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Bank of Stockton’s Everest Group EG Stock Holding History

Bank of Stockton’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 		$231K Sell
647
-83
-11% -$28.4K 0.06% 120
2026
Q1 		$239K Sell
730
-350
-32% -$115K 0.07% 127
2025
Q4 		$366K Hold
1,080
– – 0.1% 107
2025
Q3 		$378K Hold
1,080
– – 0.11% 99
2025
Q2 		$367K Hold
1,080
– – 0.11% 105
2025
Q1 		$392K Sell
1,080
-60
-5% -$21.2K 0.13% 100
2024
Q4 		$413K Sell
1,140
-273
-19% -$102K 0.13% 98
2024
Q3 		$554K Sell
1,413
-197
-12% -$75K 0.17% 85
2024
Q2 		$613K Sell
1,610
-95
-6% -$35.9K 0.19% 75
2024
Q1 		$678K Sell
1,705
-45
-3% -$16.9K 0.21% 68
2023
Q4 		$654K Sell
1,750
-96
-5% -$37.2K 0.22% 66
2023
Q3 		$707K Sell
1,846
-115
-6% -$41.7K 0.26% 58
2023
Q2 		$670K Sell
1,961
-10
-0.5% -$3.61K 0.23% 67
2023
Q1 		$706K Sell
1,971
-60
-3% -$21.6K 0.25% 64
2022
Q4 		$673K Sell
2,031
-90
-4% -$28K 0.24% 67
2022
Q3 		$557K Hold
2,121
– – 0.22% 69
2022
Q2 		$594K Sell
2,121
-25
-1% -$7.07K 0.22% 70
2022
Q1 		$647K Sell
2,146
-140
-6% -$40.2K 0.2% 71
2021
Q4 		$626K Hold
2,286
– – 0.18% 72
2021
Q3 		$573K Sell
2,286
-92
-4% -$23.6K 0.18% 71
2021
Q2 		$599K Sell
2,378
-15
-0.6% -$3.9K 0.18% 72
2021
Q1 		$593K Sell
2,393
-220
-8% -$52.4K 0.2% 70
2020
Q4 		$611K Sell
2,613
-105
-4% -$23.2K 0.23% 65
2020
Q3 		$536K Sell
2,718
-215
-7% -$46K 0.22% 70
2020
Q2 		$604K Sell
2,933
-1,840
-39% -$358K 0.26% 68
2020
Q1 		$918K Sell
4,773
-162
-3% -$41.4K 0.5% 41
2019
Q4 		$1.37M Sell
4,935
-95
-2% -$25.1K 0.58% 39
2019
Q3 		$1.34M Sell
5,030
-695
-12% -$175K 0.59% 41
2019
Q2 		$1.41M Hold
5,725
– – 0.72% 34
2019
Q1 		$1.24M Sell
5,725
-40
-0.7% -$8.71K 0.64% 41
2018
Q4 		$1.25M Sell
5,765
-40
-0.7% -$8.71K 0.76% 34
2018
Q3 		$1.32M Sell
5,805
-548
-9% -$123K 0.67% 39
2018
Q2 		$1.46M Sell
6,353
-490
-7% -$115K 0.79% 33
2018
Q1 		$1.76M Sell
6,843
-1,035
-13% -$248K 0.73% 26
2017
Q4 		$1.74M Sell
7,878
-370
-4% -$83.4K 0.72% 28
2017
Q3 		$1.88M Buy
8,248
+15
+0.2% +$3.78K 0.86% 22
2017
Q2 		$2.1M Buy
8,233
+40
+0.5% +$9.87K 0.95% 19
2017
Q1 		$1.91M Buy
8,193
+70
+0.9% +$16K 0.87% 20
2016
Q4 		$1.76M Sell
8,123
-260
-3% -$53.6K 0.84% 20
2016
Q3 		$1.59M Sell
8,383
-100
-1% -$18.8K 0.79% 23
2016
Q2 		$1.55M Sell
8,483
-120
-1% -$22.1K 0.82% 24
2016
Q1 		$1.7M Buy
8,603
+133
+2% +$24.6K 0.92% 18
2015
Q4 		$1.55M Buy
8,470
+60
+0.7% +$10.9K 0.89% 20
2015
Q3 		$1.46M Buy
8,410
+170
+2% +$30.8K 0.89% 19
2015
Q2 		$1.5M Buy
8,240
+630
+8% +$115K 0.84% 21
2015
Q1 		$1.32M Buy
7,610
+205
+3% +$36K 0.72% 31
2014
Q4 		$1.26M Buy
7,405
+35
+0.5% +$5.91K 0.72% 29
2014
Q3 		$1.19M Buy
7,370
+40
+0.5% +$6.48K 0.71% 28
2014
Q2 		$1.18M Buy
7,330
+10
+0.1% +$1.58K 0.67% 26
2014
Q1 		$1.12M Sell
7,320
-100
-1% -$14.8K 0.68% 28
2013
Q4 		$1.16M Buy
7,420
+835
+13% +$128K 0.72% 29
2013
Q3 		$957K Buy
6,585
+1,585
+32% +$215K 0.68% 31
2013
Q2 		$641K Buy
+5,000
New +$647K 0.5% 43

Other funds holding EG

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
GAI
General American Investors New York $1.69B AUM 40.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return

Bank of Stockton's EG Position: Q2 2026 in Review

Bank of Stockton reduced its Everest Group (EG) stake by 11% in Q2 2026, selling an estimated $28.4K and leaving 647 shares worth $231K. The position accounts for 0.06% of the portfolio, ranked #120.

Bank of Stockton first reported a position in EG in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.1M in Q2 2017. 233 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Bank of Stockton held 647 shares of Everest Group worth $231K as of Q2 2026.
  • Bank of Stockton sold 83 Everest Group shares in Q2 2026, an estimated $28.4K.
  • Everest Group made up 0.06% of Bank of Stockton's portfolio in Q2 2026, its #120 holding.
  • Bank of Stockton first reported a position in Everest Group in Q2 2013 and has held it in 53 quarters since.
  • Bank of Stockton's Everest Group position peaked at $2.1M in Q2 2017.
  • 233 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Bank of Stockton's 13F filing for Q2 2026, filed 29 Jul 2026.