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Bright Futures Wealth Management’s Everest Group EG Stock Holding History

Bright Futures Wealth 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
2025
Q4 		– Sell
-1,681
Closed -$589K – 165
2025
Q3 		$589K Buy
+1,681
New +$568K 0.46% 70
2025
Q1 		$558K Sell
1,628
-2,850
-64% -$1.01M 0.61% 52
2024
Q4 		$1.57M Sell
4,478
-2,288
-34% -$857K 1.4% 22
2024
Q3 		$2.57M Buy
6,766
+101
+2% +$38.5K 1.24% 17
2024
Q2 		$2.43M Buy
6,665
+368
+6% +$139K 1.32% 18
2024
Q1 		$2.4M Buy
+6,297
New +$2.36M 1.3% 20

Other funds holding EG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
AGA
Altrinsic Global Advisors Stamford, Connecticut $2.72B AUM 7.92% 1-Year Est. Return

Bright Futures Wealth Management's EG Position: Q4 2025 in Review

Bright Futures Wealth Management sold out of Everest Group (EG) in Q4 2025, closing a stake of 1,681 shares — an estimated $589K sold.

Bright Futures Wealth Management first reported a position in EG in Q1 2024 and held it in 6 quarters. The position peaked at $2.57M in Q3 2024. 685 funds tracked by Wall St. Rank hold EG as of Q4 2025.

  • Bright Futures Wealth Management reported no remaining Everest Group position as of Q4 2025 after selling out during the quarter.
  • Bright Futures Wealth Management sold 1,681 Everest Group shares in Q4 2025, an estimated $589K.
  • Bright Futures Wealth Management first reported a position in Everest Group in Q1 2024 and held it in 6 quarters.
  • Bright Futures Wealth Management's Everest Group position peaked at $2.57M in Q3 2024.
  • 685 funds tracked by Wall St. Rank held Everest Group as of Q4 2025.

Based on Bright Futures Wealth Management's 13F filing for Q4 2025, filed 5 Feb 2026.