Ares Financial Consulting
EG icon

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
Q3 		$3.65K Hold
10
– – ﹤0.01% 769
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

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Ares Financial Consulting's EG Position: Q3 2026 in Review

Ares Financial Consulting held its Everest Group (EG) position steady in Q3 2026 at 10 shares worth $3.65K. The position accounts for ﹤0.01% of the portfolio, ranked #769.

Ares Financial Consulting first reported a position in EG in Q4 2025 and has held it in 4 quarters since. 339 funds tracked by Wall St. Rank hold EG as of Q3 2026.

  • Ares Financial Consulting held 10 shares of Everest Group worth $3.65K as of Q3 2026.
  • Ares Financial Consulting left its Everest Group share count unchanged in Q3 2026.
  • Everest Group made up ﹤0.01% of Ares Financial Consulting's portfolio in Q3 2026, its #769 holding.
  • Ares Financial Consulting first reported a position in Everest Group in Q4 2025 and has held it in 4 quarters since.
  • 339 funds tracked by Wall St. Rank held Everest Group as of Q3 2026.

Based on Ares Financial Consulting's 13F filing for Q3 2026, filed 19 Oct 2026.