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Allied Private Wealth’s Everest Group EG Stock Holding History

Allied Private Wealth’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 		$1.24M Buy
+3,334
New +$1.14M 0.79% 20

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 $3.37T AUM 44.26% 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

Allied Private Wealth's EG Position: Q2 2026 in Review

Allied Private Wealth opened a new position in Everest Group (EG) in Q2 2026: 3,334 shares worth $1.24M. The stake represents 0.79% of the portfolio and ranks #20 among its holdings.

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

  • Allied Private Wealth held 3,334 shares of Everest Group worth $1.24M as of Q2 2026.
  • Everest Group was a new Allied Private Wealth position in Q2 2026.
  • Everest Group made up 0.79% of Allied Private Wealth's portfolio in Q2 2026, its #20 holding.
  • 687 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Allied Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.