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Blue Trust Inc’s Everest Group EG Stock Holding History

Blue Trust 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
Q2 		$128K Sell
359
-192
-35% -$65.7K ﹤0.01% 932
2026
Q1 		$180K Sell
551
-227
-29% -$74.7K ﹤0.01% 804
2025
Q4 		$264K Buy
778
+221
+40% +$73K ﹤0.01% 695
2025
Q3 		$195K Buy
557
+23
+4% +$7.76K ﹤0.01% 815
2025
Q2 		$181K Sell
534
-7
-1% -$2.42K ﹤0.01% 803
2025
Q1 		$197K Buy
541
+191
+55% +$67.5K ﹤0.01% 725
2024
Q4 		$127K Sell
350
-102
-23% -$38.2K ﹤0.01% 837
2024
Q3 		$172K Buy
452
+290
+179% +$110K ﹤0.01% 937
2024
Q2 		$64.4K Buy
162
+78
+93% +$29.5K ﹤0.01% 1153
2024
Q1 		$33.4K Buy
84
+59
+236% +$22.1K ﹤0.01% 1055
2023
Q4 		$9K Sell
25
-31
-55% -$12K ﹤0.01% 1611
2023
Q3 		$19K Sell
56
-2
-3% -$726 ﹤0.01% 1195
2023
Q2 		$21K Sell
58
-35
-38% -$12.6K ﹤0.01% 1026
2023
Q1 		$31K Sell
93
-11
-11% -$3.95K ﹤0.01% 1214
2022
Q4 		$27K Buy
104
+38
+58% +$11.8K ﹤0.01% 1172
2022
Q3 		$18K Buy
66
+38
+136% +$10.3K ﹤0.01% 1130
2022
Q2 		$9K Buy
+28
New +$7.92K ﹤0.01% 1230

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

Blue Trust Inc's EG Position: Q2 2026 in Review

Blue Trust Inc reduced its Everest Group (EG) stake by 35% in Q2 2026, selling an estimated $65.7K and leaving 359 shares worth $128K. The position accounts for ﹤0.01% of the portfolio, ranked #932.

Blue Trust Inc first reported a position in EG in Q2 2022 and has held it in 17 quarters since. The position peaked at $264K in Q4 2025. 686 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Blue Trust Inc held 359 shares of Everest Group worth $128K as of Q2 2026.
  • Blue Trust Inc sold 192 Everest Group shares in Q2 2026, an estimated $65.7K.
  • Everest Group made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #932 holding.
  • Blue Trust Inc first reported a position in Everest Group in Q2 2022 and has held it in 17 quarters since.
  • Blue Trust Inc's Everest Group position peaked at $264K in Q4 2025.
  • 686 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.