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AGF Management’s Everest Group EG Stock Holding History

AGF 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
Q2 		$2.78M Sell
7,796
-2,474
-24% -$847K 0.01% 439
2026
Q1 		$3.36M Buy
10,270
+580
+6% +$191K 0.02% 389
2025
Q4 		$3.29M Buy
9,690
+381
+4% +$126K 0.01% 321
2025
Q3 		$3.26M Buy
9,309
+653
+8% +$220K 0.01% 381
2025
Q2 		$2.94M Buy
8,656
+510
+6% +$176K 0.01% 409
2025
Q1 		$2.96M Buy
8,146
+1,556
+24% +$550K 0.02% 320
2024
Q4 		$2.39M Sell
6,590
-1,392
-17% -$521K 0.01% 436
2024
Q3 		$3.13M Buy
7,982
+1,318
+20% +$502K 0.02% 413
2024
Q2 		$2.54M Sell
6,664
-4,799
-42% -$1.81M 0.01% 347
2024
Q1 		$4.56M Buy
11,463
+3,123
+37% +$1.17M 0.03% 278
2023
Q4 		$2.95M Sell
8,340
-1,734
-17% -$672K 0.02% 394
2023
Q3 		$3.74M Sell
10,074
-739
-7% -$268K 0.03% 278
2023
Q2 		$3.7M Sell
10,813
-1,154
-10% -$417K 0.03% 328
2023
Q1 		$4.28M Sell
11,967
-3,149
-21% -$1.13M 0.03% 281
2022
Q4 		$5.01M Buy
+15,116
New +$4.71M 0.04% 255

Other funds holding EG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
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
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

AGF Management's EG Position: Q2 2026 in Review

AGF Management reduced its Everest Group (EG) stake by 24% in Q2 2026, selling an estimated $847K and leaving 7,796 shares worth $2.78M. The position accounts for 0.01% of the portfolio, ranked #439.

AGF Management first reported a position in EG in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.01M in Q4 2022. 690 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • AGF Management held 7,796 shares of Everest Group worth $2.78M as of Q2 2026.
  • AGF Management sold 2,474 Everest Group shares in Q2 2026, an estimated $847K.
  • Everest Group made up 0.01% of AGF Management's portfolio in Q2 2026, its #439 holding.
  • AGF Management first reported a position in Everest Group in Q4 2022 and has held it in 15 quarters since.
  • AGF Management's Everest Group position peaked at $5.01M in Q4 2022.
  • 690 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on AGF Management's 13F filing for Q2 2026, filed 10 Aug 2026.