EFG
DEFT

Everhart Financial Group’s Defi Technologies DEFT Stock Holding History

Everhart Financial Group’s Portfolio DEFT Stock Details DEFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.81K Hold
11,300
– – ﹤0.01% 481
2026
Q1 		$6.24K Buy
+11,300
New +$8.63K ﹤0.01% 464

Other funds holding DEFT

FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CSB
City State Bank Norwalk, Iowa $436M AUM 32.32% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
VWM
Vermillion Wealth Management Rosemount, Minnesota $427M AUM 12.63% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
RDFA
Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return

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

Everhart Financial Group held its Defi Technologies (DEFT) position steady in Q2 2026 at 11,300 shares worth $5.81K. The position accounts for ﹤0.01% of the portfolio, ranked #481.

Everhart Financial Group first reported a position in DEFT in Q1 2026 and has held it in 2 quarters since. The position peaked at $6.24K in Q1 2026. 10 funds tracked by Wall St. Rank hold DEFT as of Q2 2026.

  • Everhart Financial Group held 11,300 shares of Defi Technologies worth $5.81K as of Q2 2026.
  • Everhart Financial Group left its Defi Technologies share count unchanged in Q2 2026.
  • Defi Technologies made up ﹤0.01% of Everhart Financial Group's portfolio in Q2 2026, its #481 holding.
  • Everhart Financial Group first reported a position in Defi Technologies in Q1 2026 and has held it in 2 quarters since.
  • Everhart Financial Group's Defi Technologies position peaked at $6.24K in Q1 2026.
  • 10 funds tracked by Wall St. Rank held Defi Technologies as of Q2 2026.

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