Independent Financial Group’s Everpure Inc P Stock Holding History

Independent Financial Group’s Portfolio P Stock Details P Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$590K	Buy	+7,489	New	+$549K	0.01%	920

Other funds holding P

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return

BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return

Independent Financial Group's P Position: Q2 2026 in Review

Independent Financial Group opened a new position in Everpure Inc (P) in Q2 2026: 7,489 shares worth $590K. The stake represents 0.01% of the portfolio and ranks #920 among its holdings.

809 funds tracked by Wall St. Rank hold P as of Q2 2026.

Independent Financial Group held 7,489 shares of Everpure Inc worth $590K as of Q2 2026.
Everpure Inc was a new Independent Financial Group position in Q2 2026.
Everpure Inc made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #920 holding.
809 funds tracked by Wall St. Rank held Everpure Inc as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.