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Everhart Financial Group’s indie Semiconductor INDI Stock Holding History

Everhart Financial Group’s Portfolio INDI Stock Details INDI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$49.9K Hold
11,113
– – ﹤0.01% 476
2026
Q1 		$35.8K Buy
+11,113
New +$39.2K ﹤0.01% 458

Other funds holding INDI

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
RFA
Register Financial Advisors Atlanta, Georgia $326M AUM 48.38% 1-Year Est. Return
BIP
Bouvel Investment Partners Phoenixville, Pennsylvania $442M AUM 70.77% 1-Year Est. Return
CMF
Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

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

Everhart Financial Group held its indie Semiconductor (INDI) position steady in Q2 2026 at 11,113 shares worth $49.9K. The position accounts for ﹤0.01% of the portfolio, ranked #476.

Everhart Financial Group first reported a position in INDI in Q1 2026 and has held it in 2 quarters since. 20 funds tracked by Wall St. Rank hold INDI as of Q2 2026.

  • Everhart Financial Group held 11,113 shares of indie Semiconductor worth $49.9K as of Q2 2026.
  • Everhart Financial Group left its indie Semiconductor share count unchanged in Q2 2026.
  • indie Semiconductor made up ﹤0.01% of Everhart Financial Group's portfolio in Q2 2026, its #476 holding.
  • Everhart Financial Group first reported a position in indie Semiconductor in Q1 2026 and has held it in 2 quarters since.
  • 20 funds tracked by Wall St. Rank held indie Semiconductor as of Q2 2026.

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