Bell Investment Advisors’s Everest Group EG Stock Holding History

Bell Investment 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
2026 Q2	$8.93K	Hold	25	–	–	﹤0.01%	745
2026 Q1	$8.17K	Hold	25	–	–	﹤0.01%	767
2025 Q4	$8.48K	Sell	25 -8	-24%	-$2.64K	﹤0.01%	752
2025 Q3	$11.6K	Sell	33 -10	-23%	-$3.38K	﹤0.01%	586
2025 Q2	$14.6K	Buy	43 +12	+39%	+$4.14K	﹤0.01%	534
2025 Q1	$11.3K	Sell	31 -8	-21%	-$2.83K	﹤0.01%	557
2024 Q4	$14.1K	Buy	39 +28	+255%	+$10.5K	﹤0.01%	479
2024 Q3	$4.31K	Sell	11 -2	-15%	-$762	﹤0.01%	1018
2024 Q2	$4.95K	Buy	13 +6	+86%	+$2.27K	﹤0.01%	925
2024 Q1	$2.78K	Buy	7 +1	+17%	+$375	﹤0.01%	1203
2023 Q4	$2.12K	Hold	6	–	–	﹤0.01%	1304
2023 Q3	$2.23K	Sell	6 -4	-40%	-$1.45K	﹤0.01%	1213
2023 Q2	$3.42K	Hold	10	–	–	﹤0.01%	1017
2023 Q1	$3.58K	Hold	10	–	–	﹤0.01%	953
2022 Q4	$3.31K	Buy	10 +4	+67%	+$1.25K	﹤0.01%	1016
2022 Q3	$2K	Sell	6 -4	-40%	-$1.08K	﹤0.01%	1083
2022 Q2	$3K	Buy	+10	New	+$2.83K	﹤0.01%	926
2021 Q4	$2K	Hold	6	–	–	﹤0.01%	1129
2021 Q3	$2K	Buy	+6	New	+$1.54K	﹤0.01%	1058

Other funds holding EG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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 Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Bell Investment Advisors's EG Position: Q2 2026 in Review

Bell Investment Advisors held its Everest Group (EG) position steady in Q2 2026 at 25 shares worth $8.93K. The position accounts for ﹤0.01% of the portfolio, ranked #745.

Bell Investment Advisors first reported a position in EG in Q3 2021 and has held it in 19 quarters since. The position peaked at $14.6K in Q2 2025. 686 funds tracked by Wall St. Rank hold EG as of Q2 2026.

Bell Investment Advisors held 25 shares of Everest Group worth $8.93K as of Q2 2026.
Bell Investment Advisors left its Everest Group share count unchanged in Q2 2026.
Everest Group made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #745 holding.
Bell Investment Advisors first reported a position in Everest Group in Q3 2021 and has held it in 19 quarters since.
Bell Investment Advisors's Everest Group position peaked at $14.6K in Q2 2025.
686 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.