AAG
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Armstrong Advisory Group’s Everest Group EG Stock Holding History

Armstrong Advisory Group’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 		$2.56K Buy
+7
New +$2.62K ﹤0.01% 896
2025
Q3 		– Sell
-37
Closed -$12.6K – 957
2025
Q2 		$12.6K Sell
37
-14
-27% -$4.83K ﹤0.01% 623
2025
Q1 		$18.5K Hold
51
– – ﹤0.01% 529
2024
Q4 		$18.5K Hold
51
– – ﹤0.01% 529
2024
Q3 		$20K Buy
+51
New +$19.4K ﹤0.01% 513

Other funds holding EG

DFG
Dupree Financial Group Lexington, Kentucky $277M AUM 22.51% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SA
Sacks & Associates Warren, New Jersey $143M AUM 17.48% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Armstrong Advisory Group's EG Position: Q3 2026 in Review

Armstrong Advisory Group opened a new position in Everest Group (EG) in Q3 2026: 7 shares worth $2.56K. The stake represents ﹤0.01% of the portfolio and ranks #896 among its holdings. This is a return to the name: Armstrong Advisory Group previously reported a position in EG as recently as Q2 2025.

Armstrong Advisory Group first reported a position in EG in Q3 2024 and has held it in 5 quarters since. The position peaked at $20K in Q3 2024. 21 funds tracked by Wall St. Rank hold EG as of Q3 2026.

  • Armstrong Advisory Group held 7 shares of Everest Group worth $2.56K as of Q3 2026.
  • Everest Group was a new Armstrong Advisory Group position in Q3 2026.
  • Everest Group made up ﹤0.01% of Armstrong Advisory Group's portfolio in Q3 2026, its #896 holding.
  • Armstrong Advisory Group first reported a position in Everest Group in Q3 2024 and has held it in 5 quarters since.
  • Armstrong Advisory Group's Everest Group position peaked at $20K in Q3 2024.
  • 21 funds tracked by Wall St. Rank held Everest Group as of Q3 2026.

Based on Armstrong Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.