Superior Planning, LLC’s Everest Group EG Stock Holding History

Superior Planning, LLC’s Portfolio EG Stock Details EG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$730	Buy	+2	New	+$748	﹤0.01%	1827

Other funds holding EG

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $31.5B AUM 27.89% 1-Year Est. Return

Vulcan Value Partners Birmingham, Alabama $3.13B AUM 1.96% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Superior Planning, LLC's EG Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Everest Group (EG) in Q3 2026: 2 shares worth $730. The stake represents ﹤0.01% of the portfolio and ranks #1827 among its holdings.

467 funds tracked by Wall St. Rank hold EG as of Q3 2026.

Superior Planning, LLC held 2 shares of Everest Group worth $730 as of Q3 2026.
Everest Group was a new Superior Planning, LLC position in Q3 2026.
Everest Group made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1827 holding.
467 funds tracked by Wall St. Rank held Everest Group as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.