Position in HOPE
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$322,889
+$58,339 QoQ
Shares Held
23,603
-0.3% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#134
of 258 holders
Holding Since
Mar 2022
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HOPE 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. HOPE ranks #14 (2.5% 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 HOPE
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $322,889 | 23,603 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $264,550 | 23,684 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $263,741 | 24,064 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $269,971 | 25,067 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $232,883 | 21,704 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $288,741 | 27,578 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $509,223 | 41,434 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $516,404 | 41,115 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $373,215 | 34,750 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $355,808 | 30,913 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $197,387 | 16,340 | Shares | Sole | 2024-01-12 | |
| 2022-09-30 | $211,859 | 16,761 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $158,592 | 11,459 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $182,218 | 11,332 | Shares | Sole | 2022-04-18 | |
| No filing history on record for this holder in this stock. | ||||||