SFG
P

Synergy Financial Group’s Everpure Inc P Stock Holding History

Synergy 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 		$216K Sell
2,741
-1,005
-27% -$73.6K 0.16% 113
2026
Q1 		$221K Buy
+3,746
New +$254K 0.17% 116

Other funds holding P

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
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
BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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

Synergy Financial Group reduced its Everpure Inc (P) stake by 27% in Q2 2026, selling an estimated $73.6K and leaving 2,741 shares worth $216K. The position accounts for 0.16% of the portfolio, ranked #113.

Synergy Financial Group first reported a position in P in Q1 2026 and has held it in 2 quarters since. The position peaked at $221K in Q1 2026. 817 funds tracked by Wall St. Rank hold P as of Q2 2026.

  • Synergy Financial Group held 2,741 shares of Everpure Inc worth $216K as of Q2 2026.
  • Synergy Financial Group sold 1,005 Everpure Inc shares in Q2 2026, an estimated $73.6K.
  • Everpure Inc made up 0.16% of Synergy Financial Group's portfolio in Q2 2026, its #113 holding.
  • Synergy Financial Group first reported a position in Everpure Inc in Q1 2026 and has held it in 2 quarters since.
  • Synergy Financial Group's Everpure Inc position peaked at $221K in Q1 2026.
  • 817 funds tracked by Wall St. Rank held Everpure Inc as of Q2 2026.

Based on Synergy Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.