BFSG LLC’s Everest Group EG Stock Holding History

BFSG LLC’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 Q3	$731	Buy	+2	New	+$748	﹤0.01%	869

Other funds holding EG

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $3.93B AUM 7.98% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

BFSG LLC's EG Position: Q3 2026 in Review

BFSG LLC opened a new position in Everest Group (EG) in Q3 2026: 2 shares worth $731. The stake represents ﹤0.01% of the portfolio and ranks #869 among its holdings.

215 funds tracked by Wall St. Rank hold EG as of Q3 2026.

BFSG LLC held 2 shares of Everest Group worth $731 as of Q3 2026.
Everest Group was a new BFSG LLC position in Q3 2026.
Everest Group made up ﹤0.01% of BFSG LLC's portfolio in Q3 2026, its #869 holding.
215 funds tracked by Wall St. Rank held Everest Group as of Q3 2026.

Based on BFSG LLC's 13F filing for Q3 2026, filed 30 Oct 2026.