AF
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Allworth Financial’s Everest Group EG Stock Holding History

Allworth 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
2026
Q2 		$367K Buy
1,028
+448
+77% +$153K ﹤0.01% 1143
2026
Q1 		$190K Sell
580
-127
-18% -$41.8K ﹤0.01% 1441
2025
Q4 		$240K Sell
707
-159
-18% -$52.5K ﹤0.01% 1250
2025
Q3 		$303K Buy
866
+683
+373% +$231K ﹤0.01% 1087
2025
Q2 		$62.2K Buy
183
+90
+97% +$31.1K ﹤0.01% 1821
2025
Q1 		$33.1K Buy
93
+23
+33% +$8.13K ﹤0.01% 1769
2024
Q4 		$25.6K Buy
70
+2
+3% +$749 ﹤0.01% 1940
2024
Q3 		$26.7K Sell
68
-7
-9% -$2.67K ﹤0.01% 1733
2024
Q2 		$28.9K Buy
75
+6
+9% +$2.27K ﹤0.01% 1642
2024
Q1 		$27.4K Sell
69
-1
-1% -$375 ﹤0.01% 1591
2023
Q4 		$24.8K Buy
70
+2
+3% +$775 ﹤0.01% 1527
2023
Q3 		$25.3K Sell
68
-1
-1% -$363 ﹤0.01% 1386
2023
Q2 		$23.6K Buy
69
+14
+25% +$5.06K ﹤0.01% 1442
2023
Q1 		$19.7K Sell
55
-2
-4% -$719 ﹤0.01% 1460
2022
Q4 		$18.9K Sell
57
-5
-8% -$1.56K ﹤0.01% 1391
2022
Q3 		$16K Buy
62
+9
+17% +$2.44K ﹤0.01% 1385
2022
Q2 		$15K Buy
53
+2
+4% +$565 ﹤0.01% 1360
2022
Q1 		$15K Buy
51
+1
+2% +$287 ﹤0.01% 1355
2021
Q4 		$14K Hold
50
– – ﹤0.01% 1258
2021
Q3 		$13K Buy
+50
New +$12.8K ﹤0.01% 1176
2021
Q2 		– Sell
-1
Closed – – 1581
2021
Q1 		$0 Hold
1
– – ﹤0.01% 1520
2020
Q4 		$0 Hold
1
– – ﹤0.01% 1366
2020
Q3 		$0 Hold
1
– – ﹤0.01% 1196
2020
Q2 		$0 Hold
1
– – ﹤0.01% 1227
2020
Q1 		$0 Buy
+1
New +$255 ﹤0.01% 1254

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

Allworth Financial's EG Position: Q2 2026 in Review

Allworth Financial increased its Everest Group (EG) stake by 77% in Q2 2026, buying an estimated $153K and bringing the position to 1,028 shares worth $367K. The position accounts for ﹤0.01% of the portfolio, ranked #1143.

Allworth Financial first reported a position in EG in Q1 2020 and has held it in 25 quarters since. 686 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Allworth Financial held 1,028 shares of Everest Group worth $367K as of Q2 2026.
  • Allworth Financial bought 448 Everest Group shares in Q2 2026, an estimated $153K.
  • Everest Group made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1143 holding.
  • Allworth Financial first reported a position in Everest Group in Q1 2020 and has held it in 25 quarters since.
  • 686 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.