EverSource Wealth Advisors, LLC GCBC — GREENE CNTY BANCORP INC COM

Ownership history in EverSource Wealth Advisors, LLC  ·  5 quarters on record

AI Ownership Summary

EverSource Wealth Advisors, LLC reported GREENE CNTY BANCORP INC COM (GCBC) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. The latest visible filing shows GCBC at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this GCBC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was EverSource Wealth Advisors, LLC's position in GREENE CNTY BANCORP INC COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

GCBC was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

GCBC stock page EverSource Wealth Advisors, LLC fund profile EverSource Wealth Advisors, LLC full holdings
How EverSource Wealth Advisors, LLC held GCBC — position size vs. price
% of Fund (quarterly)    GCBC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 4,769 +4,743 +18242.3% 0.00% $139K 2026-05-14 $24.85
2025 Q4 REDUCED 35.0% +1.2% ❌ 26 -14 -35.0% 0.00% $578 2026-02-06 $24.31
2025 Q3 ADDED — — — 40 +25 +166.7% 0.00% $904 2025-11-10 $22.19
2025 Q2 ADDED — — — 15 +8 +114.3% 0.00% $334 2025-08-13 $24.30
2025 Q1 INITIATED — — — 7 — — 0.00% $169 2025-05-13 $22.65

🏢 Other funds also holding GCBC

As of 2026 Q1 — sorted by position size

Covalent Partners LLC 3Y 7Y 8.81% Angel Oak Capital Advisors, LLC 1.52% STONERIDGE INVESTMENT PARTNERS LLC 3Y 7Y 0.37% Dorato Capital Management 0.01% NewEdge Advisors, LLC 3Y 7Y 0.01% PITTENGER & ANDERSON INC 3Y 7Y 0.0% RENAISSANCE TECHNOLOGIES LLC 3Y 7Y 0.0% Tower Research Capital LLC (TRC) 3Y 7Y 0.0% HSBC HOLDINGS PLC 3Y 7Y 0.0% MetLife Investment Management, LLC 3Y 7Y 0.0%

FAQ About EverSource Wealth Advisors, LLC and GCBC

These are the practical questions this page is built to answer before you even open the full history table.

How long has EverSource Wealth Advisors, LLC reported owning GCBC?

EverSource Wealth Advisors, LLC reported GCBC across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported GCBC position in EverSource Wealth Advisors, LLC's portfolio?

The largest reported portfolio weight for GCBC was 0.00% in 2026 Q1.

What is the latest reported GCBC position on this page?

The most recent filing on this page is 2026 Q1, when EverSource Wealth Advisors, LLC reported 4,769 shares, equal to 0.00% of portfolio, with an estimated market value of $139K.

What does the chart on this GCBC ownership page compare?

The chart compares EverSource Wealth Advisors, LLC's quarterly GCBC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did EverSource Wealth Advisors, LLC time their GCBC position?

Based on 13F filing dates vs. subsequent GCBC price moves, EverSource Wealth Advisors, LLC correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on GCBC relative to SPY over the holding period was +10.0%.

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