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Everhart Financial Group’s Caesars Entertainment CZR Stock Holding History

Everhart Financial Group’s Portfolio CZR Stock Details CZR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$300K Buy
10,102
+730
+8% +$21.7K 0.02% 382
2026
Q2 		$283K Buy
9,372
+1,669
+22% +$47K 0.02% 387
2026
Q1 		$204K Buy
+7,703
New +$183K 0.02% 445

Other funds holding CZR

HPBT
Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

Everhart Financial Group's CZR Position: Q3 2026 in Review

Everhart Financial Group increased its Caesars Entertainment (CZR) stake by 7.8% in Q3 2026, buying an estimated $21.7K and bringing the position to 10,102 shares worth $300K. The position accounts for 0.02% of the portfolio, ranked #382.

Everhart Financial Group first reported a position in CZR in Q1 2026 and has held it in 3 quarters since. 14 funds tracked by Wall St. Rank hold CZR as of Q3 2026.

  • Everhart Financial Group held 10,102 shares of Caesars Entertainment worth $300K as of Q3 2026.
  • Everhart Financial Group bought 730 Caesars Entertainment shares in Q3 2026, an estimated $21.7K.
  • Caesars Entertainment made up 0.02% of Everhart Financial Group's portfolio in Q3 2026, its #382 holding.
  • Everhart Financial Group first reported a position in Caesars Entertainment in Q1 2026 and has held it in 3 quarters since.
  • 14 funds tracked by Wall St. Rank held Caesars Entertainment as of Q3 2026.

Based on Everhart Financial Group's 13F filing for Q3 2026, filed 8 Oct 2026.