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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
Q2 		– Sell
-194,000
Closed -$274K – 195
2026
Q1 		$274K Buy
+194,000
New +$256K 0.06% 157

Other funds holding HGBL

MBAM
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PAIM
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TCM
Topline Capital Management Santa Monica, California $386M AUM 2.37% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
THC
Truffle Hound Capital Bethesda, Maryland $468M AUM 42.57% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
MCM
Militia Capital Management Austin, Texas $3.37B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $267M AUM

Evernest Financial Advisors's HGBL Position: Q2 2026 in Review

Evernest Financial Advisors sold out of Heritage Global (HGBL) in Q2 2026, closing a stake of 194,000 shares — an estimated $274K sold.

Evernest Financial Advisors first reported a position in HGBL in Q1 2026 and held it in 1 quarter. The position peaked at $274K in Q1 2026. 36 funds tracked by Wall St. Rank hold HGBL as of Q2 2026.

  • Evernest Financial Advisors reported no remaining Heritage Global position as of Q2 2026 after selling out during the quarter.
  • Evernest Financial Advisors sold 194,000 Heritage Global shares in Q2 2026, an estimated $274K.
  • Evernest Financial Advisors first reported a position in Heritage Global in Q1 2026 and held it in 1 quarter.
  • Evernest Financial Advisors's Heritage Global position peaked at $274K in Q1 2026.
  • 36 funds tracked by Wall St. Rank held Heritage Global as of Q2 2026.

Based on Evernest Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.