Position in CFBK
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$297,879
+$44,178 QoQ
Shares Held
9,090
0.0% QoQ
Ownership
0.140%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#58
of 101 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CFBK Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Everhart Financial Group, Inc. holds $12,690,179 across 19 Banks - Regional names. CFBK ranks #15 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UVSP |
UNIVEST FINANCIAL Corp
|
47,881 | $2,094,793 | |
| 2 | CFG |
Citizens Financial Group Inc/Ri
|
23,279 | $1,631,159 | |
| 3 | BUSE |
First Busey Corp /Nv/
|
41,689 | $1,229,825 | |
| 4 | HBAN |
Huntington Bancshares Inc /Md/
|
59,514 | $1,055,183 | |
| 5 | UCB |
United Community Banks Inc
|
25,463 | $893,496 | |
| 6 | USB |
US Bancorp \De\
|
12,785 | $772,214 | |
| 7 | HOMB |
Home Bancshares Inc
|
21,967 | $627,157 | |
| 8 | GABC |
German American Bancorp, Inc.
|
11,882 | $563,919 |
All Filings in CFBK
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $297,879 | 9,090 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $253,701 | 9,090 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $226,795 | 9,090 | Shares | Sole | 2026-01-07 | |
| No filing history on record for this holder in this stock. | ||||||