MFGM
P

Marshall Financial Group (Maryland)’s Everpure Inc P Stock Holding History

Marshall Financial Group (Maryland)’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 		– Sell
-8,345
Closed -$493K – 330
2026
Q1 		$493K Sell
8,345
-2,225
-21% -$151K 0.08% 203
2025
Q4 		$708K Buy
+10,570
New +$883K 0.14% 176

Other funds holding P

PM
Pembroke Management Montreal, Quebec, Canada $637M AUM 40.98% 1-Year Est. Return
US
UNICOM Systems Las Vegas, Nevada $1.53B AUM 148.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return
SAM
Sycomore Asset Management Paris, France $932M AUM 51.25% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
SBF
Sara-Bay Financial Sarasota, Florida $375M AUM 56.53% 1-Year Est. Return
SSA
Sierra Summit Advisors Incline Village, Nevada $895M AUM 106% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Marshall Financial Group (Maryland)'s P Position: Q2 2026 in Review

Marshall Financial Group (Maryland) sold out of Everpure Inc (P) in Q2 2026, closing a stake of 8,345 shares — an estimated $493K sold.

Marshall Financial Group (Maryland) first reported a position in P in Q4 2025 and held it in 2 quarters. The position peaked at $708K in Q4 2025. 142 funds tracked by Wall St. Rank hold P as of Q2 2026.

  • Marshall Financial Group (Maryland) reported no remaining Everpure Inc position as of Q2 2026 after selling out during the quarter.
  • Marshall Financial Group (Maryland) sold 8,345 Everpure Inc shares in Q2 2026, an estimated $493K.
  • Marshall Financial Group (Maryland) first reported a position in Everpure Inc in Q4 2025 and held it in 2 quarters.
  • Marshall Financial Group (Maryland)'s Everpure Inc position peaked at $708K in Q4 2025.
  • 142 funds tracked by Wall St. Rank held Everpure Inc as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.