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
Q1 		$221K Buy
+3,746
New +$254K 0.17% 116

Other funds holding P

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Synergy Financial Group's P Position: Q1 2026 in Review

Synergy Financial Group opened a new position in Everpure Inc (P) in Q1 2026: 3,746 shares worth $221K. The stake represents 0.17% of the portfolio and ranks #116 among its holdings.

763 funds tracked by Wall St. Rank hold P as of Q1 2026.

  • Synergy Financial Group held 3,746 shares of Everpure Inc worth $221K as of Q1 2026.
  • Everpure Inc was a new Synergy Financial Group position in Q1 2026.
  • Everpure Inc made up 0.17% of Synergy Financial Group's portfolio in Q1 2026, its #116 holding.
  • 763 funds tracked by Wall St. Rank held Everpure Inc as of Q1 2026.

Based on Synergy Financial Group's 13F filing for Q1 2026, filed 15 May 2026.