Position in CFBK
as of Sep 30, 2026
· filed Oct 8, 2026
Position Value
$308,332
+$10,453 QoQ
Shares Held
9,090
0.0% QoQ
Ownership
0.140%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1
of 3 holders
Holding Since
Dec 2025
4 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 Sep 30, 2026Everhart Financial Group, Inc. holds $11,925,035 across 18 Banks - Regional names. CFBK ranks #14 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UVSP |
UNIVEST FINANCIAL Corp
|
49,737 | $2,038,222 | |
| 2 | CFG |
Citizens Financial Group Inc/Ri
|
24,316 | $1,550,388 | |
| 3 | BUSE |
First Busey Corp /Nv/
|
44,024 | $1,282,419 | |
| 4 | UCB |
United Community Banks Inc
|
27,399 | $913,756 | |
| 5 | HBAN |
Huntington Bancshares Inc /Md/
|
59,605 | $909,572 | |
| 6 | USB |
US Bancorp De
|
12,709 | $734,071 | |
| 7 | HOMB |
Home Bancshares Inc
|
22,621 | $637,459 | |
| 8 | GABC |
German American Bancorp, Inc.
|
11,882 | $574,613 |
All Filings in CFBK
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-09-30 | $308,332 | 9,090 | Shares | Sole | 2026-10-08 | |
| 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. | ||||||