CWA
EG icon

Canvas Wealth Advisors’s Everest Group EG Stock Holding History

Canvas Wealth 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 		– Sell
-691
Closed -$226K – 254
2026
Q1 		$226K Buy
691
+28
+4% +$9.21K 0.04% 222
2025
Q4 		$225K Buy
+663
New +$219K 0.04% 205
2022
Q4 		– Sell
-1,717
Closed -$483K – 148
2022
Q3 		$483K Sell
1,717
-5
-0.3% -$1.35K 0.21% 73
2022
Q2 		$483K Sell
1,722
-2,214
-56% -$626K 0.19% 74
2022
Q1 		$1.1M Buy
3,936
+821
+26% +$236K 0.4% 61
2021
Q4 		$853K Sell
3,115
-1,271
-29% -$344K 0.31% 67
2021
Q3 		$1.1M Buy
4,386
+428
+11% +$110K 0.45% 52
2021
Q2 		$998K Buy
3,958
+187
+5% +$48.7K 0.45% 53
2021
Q1 		$962K Buy
+3,771
New +$898K 0.56% 49

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

Canvas Wealth Advisors's EG Position: Q2 2026 in Review

Canvas Wealth Advisors sold out of Everest Group (EG) in Q2 2026, closing a stake of 691 shares — an estimated $226K sold.

Canvas Wealth Advisors first reported a position in EG in Q1 2021 and held it in 9 quarters. The position peaked at $1.1M in Q1 2022. 686 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Canvas Wealth Advisors reported no remaining Everest Group position as of Q2 2026 after selling out during the quarter.
  • Canvas Wealth Advisors sold 691 Everest Group shares in Q2 2026, an estimated $226K.
  • Canvas Wealth Advisors first reported a position in Everest Group in Q1 2021 and held it in 9 quarters.
  • Canvas Wealth Advisors's Everest Group position peaked at $1.1M in Q1 2022.
  • 686 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Canvas Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.