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Aviance Capital Partners’s Everest Group EG Stock Holding History

Aviance Capital Partners’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 		$1.91M Buy
5,845
+2,111
+57% +$695K 0.22% 93
2025
Q4 		$1.27M Buy
3,734
+255
+7% +$84.2K 0.15% 130
2025
Q3 		$1.22M Buy
+3,479
New +$1.17M 0.14% 136
2022
Q4 		– Sell
-4,550
Closed -$1.19M – 283
2022
Q3 		$1.19M Sell
4,550
-89
-2% -$24.1K 0.3% 101
2022
Q2 		$1.3M Buy
4,639
+171
+4% +$48.3K 0.29% 101
2022
Q1 		$1.35M Sell
4,468
-216
-5% -$62.1K 0.25% 118
2021
Q4 		$1.28M Sell
4,684
-600
-11% -$162K 0.21% 118
2021
Q3 		$1.32M Sell
5,284
-227
-4% -$58.2K 0.23% 120
2021
Q2 		$1.39M Sell
5,511
-52
-0.9% -$13.5K 0.24% 114
2021
Q1 		$1.38M Buy
5,563
+2,966
+114% +$706K 0.27% 102
2020
Q4 		$608K Sell
2,597
-69
-3% -$15.2K 0.12% 167
2020
Q3 		$527K Buy
2,666
+169
+7% +$36.2K 0.12% 165
2020
Q2 		$515K Buy
+2,497
New +$486K 0.13% 162

Other funds holding EG

BlackRock
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
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
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Aviance Capital Partners's EG Position: Q1 2026 in Review

Aviance Capital Partners increased its Everest Group (EG) stake by 57% in Q1 2026, buying an estimated $695K and bringing the position to 5,845 shares worth $1.91M. The position accounts for 0.22% of the portfolio, ranked #93.

Aviance Capital Partners first reported a position in EG in Q2 2020 and has held it in 13 quarters since. 663 funds tracked by Wall St. Rank hold EG as of Q1 2026.

  • Aviance Capital Partners held 5,845 shares of Everest Group worth $1.91M as of Q1 2026.
  • Aviance Capital Partners bought 2,111 Everest Group shares in Q1 2026, an estimated $695K.
  • Everest Group made up 0.22% of Aviance Capital Partners's portfolio in Q1 2026, its #93 holding.
  • Aviance Capital Partners first reported a position in Everest Group in Q2 2020 and has held it in 13 quarters since.
  • 663 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

Based on Aviance Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.