AF
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Advisornet Financial’s Everest Group EG Stock Holding History

Advisornet Financial’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
2025
Q3 		– Sell
-1
Closed -$340 – 2266
2025
Q2 		$340 Buy
+1
New +$345 ﹤0.01% 2102
2025
Q1 		– Sell
-1
Closed -$362 – 2194
2024
Q4 		$362 Hold
1
– – ﹤0.01% 1823
2024
Q3 		$392 Buy
+1
New +$381 ﹤0.01% 2049
2024
Q1 		– Sell
-13
Closed -$4.6K – 2174
2023
Q4 		$4.6K Buy
13
+6
+86% +$2.32K ﹤0.01% 1503
2023
Q3 		$2.6K Sell
7
-2
-22% -$726 ﹤0.01% 1570
2023
Q2 		$3.08K Sell
9
-29
-76% -$10.5K ﹤0.01% 1623
2023
Q1 		$13.6K Buy
38
+1
+3% +$359 ﹤0.01% 1209
2022
Q4 		$12.3K Buy
37
+9
+32% +$2.8K ﹤0.01% 1234
2022
Q3 		$7K Buy
28
+21
+300% +$5.68K ﹤0.01% 1422
2022
Q2 		$2K Sell
7
-2
-22% -$565 ﹤0.01% 1682
2022
Q1 		$3K Buy
9
+2
+29% +$575 ﹤0.01% 1712
2021
Q4 		$2K Buy
+7
New +$1.89K ﹤0.01% 1804
2020
Q4 		– Sell
-6
Closed -$1K – 1707
2020
Q3 		$1K Hold
6
– – ﹤0.01% 1625
2020
Q2 		$1K Hold
6
– – ﹤0.01% 1669
2020
Q1 		$1K Hold
6
– – ﹤0.01% 1654
2019
Q4 		$2K Hold
6
– – ﹤0.01% 1670
2019
Q3 		$2K Hold
6
– – ﹤0.01% 1676
2019
Q2 		$1K Hold
6
– – ﹤0.01% 1579
2019
Q1 		$1K Buy
+6
New +$1.31K ﹤0.01% 1485
2018
Q3 		– Sell
-5
Closed -$1K – 1502
2018
Q2 		$1K Buy
+5
New +$1.17K ﹤0.01% 1449

Other funds holding EG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
AGA
Altrinsic Global Advisors Stamford, Connecticut $2.72B AUM 7.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Advisornet Financial's EG Position: Q3 2025 in Review

Advisornet Financial sold out of Everest Group (EG) in Q3 2025, closing a stake of 1 share — an estimated $340 sold.

Advisornet Financial first reported a position in EG in Q2 2018 and held it in 20 quarters. The position peaked at $13.6K in Q1 2023. 677 funds tracked by Wall St. Rank hold EG as of Q3 2025.

  • Advisornet Financial reported no remaining Everest Group position as of Q3 2025 after selling out during the quarter.
  • Advisornet Financial sold 1 Everest Group share in Q3 2025, an estimated $340.
  • Advisornet Financial first reported a position in Everest Group in Q2 2018 and held it in 20 quarters.
  • Advisornet Financial's Everest Group position peaked at $13.6K in Q1 2023.
  • 677 funds tracked by Wall St. Rank held Everest Group as of Q3 2025.

Based on Advisornet Financial's 13F filing for Q3 2025, filed 9 Oct 2025.