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 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 $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 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 Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ancora Advisors's EG Position: Q1 2026 in Review

Ancora Advisors increased its Everest Group (EG) stake by 3.2% in Q1 2026, buying an estimated $3.95K and bringing the position to 391 shares worth $128K. The position accounts for ﹤0.01% of the portfolio, ranked #847.

Ancora Advisors first reported a position in EG in Q4 2016 and has held it in 27 quarters since. The position peaked at $288K in Q1 2024. 663 funds tracked by Wall St. Rank hold EG as of Q1 2026.

Ancora Advisors held 391 shares of Everest Group worth $128K as of Q1 2026.
Ancora Advisors bought 12 Everest Group shares in Q1 2026, an estimated $3.95K.
Everest Group made up ﹤0.01% of Ancora Advisors's portfolio in Q1 2026, its #847 holding.
Ancora Advisors first reported a position in Everest Group in Q4 2016 and has held it in 27 quarters since.
Ancora Advisors's Everest Group position peaked at $288K in Q1 2024.
663 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.