Ameritas Advisory Services’s Everest Group EG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$18.9K Sell
53
-2,113
-98% -$724K ﹤0.01% 1387
2026
Q1
$708K Buy
2,166
+49
+2% +$16.1K 0.03% 474
2025
Q4
$718K Buy
+2,117
New +$699K 0.03% 446
2023
Q2
Sell
-22
Closed -$7.77K 1089
2023
Q1
$7.77K Buy
+22
New +$7.91K ﹤0.01% 2002

Other funds holding EG

Ameritas Advisory Services's EG Position: Q2 2026 in Review

Ameritas Advisory Services reduced its Everest Group (EG) stake by 98% in Q2 2026, selling an estimated $724K and leaving 53 shares worth $18.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1387.

Ameritas Advisory Services first reported a position in EG in Q1 2023 and has held it in 4 quarters since. The position peaked at $718K in Q4 2025. 690 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Ameritas Advisory Services held 53 shares of Everest Group worth $18.9K as of Q2 2026.
  • Ameritas Advisory Services sold 2,113 Everest Group shares in Q2 2026, an estimated $724K.
  • Everest Group made up ﹤0.01% of Ameritas Advisory Services's portfolio in Q2 2026, its #1387 holding.
  • Ameritas Advisory Services first reported a position in Everest Group in Q1 2023 and has held it in 4 quarters since.
  • Ameritas Advisory Services's Everest Group position peaked at $718K in Q4 2025.
  • 690 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.