Accurate Wealth Management
EG icon

Accurate Wealth Management’s Everest Group EG Stock Holding History

Accurate Wealth Management’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 		– Sell
-2,572
Closed -$953K – 610
2026
Q2 		$953K Buy
+2,572
New +$881K 0.09% 231
2023
Q1 		– Sell
-37
Closed -$13.3K – 584
2022
Q4 		$13.3K Buy
+37
New +$11.5K ﹤0.01% 791

Other funds holding EG

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vulcan Value Partners
Vulcan Value Partners Birmingham, Alabama $3.13B AUM 1.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Accurate Wealth Management's EG Position: Q3 2026 in Review

Accurate Wealth Management sold out of Everest Group (EG) in Q3 2026, closing a stake of 2,572 shares — an estimated $953K sold.

Accurate Wealth Management first reported a position in EG in Q4 2022 and held it in 2 quarters. The position peaked at $953K in Q2 2026. 402 funds tracked by Wall St. Rank hold EG as of Q3 2026.

  • Accurate Wealth Management reported no remaining Everest Group position as of Q3 2026 after selling out during the quarter.
  • Accurate Wealth Management sold 2,572 Everest Group shares in Q3 2026, an estimated $953K.
  • Accurate Wealth Management first reported a position in Everest Group in Q4 2022 and held it in 2 quarters.
  • Accurate Wealth Management's Everest Group position peaked at $953K in Q2 2026.
  • 402 funds tracked by Wall St. Rank held Everest Group as of Q3 2026.

Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.