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Avion Wealth’s Everest Group EG Stock Holding History

Avion Wealth’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 		$1K Buy
4
+2
+100% +$685 ﹤0.01% 1219
2026
Q1 		$0 Buy
+2
New +$658 ﹤0.01% 1332
2025
Q4 		– Sell
-10
Closed -$3K – 1327
2025
Q3 		$3K Buy
10
+8
+400% +$2.7K ﹤0.01% 740
2025
Q2 		$0 Sell
2
-3
-60% -$1.03K ﹤0.01% 1278
2025
Q1 		$1K Hold
5
– – ﹤0.01% 844
2024
Q4 		$1K Buy
5
+3
+150% +$1.12K ﹤0.01% 841
2024
Q3 		$0 Hold
2
– – ﹤0.01% 1091
2024
Q2 		$0 Buy
2
+1
+100% +$378 ﹤0.01% 1005
2024
Q1 		$1K Sell
1
-2
-67% -$750 ﹤0.01% 908
2023
Q4 		$1K Hold
3
– – ﹤0.01% 762
2023
Q3 		$1K Hold
3
– – ﹤0.01% 609
2023
Q2 		$1K Buy
3
+1
+50% +$361 ﹤0.01% 560
2023
Q1 		$0 Buy
+2
New +$719 ﹤0.01% 590

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

Avion Wealth's EG Position: Q2 2026 in Review

Avion Wealth increased its Everest Group (EG) stake by 100% in Q2 2026, buying an estimated $685 and bringing the position to 4 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1219.

Avion Wealth first reported a position in EG in Q1 2023 and has held it in 13 quarters since. The position peaked at $3K in Q3 2025. 686 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Avion Wealth held 4 shares of Everest Group worth $1K as of Q2 2026.
  • Avion Wealth bought 2 Everest Group shares in Q2 2026, an estimated $685.
  • Everest Group made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #1219 holding.
  • Avion Wealth first reported a position in Everest Group in Q1 2023 and has held it in 13 quarters since.
  • Avion Wealth's Everest Group position peaked at $3K in Q3 2025.
  • 686 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.