ACA
EG icon

Atlas Capital Advisors’s Everest Group EG Stock Holding History

Atlas Capital 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 		$415K Buy
1,163
+247
+27% +$84.6K 0.05% 317
2026
Q1 		$299K Hold
916
– – 0.03% 339
2025
Q4 		$311K Buy
+916
New +$303K 0.03% 335
2025
Q2 		$354K Hold
1,042
– – 0.04% 307
2025
Q1 		$379K Hold
1,042
– – 0.05% 302
2024
Q4 		$378K Hold
1,042
– – 0.05% 293
2024
Q3 		$408K Buy
1,042
+100
+11% +$38.1K 0.06% 261
2024
Q2 		$359K Sell
942
-118
-11% -$44.6K 0.05% 292
2024
Q1 		$421K Sell
1,060
-113
-10% -$42.4K 0.07% 243
2023
Q4 		$415K Buy
1,173
+65
+6% +$25.2K 0.06% 246
2023
Q3 		$412K Sell
1,108
-63
-5% -$22.9K 0.07% 225
2023
Q2 		$400K Sell
1,171
-240
-17% -$86.7K 0.06% 242
2023
Q1 		$505K Hold
1,411
– – 0.08% 192
2022
Q4 		$467K Buy
1,411
+304
+27% +$94.7K 0.08% 196
2022
Q3 		$291K Sell
1,107
-241
-18% -$65.2K 0.05% 272
2022
Q2 		$378K Buy
+1,348
New +$381K 0.06% 241

Other funds holding EG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
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
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Atlas Capital Advisors's EG Position: Q2 2026 in Review

Atlas Capital Advisors increased its Everest Group (EG) stake by 27% in Q2 2026, buying an estimated $84.6K and bringing the position to 1,163 shares worth $415K. The position accounts for 0.05% of the portfolio, ranked #317.

Atlas Capital Advisors first reported a position in EG in Q2 2022 and has held it in 16 quarters since. The position peaked at $505K in Q1 2023. 690 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Atlas Capital Advisors held 1,163 shares of Everest Group worth $415K as of Q2 2026.
  • Atlas Capital Advisors bought 247 Everest Group shares in Q2 2026, an estimated $84.6K.
  • Everest Group made up 0.05% of Atlas Capital Advisors's portfolio in Q2 2026, its #317 holding.
  • Atlas Capital Advisors first reported a position in Everest Group in Q2 2022 and has held it in 16 quarters since.
  • Atlas Capital Advisors's Everest Group position peaked at $505K in Q1 2023.
  • 690 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Atlas Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.