BFIM
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Beese Fulmer Investment Management’s Everest Group EG Stock Holding History

Beese Fulmer Investment 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 		$214K Buy
+598
New +$205K 0.01% 369
2026
Q1 		– Sell
-644
Closed -$219K – 445
2025
Q4 		$219K Buy
+644
New +$213K 0.01% 367

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

Beese Fulmer Investment Management's EG Position: Q2 2026 in Review

Beese Fulmer Investment Management opened a new position in Everest Group (EG) in Q2 2026: 598 shares worth $214K. The stake represents 0.01% of the portfolio and ranks #369 among its holdings. This is a return to the name: Beese Fulmer Investment Management previously reported a position in EG as recently as Q4 2025.

Beese Fulmer Investment Management first reported a position in EG in Q4 2025 and has held it in 2 quarters since. The position peaked at $219K in Q4 2025. 689 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Beese Fulmer Investment Management held 598 shares of Everest Group worth $214K as of Q2 2026.
  • Everest Group was a new Beese Fulmer Investment Management position in Q2 2026.
  • Everest Group made up 0.01% of Beese Fulmer Investment Management's portfolio in Q2 2026, its #369 holding.
  • Beese Fulmer Investment Management first reported a position in Everest Group in Q4 2025 and has held it in 2 quarters since.
  • Beese Fulmer Investment Management's Everest Group position peaked at $219K in Q4 2025.
  • 689 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.