EverSource Wealth Advisors
GBFH icon

EverSource Wealth Advisors’s GBank Financial Holdings GBFH Stock Holding History

EverSource Wealth Advisors’s Portfolio GBFH Stock Details GBFH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.36K Buy
111
+102
+1,133% +$2.98K ﹤0.01% 3481
2026
Q1 		$241 Buy
9
+7
+350% +$215 ﹤0.01% 4179
2025
Q4 		$68 Sell
2
-5
-71% -$183 ﹤0.01% 4149
2025
Q3 		$275 Buy
+7
New +$276 ﹤0.01% 4060

Other funds holding GBFH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Arista Wealth Management
Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Chapin Davis
Chapin Davis Baltimore, Maryland $520M AUM 117.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Cannell & Spears
Cannell & Spears New York $5.62B AUM 41.25% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.85B AUM 140.52% 1-Year Est. Return
Kennedy Capital Management
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return

EverSource Wealth Advisors's GBFH Position: Q2 2026 in Review

EverSource Wealth Advisors increased its GBank Financial Holdings (GBFH) stake by 1,133% in Q2 2026, buying an estimated $2.98K and bringing the position to 111 shares worth $3.36K. The position accounts for ﹤0.01% of the portfolio, ranked #3481.

EverSource Wealth Advisors first reported a position in GBFH in Q3 2025 and has held it in 4 quarters since. 82 funds tracked by Wall St. Rank hold GBFH as of Q2 2026.

  • EverSource Wealth Advisors held 111 shares of GBank Financial Holdings worth $3.36K as of Q2 2026.
  • EverSource Wealth Advisors bought 102 GBank Financial Holdings shares in Q2 2026, an estimated $2.98K.
  • GBank Financial Holdings made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3481 holding.
  • EverSource Wealth Advisors first reported a position in GBank Financial Holdings in Q3 2025 and has held it in 4 quarters since.
  • 82 funds tracked by Wall St. Rank held GBank Financial Holdings as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.