EFG
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Everhart Financial Group’s Campbell Soup CPB Stock Holding History

Everhart Financial Group’s Portfolio CPB Stock Details CPB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-10,600
Closed -$236K – 486
2026
Q1 		$236K Buy
+10,600
New +$272K 0.02% 414
2025
Q4 		– Sell
-11,345
Closed -$358K – 423
2025
Q3 		$358K Sell
11,345
-540
-5% -$17.5K 0.04% 291
2025
Q2 		$364K Sell
11,885
-1,607
-12% -$56.5K 0.04% 271
2025
Q1 		$539K Buy
13,492
+5,312
+65% +$208K 0.07% 193
2024
Q4 		$343K Sell
8,180
-6,474
-44% -$293K 0.07% 244
2024
Q3 		$717K Buy
14,654
+2,660
+22% +$129K 0.16% 146
2024
Q2 		$542K Buy
11,994
+1,421
+13% +$63.3K 0.14% 153
2024
Q1 		$470K Buy
10,573
+3,889
+58% +$168K 0.14% 154
2023
Q4 		$289K Buy
+6,684
New +$275K 0.1% 186
2023
Q2 		– Sell
-4,013
Closed -$221K – 218
2023
Q1 		$221K Buy
4,013
+478
+14% +$25.4K 0.1% 184
2022
Q4 		$201K Buy
+3,535
New +$185K 0.1% 177

Other funds holding CPB

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FF
Fluent Financial Dallas, Texas $280M AUM 16.1% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
CCAL
City Center Advisors LLC Troy, Michigan $123M AUM 32.06% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return