EFG
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Everhart Financial Group’s Interactive Brokers IBKR Stock Holding History

Everhart Financial Group’s Portfolio IBKR Stock Details IBKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$441K Buy
5,167
+191
+4% +$17.5K 0.03% 303
2026
Q2 		$433K Buy
4,976
+1,785
+56% +$149K 0.03% 298
2026
Q1 		$214K Buy
+3,191
New +$228K 0.02% 434

Other funds holding IBKR

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
S
Systrade Vaduz, Liechtenstein $197M AUM 31.1% 1-Year Est. Return
CCP
Crocodile Capital Partners Ursensollen, Germany $160M AUM 18.68% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
SP
Successful Portfolios Clearwater, Florida $217M AUM 30.72% 1-Year Est. Return
WC
Westwind Capital Las Cruces, New Mexico $426M AUM 21.56% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

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

Everhart Financial Group increased its Interactive Brokers (IBKR) stake by 3.8% in Q3 2026, buying an estimated $17.5K and bringing the position to 5,167 shares worth $441K. The position accounts for 0.03% of the portfolio, ranked #303.

Everhart Financial Group first reported a position in IBKR in Q1 2026 and has held it in 3 quarters since. 36 funds tracked by Wall St. Rank hold IBKR as of Q3 2026.

  • Everhart Financial Group held 5,167 shares of Interactive Brokers worth $441K as of Q3 2026.
  • Everhart Financial Group bought 191 Interactive Brokers shares in Q3 2026, an estimated $17.5K.
  • Interactive Brokers made up 0.03% of Everhart Financial Group's portfolio in Q3 2026, its #303 holding.
  • Everhart Financial Group first reported a position in Interactive Brokers in Q1 2026 and has held it in 3 quarters since.
  • 36 funds tracked by Wall St. Rank held Interactive Brokers as of Q3 2026.

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