AAS
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Ameritas Advisory Services’s Everest Group EG Stock Holding History

Ameritas Advisory Services’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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ameritas Advisory Services's EG Position: Q1 2026 in Review

Ameritas Advisory Services increased its Everest Group (EG) stake by 2.3% in Q1 2026, buying an estimated $16.1K and bringing the position to 2,166 shares worth $708K. The position accounts for 0.03% of the portfolio, ranked #474.

Ameritas Advisory Services first reported a position in EG in Q1 2023 and has held it in 3 quarters since. The position peaked at $718K in Q4 2025. 663 funds tracked by Wall St. Rank hold EG as of Q1 2026.

  • Ameritas Advisory Services held 2,166 shares of Everest Group worth $708K as of Q1 2026.
  • Ameritas Advisory Services bought 49 Everest Group shares in Q1 2026, an estimated $16.1K.
  • Everest Group made up 0.03% of Ameritas Advisory Services's portfolio in Q1 2026, its #474 holding.
  • Ameritas Advisory Services first reported a position in Everest Group in Q1 2023 and has held it in 3 quarters since.
  • Ameritas Advisory Services's Everest Group position peaked at $718K in Q4 2025.
  • 663 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

Based on Ameritas Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.