BRWA
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B. Riley Wealth Advisors’s Everest Group EG Stock Holding History

B. Riley Wealth 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
2025
Q2 		– Sell
-795
Closed -$289K – 1132
2025
Q1 		$289K Buy
+795
New +$281K 0.01% 986
2024
Q4 		– Sell
-1,497
Closed -$589K – 1183
2024
Q3 		$589K Sell
1,497
-921
-38% -$351K 0.02% 687
2024
Q2 		$921K Buy
+2,418
New +$914K 0.02% 568
2024
Q1 		– Sell
-2,040
Closed -$721K – 1462
2023
Q4 		$721K Buy
+2,040
New +$790K 0.02% 647
2019
Q4 		– Sell
-1,233
Closed -$329K – 858
2019
Q3 		$329K Buy
1,233
+137
+13% +$34.6K 0.03% 554
2019
Q2 		$272K Buy
+1,096
New +$263K 0.03% 608
2015
Q1 		– Sell
-2
Closed – – 953
2014
Q4 		$0 Buy
+2
New +$338 ﹤0.01% 3692
2014
Q3 		– Sell
-2
Closed -$347 – 981
2014
Q2 		$347 Buy
+2
New +$317 ﹤0.01% 2362

Other funds holding EG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
AGA
Altrinsic Global Advisors Stamford, Connecticut $2.72B AUM 7.92% 1-Year Est. Return

B. Riley Wealth Advisors's EG Position: Q2 2025 in Review

B. Riley Wealth Advisors sold out of Everest Group (EG) in Q2 2025, closing a stake of 795 shares — an estimated $289K sold.

B. Riley Wealth Advisors first reported a position in EG in Q2 2014 and held it in 8 quarters. The position peaked at $921K in Q2 2024. 673 funds tracked by Wall St. Rank hold EG as of Q2 2025.

  • B. Riley Wealth Advisors reported no remaining Everest Group position as of Q2 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 795 Everest Group shares in Q2 2025, an estimated $289K.
  • B. Riley Wealth Advisors first reported a position in Everest Group in Q2 2014 and held it in 8 quarters.
  • B. Riley Wealth Advisors's Everest Group position peaked at $921K in Q2 2024.
  • 673 funds tracked by Wall St. Rank held Everest Group as of Q2 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2025, filed 19 Aug 2025.