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Toth Financial Advisory’s eGain EGAN Stock Holding History

Toth Financial Advisory’s Portfolio EGAN Stock Details EGAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$17.4K Hold
3,000
– – ﹤0.01% 521
2026
Q2 		$18.9K Buy
3,000
+1,000
+50% +$7.33K ﹤0.01% 511
2026
Q1 		$15.8K Hold
2,000
– – ﹤0.01% 507
2025
Q4 		$20.6K Buy
+2,000
New +$23.9K ﹤0.01% 480

Other funds holding EGAN

TCM
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Toth Financial Advisory's EGAN Position: Q3 2026 in Review

Toth Financial Advisory held its eGain (EGAN) position steady in Q3 2026 at 3,000 shares worth $17.4K. The position accounts for ﹤0.01% of the portfolio, ranked #521.

Toth Financial Advisory first reported a position in EGAN in Q4 2025 and has held it in 4 quarters since. The position peaked at $20.6K in Q4 2025. 7 funds tracked by Wall St. Rank hold EGAN as of Q3 2026.

  • Toth Financial Advisory held 3,000 shares of eGain worth $17.4K as of Q3 2026.
  • Toth Financial Advisory left its eGain share count unchanged in Q3 2026.
  • eGain made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #521 holding.
  • Toth Financial Advisory first reported a position in eGain in Q4 2025 and has held it in 4 quarters since.
  • Toth Financial Advisory's eGain position peaked at $20.6K in Q4 2025.
  • 7 funds tracked by Wall St. Rank held eGain as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.