Everhart Financial Group
SLS icon

Everhart Financial Group’s SELLAS Life Sciences SLS Stock Holding History

Everhart Financial Group’s Portfolio SLS Stock Details SLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.96M Sell
240,213
-47,805
-17% -$599K 0.18% 59
2026
Q2 		$4.25M Sell
288,018
-76,379
-21% -$527K 0.27% 49
2026
Q1 		$1.54M Sell
364,397
-101,819
-22% -$455K 0.13% 106
2025
Q4 		$1.76M Buy
466,216
+135,066
+41% +$263K 0.16% 81
2025
Q3 		$533K Buy
+331,150
New +$590K 0.05% 242

Other funds holding SLS

DI
DAGCO Inc Westlake, Ohio $576M AUM 21.79% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Fulcrum Wealth Advisors
Fulcrum Wealth Advisors Bellevue, Washington $144M AUM 21.17% 1-Year Est. Return
Vision Financial Markets
Vision Financial Markets Stamford, Connecticut $131M AUM 8.71% 1-Year Est. Return
Accurate Wealth Management
Accurate Wealth Management Wesley Chapel, Florida $1.16B AUM 24.67% 1-Year Est. Return
Instrumental Wealth
Instrumental Wealth Tampa, Florida $206M AUM 16.83% 1-Year Est. Return
NAMP
NorthStar Asset Management (Pennsylvania) Blue Bell, Pennsylvania $553M AUM 22.48% 1-Year Est. Return
Axxcess Wealth Management
Axxcess Wealth Management Carlsbad, California $2.44B AUM 16.42% 1-Year Est. Return
SJS Investment Consulting
SJS Investment Consulting Sylvania, Ohio $993M AUM 16.29% 1-Year Est. Return
Visionary Horizons
Visionary Horizons Knoxville, Tennessee $251M AUM 14.92% 1-Year Est. Return

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

Everhart Financial Group reduced its SELLAS Life Sciences (SLS) stake by 17% in Q3 2026, selling an estimated $599K and leaving 240,213 shares worth $2.96M. The position accounts for 0.18% of the portfolio, ranked #59.

Everhart Financial Group first reported a position in SLS in Q3 2025 and has held it in 5 quarters since. The position peaked at $4.25M in Q2 2026. 41 funds tracked by Wall St. Rank hold SLS as of Q3 2026.

  • Everhart Financial Group held 240,213 shares of SELLAS Life Sciences worth $2.96M as of Q3 2026.
  • Everhart Financial Group sold 47,805 SELLAS Life Sciences shares in Q3 2026, an estimated $599K.
  • SELLAS Life Sciences made up 0.18% of Everhart Financial Group's portfolio in Q3 2026, its #59 holding.
  • Everhart Financial Group first reported a position in SELLAS Life Sciences in Q3 2025 and has held it in 5 quarters since.
  • Everhart Financial Group's SELLAS Life Sciences position peaked at $4.25M in Q2 2026.
  • 41 funds tracked by Wall St. Rank held SELLAS Life Sciences as of Q3 2026.

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