BSVN ranks #219 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNFP |
Pinnacle Financial Partners, Inc.
|
24,276 | $2,091,126 | |
| 2 | FHN |
First Horizon Corp
|
78,364 | $1,783,558 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
8,249 | $1,716,527 | |
| 4 | SFBS |
ServisFirst Bancshares, Inc.
|
19,116 | $1,392,211 | |
| 5 | KB |
KB Financial Group Inc.
|
9,093 | $906,839 | |
| 6 | FITB |
Fifth Third Bancorp
|
18,997 | $882,593 | |
| 7 | USB |
US Bancorp De
|
16,241 | $844,689 | |
| 8 | WF |
Woori Financial Group Inc.
|
12,625 | $840,822 |
All Filings in BSVN
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,713 | 43 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $1,679 | 41 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,804 | 39 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,631 | 39 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $77 | 2 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $373 | 8 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||