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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
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 $541M AUM 29.31% 1-Year Est. Return
IW
Instrumental Wealth Tampa, Florida $198M AUM 24.07% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
VH
Visionary Horizons Knoxville, Tennessee $239M AUM 22.35% 1-Year Est. Return
FD
Financial Designs Claremont, California $187M AUM 14.59% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
EL
EWA LLC Pittsbugh, Pennsylvania $548M AUM 35.14% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Everhart Financial Group reduced its SELLAS Life Sciences (SLS) stake by 21% in Q2 2026, selling an estimated $527K and leaving 288,018 shares worth $4.25M. The position accounts for 0.27% of the portfolio, ranked #49.

Everhart Financial Group first reported a position in SLS in Q3 2025 and has held it in 4 quarters since. 16 funds tracked by Wall St. Rank hold SLS as of Q2 2026.

  • Everhart Financial Group held 288,018 shares of SELLAS Life Sciences worth $4.25M as of Q2 2026.
  • Everhart Financial Group sold 76,379 SELLAS Life Sciences shares in Q2 2026, an estimated $527K.
  • SELLAS Life Sciences made up 0.27% of Everhart Financial Group's portfolio in Q2 2026, its #49 holding.
  • Everhart Financial Group first reported a position in SELLAS Life Sciences in Q3 2025 and has held it in 4 quarters since.
  • 16 funds tracked by Wall St. Rank held SELLAS Life Sciences as of Q2 2026.

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