Everhart Financial Group’s PDS Biotechnology PDSB Stock Holding History

Everhart Financial Group’s Portfolio PDSB Stock Details PDSB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$28.5K	Buy	+38,000	New	+$21.6K	﹤0.01%	494

Other funds holding PDSB

IWA

Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return

TWP

Tempus Wealth Planning Irvine, California $522M AUM 17.46% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

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

Everhart Financial Group opened a new position in PDS Biotechnology (PDSB) in Q3 2026: 38,000 shares worth $28.5K. The stake represents ﹤0.01% of the portfolio and ranks #494 among its holdings.

5 funds tracked by Wall St. Rank hold PDSB as of Q3 2026.

Everhart Financial Group held 38,000 shares of PDS Biotechnology worth $28.5K as of Q3 2026.
PDS Biotechnology was a new Everhart Financial Group position in Q3 2026.
PDS Biotechnology made up ﹤0.01% of Everhart Financial Group's portfolio in Q3 2026, its #494 holding.
5 funds tracked by Wall St. Rank held PDS Biotechnology as of Q3 2026.

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