AFC
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Ares Financial Consulting’s Everest Group EG Stock Holding History

Ares Financial Consulting’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 		$3.57K Hold
10
– – ﹤0.01% 795
2026
Q1 		$3.24K Hold
10
– – ﹤0.01% 766
2025
Q4 		$3.39K Buy
+10
New +$3.3K ﹤0.01% 559

Other funds holding EG

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
GAI
General American Investors New York $1.69B AUM 40.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Ares Financial Consulting's EG Position: Q2 2026 in Review

Ares Financial Consulting held its Everest Group (EG) position steady in Q2 2026 at 10 shares worth $3.57K. The position accounts for ﹤0.01% of the portfolio, ranked #795.

Ares Financial Consulting first reported a position in EG in Q4 2025 and has held it in 3 quarters since. 306 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Ares Financial Consulting held 10 shares of Everest Group worth $3.57K as of Q2 2026.
  • Ares Financial Consulting left its Everest Group share count unchanged in Q2 2026.
  • Everest Group made up ﹤0.01% of Ares Financial Consulting's portfolio in Q2 2026, its #795 holding.
  • Ares Financial Consulting first reported a position in Everest Group in Q4 2025 and has held it in 3 quarters since.
  • 306 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Ares Financial Consulting's 13F filing for Q2 2026, filed 9 Jul 2026.