Ancora Advisors’s Everest Group EG Stock Holding History

Ancora Advisors’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	$116K	Sell	325 -66	-17%	-$22.6K	﹤0.01%	862
2026 Q1	$128K	Buy	391 +12	+3%	+$3.95K	﹤0.01%	847
2025 Q4	$129K	Buy	379 +54	+17%	+$17.8K	﹤0.01%	857
2025 Q3	$114K	Sell	325 -400	-55%	-$135K	﹤0.01%	837
2025 Q2	$246K	Hold	725	–	–	0.01%	682
2025 Q1	$263K	Hold	725	–	–	0.01%	657
2024 Q4	$263K	Hold	725	–	–	0.01%	650
2024 Q3	$284K	Hold	725	–	–	0.01%	620
2024 Q2	$276K	Hold	725	–	–	0.01%	603
2024 Q1	$288K	Hold	725	–	–	0.01%	600
2023 Q4	$256K	Hold	725	–	–	0.01%	627
2023 Q3	$269K	Buy	+725	New	+$263K	0.01%	600
2023 Q2	–	Sell	-725	Closed	-$260K	–	1828
2023 Q1	$260K	Hold	725	–	–	0.01%	599
2022 Q4	$240K	Hold	725	–	–	0.01%	636
2022 Q3	$190K	Hold	725	–	–	0.01%	745
2022 Q2	$203K	Hold	725	–	–	0.01%	755
2022 Q1	$219K	Hold	725	–	–	0.01%	768
2021 Q4	$199K	Hold	725	–	–	﹤0.01%	806
2021 Q3	$182K	Sell	725 -50	-6%	-$12.8K	﹤0.01%	808
2021 Q2	$195K	Hold	775	–	–	0.01%	755
2021 Q1	$192K	Hold	775	–	–	0.01%	720
2020 Q4	$181K	Hold	775	–	–	0.01%	642
2020 Q3	$153K	Buy	775 +100	+15%	+$21.4K	0.01%	643
2020 Q2	$139K	Hold	675	–	–	0.01%	647
2020 Q1	$130K	Sell	675 -25	-4%	-$6.38K	0.01%	731
2019 Q4	$194K	Buy	+700	New	+$185K	0.01%	660
2018 Q4	–	Sell	-650	Closed	-$149K	–	768
2018 Q3	$149K	Buy	+650	New	+$145K	0.01%	689
2017 Q1	–	Sell	-100	Closed	-$22K	–	734
2016 Q4	$22K	Buy	+100	New	+$20.6K	﹤0.01%	919

Other funds holding EG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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 Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Ancora Advisors's EG Position: Q2 2026 in Review

Ancora Advisors reduced its Everest Group (EG) stake by 17% in Q2 2026, selling an estimated $22.6K and leaving 325 shares worth $116K. The position accounts for ﹤0.01% of the portfolio, ranked #862.

Ancora Advisors first reported a position in EG in Q4 2016 and has held it in 28 quarters since. The position peaked at $288K in Q1 2024. 689 funds tracked by Wall St. Rank hold EG as of Q2 2026.

Ancora Advisors held 325 shares of Everest Group worth $116K as of Q2 2026.
Ancora Advisors sold 66 Everest Group shares in Q2 2026, an estimated $22.6K.
Everest Group made up ﹤0.01% of Ancora Advisors's portfolio in Q2 2026, its #862 holding.
Ancora Advisors first reported a position in Everest Group in Q4 2016 and has held it in 28 quarters since.
Ancora Advisors's Everest Group position peaked at $288K in Q1 2024.
689 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.