EverSource Wealth Advisors, LLC

Position in XP — XP Inc.

CIK 1710537 BIRMINGHAM, AL

Position in XP

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$25,994

-$21,049 QoQ

Shares Held

1,599

-35.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#261

of 317 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

EverSource Wealth Advisors, LLC holds $22,391,548 across 42 Capital Markets names. XP ranks #26 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HOOD	Robinhood Markets, Inc.	94,096	$9,435,941
2	GS	Goldman Sachs Group Inc	4,796	$4,850,526
3	MS	Morgan Stanley	14,380	$3,005,991
4	SCHW	Schwab Charles Corp	15,136	$1,396,594
5	EVR	Evercore Inc.	2,263	$772,674
6	HLI	Houlihan Lokey, Inc.	2,565	$344,040
7	JEF	Jefferies Financial Group Inc.	6,460	$322,865
8	IBKR	Interactive Brokers Group, Inc.	3,152	$274,344

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$25,994	1,599	-35.3%	Shares	Sole	2026-07-24
2026-03-31	$47,043	2,471	+46.2%	Shares	Sole	2026-05-18
2025-12-31	$27,662	1,690	+6.2%	Shares	Sole	2026-02-06
2025-09-30	$29,892	1,591	-2.6%	Shares	Sole	2025-11-10
2025-06-30	$33,005	1,634	+65.4%	Shares	Sole	2025-08-13
2025-03-31	$13,584	988	-20.3%	Shares	Sole	2025-05-13
2024-12-31	$14,680	1,239	-28.1%	Shares	Sole	2025-02-10
2024-09-30	$30,910	1,723	-31.9%	Shares	Sole	2024-11-08
2024-06-30	$44,484	2,529	+1.2%	Shares	Sole	2024-08-13
2024-03-31	$64,149	2,500	0.0%	Shares	Sole	2024-06-11
2023-12-31	$65,175	2,500	0.0%	Shares	Sole	2024-02-09
2023-09-30	$57,625	2,500	0.0%	Shares	Sole	2023-11-03
2023-06-30	$58,650	2,500	+2617.4%	Shares	Sole	2023-08-04
2023-03-31	$1,092	92	—	Shares	Sole	2023-05-11
No filing history on record for this holder in this stock.