Benjamin Edwards Inc’s Everest Group EG Stock Holding History

Benjamin Edwards Inc’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 Q1	–	Sell	-1,593	Closed	-$541K	–	1374
2025 Q4	$541K	Buy	+1,593	New	+$526K	0.01%	932

Other funds holding EG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Benjamin Edwards Inc's EG Position: Q1 2026 in Review

Benjamin Edwards Inc sold out of Everest Group (EG) in Q1 2026, closing a stake of 1,593 shares — an estimated $541K sold.

Benjamin Edwards Inc first reported a position in EG in Q4 2025 and held it in 1 quarter. The position peaked at $541K in Q4 2025. 663 funds tracked by Wall St. Rank hold EG as of Q1 2026.

Benjamin Edwards Inc reported no remaining Everest Group position as of Q1 2026 after selling out during the quarter.
Benjamin Edwards Inc sold 1,593 Everest Group shares in Q1 2026, an estimated $541K.
Benjamin Edwards Inc first reported a position in Everest Group in Q4 2025 and held it in 1 quarter.
Benjamin Edwards Inc's Everest Group position peaked at $541K in Q4 2025.
663 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

Based on Benjamin Edwards Inc's 13F filing for Q1 2026, filed 12 May 2026.