Activest Wealth Management
EG icon

Activest Wealth Management’s Everest Group EG Stock Holding History

Activest 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 		$36.5K Hold
100
– – 0.01% 326
2026
Q2 		$35.7K Buy
100
+1
+1% +$342 0.01% 329
2026
Q1 		$32.4K Hold
99
– – 0.01% 415
2025
Q4 		$33.6K Buy
+99
New +$32.7K 0.01% 391
2025
Q3 		– Sell
-1
Closed -$338 – 1165
2025
Q2 		$340 Buy
+1
New +$345 ﹤0.01% 916

Other funds holding EG

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
General American Investors
General American Investors New York $1.71B AUM 30.1% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Equitable Trust
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
Arbejdsmarkedets Tillaegspension
Arbejdsmarkedets Tillaegspension Hilleroed $3.93B AUM 7.98% 1-Year Est. Return

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

Activest Wealth Management held its Everest Group (EG) position steady in Q3 2026 at 100 shares worth $36.5K. The position accounts for 0.01% of the portfolio, ranked #326.

Activest Wealth Management first reported a position in EG in Q2 2025 and has held it in 5 quarters since. 230 funds tracked by Wall St. Rank hold EG as of Q3 2026.

  • Activest Wealth Management held 100 shares of Everest Group worth $36.5K as of Q3 2026.
  • Activest Wealth Management left its Everest Group share count unchanged in Q3 2026.
  • Everest Group made up 0.01% of Activest Wealth Management's portfolio in Q3 2026, its #326 holding.
  • Activest Wealth Management first reported a position in Everest Group in Q2 2025 and has held it in 5 quarters since.
  • 230 funds tracked by Wall St. Rank held Everest Group as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.