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Everhart Financial Group’s Fox Class B FOX Stock Holding History

Everhart Financial Group’s Portfolio FOX Stock Details FOX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-5,568
Closed -$296K – 496
2026
Q1 		$296K Buy
5,568
+1,559
+39% +$90K 0.03% 357
2025
Q4 		$260K Buy
+4,009
New +$234K 0.02% 355

Other funds holding FOX

CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

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

Everhart Financial Group sold out of Fox Class B (FOX) in Q2 2026, closing a stake of 5,568 shares — an estimated $296K sold.

Everhart Financial Group first reported a position in FOX in Q4 2025 and held it in 2 quarters. The position peaked at $296K in Q1 2026. 59 funds tracked by Wall St. Rank hold FOX as of Q2 2026.

  • Everhart Financial Group reported no remaining Fox Class B position as of Q2 2026 after selling out during the quarter.
  • Everhart Financial Group sold 5,568 Fox Class B shares in Q2 2026, an estimated $296K.
  • Everhart Financial Group first reported a position in Fox Class B in Q4 2025 and held it in 2 quarters.
  • Everhart Financial Group's Fox Class B position peaked at $296K in Q1 2026.
  • 59 funds tracked by Wall St. Rank held Fox Class B as of Q2 2026.

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