EFG
CF icon

Everhart Financial Group’s CF Industries CF Stock Holding History

Everhart Financial Group’s Portfolio CF Stock Details CF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$366K Sell
3,383
-291
-8% -$34.3K 0.02% 327
2026
Q1 		$477K Buy
+3,674
New +$375K 0.04% 286
2025
Q4 		– Sell
-2,675
Closed -$240K – 420
2025
Q3 		$240K Buy
2,675
+480
+22% +$42.8K 0.02% 348
2025
Q2 		$202K Buy
+2,195
New +$187K 0.02% 332
2025
Q1 		– Sell
-2,610
Closed -$223K – 333
2024
Q4 		$223K Buy
2,610
+91
+4% +$7.87K 0.05% 293
2024
Q3 		$216K Sell
2,519
-1,063
-30% -$82.2K 0.05% 305
2024
Q2 		$265K Buy
3,582
+951
+36% +$73.8K 0.07% 239
2024
Q1 		$219K Buy
+2,631
New +$210K 0.06% 256
2022
Q4 		– Sell
-2,192
Closed -$211K – 195
2022
Q3 		$211K Buy
+2,192
New +$214K 0.12% 179

Other funds holding CF

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
PTEAP
Powszechne Towarzystwo Emerytalne Allianz Polska Warszawa, Poland $297M AUM 41.74% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
HCC
Hatch Cove Capital Chicago, Illinois $225M AUM
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
TCM
Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Everhart Financial Group's CF Position: Q2 2026 in Review

Everhart Financial Group reduced its CF Industries (CF) stake by 7.9% in Q2 2026, selling an estimated $34.3K and leaving 3,383 shares worth $366K. The position accounts for 0.02% of the portfolio, ranked #327.

Everhart Financial Group first reported a position in CF in Q3 2022 and has held it in 9 quarters since. The position peaked at $477K in Q1 2026. 160 funds tracked by Wall St. Rank hold CF as of Q2 2026.

  • Everhart Financial Group held 3,383 shares of CF Industries worth $366K as of Q2 2026.
  • Everhart Financial Group sold 291 CF Industries shares in Q2 2026, an estimated $34.3K.
  • CF Industries made up 0.02% of Everhart Financial Group's portfolio in Q2 2026, its #327 holding.
  • Everhart Financial Group first reported a position in CF Industries in Q3 2022 and has held it in 9 quarters since.
  • Everhart Financial Group's CF Industries position peaked at $477K in Q1 2026.
  • 160 funds tracked by Wall St. Rank held CF Industries as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.