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Evernest Financial Advisors’s Heritage Global HGBL Stock Holding History

Evernest Financial Advisors’s Portfolio HGBL Stock Details HGBL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$274K Buy
+194,000
New +$256K 0.06% 157

Other funds holding HGBL

PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
MBAM
Mink Brook Asset Management West Palm Beach, Florida $179M AUM 37.68% 1-Year Est. Return
TCM
Topline Capital Management Santa Monica, California $605M AUM 26.24% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
THC
Truffle Hound Capital Bethesda, Maryland $386M AUM 57.88% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
MCM
Militia Capital Management Austin, Texas $454M AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $244M AUM

Evernest Financial Advisors's HGBL Position: Q1 2026 in Review

Evernest Financial Advisors opened a new position in Heritage Global (HGBL) in Q1 2026: 194,000 shares worth $274K. The stake represents 0.06% of the portfolio and ranks #157 among its holdings.

38 funds tracked by Wall St. Rank hold HGBL as of Q1 2026.

  • Evernest Financial Advisors held 194,000 shares of Heritage Global worth $274K as of Q1 2026.
  • Heritage Global was a new Evernest Financial Advisors position in Q1 2026.
  • Heritage Global made up 0.06% of Evernest Financial Advisors's portfolio in Q1 2026, its #157 holding.
  • 38 funds tracked by Wall St. Rank held Heritage Global as of Q1 2026.

Based on Evernest Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.