EWA
GBFH

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 		$3.37K 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

AWM
Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return
CD
Chapin Davis Baltimore, Maryland $569M AUM 145.59% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 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 $3.37K. 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. 15 funds tracked by Wall St. Rank hold GBFH as of Q2 2026.

  • EverSource Wealth Advisors held 111 shares of GBank Financial Holdings worth $3.37K 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.
  • 15 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.