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Bay Harbor Wealth Management’s Everest Group EG Stock Holding History

Bay Harbor Wealth Management’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 		$2.86K Hold
8
– – ﹤0.01% 565
2026
Q1 		$2.61K Buy
8
+4
+100% +$1.32K ﹤0.01% 498
2025
Q4 		$1.36K Buy
4
+1
+33% +$330 ﹤0.01% 560
2025
Q3 		$1.05K Buy
3
+1
+50% +$338 ﹤0.01% 520
2025
Q2 		$679 Buy
2
+1
+100% +$345 ﹤0.01% 553
2025
Q1 		$363 Buy
+1
New +$353 ﹤0.01% 504

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

Bay Harbor Wealth Management's EG Position: Q2 2026 in Review

Bay Harbor Wealth Management held its Everest Group (EG) position steady in Q2 2026 at 8 shares worth $2.86K. The position accounts for ﹤0.01% of the portfolio, ranked #565.

Bay Harbor Wealth Management first reported a position in EG in Q1 2025 and has held it in 6 quarters since. 687 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Bay Harbor Wealth Management held 8 shares of Everest Group worth $2.86K as of Q2 2026.
  • Bay Harbor Wealth Management left its Everest Group share count unchanged in Q2 2026.
  • Everest Group made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #565 holding.
  • Bay Harbor Wealth Management first reported a position in Everest Group in Q1 2025 and has held it in 6 quarters since.
  • 687 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.