Position in TFC
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$288,059
-$4,540 QoQ
Shares Held
5,782
-9.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,215
of 1,678 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TFC 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. TFC ranks #17 (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 TFC
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $288,059 | 5,782 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $292,599 | 6,365 | Shares | Sole | 2026-04-09 | |
| No filing history on record for this holder in this stock. | ||||||