Action Point Financial Planning’s Everest Group EG Stock Holding History

Action Point Financial Planning’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 Q2	$9.29K	Buy	+27	New	+$9.24K	﹤0.01%	1494

Other funds holding EG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Action Point Financial Planning's EG Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Everest Group (EG) in Q2 2026: 27 shares worth $9.29K. The stake represents ﹤0.01% of the portfolio and ranks #1494 among its holdings.

684 funds tracked by Wall St. Rank hold EG as of Q2 2026.

Action Point Financial Planning held 27 shares of Everest Group worth $9.29K as of Q2 2026.
Everest Group was a new Action Point Financial Planning position in Q2 2026.
Everest Group made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1494 holding.
684 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.