Capital Advisors Ltd’s Everest Group EG Stock Holding History

Capital Advisors Ltd’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	$1K	Buy	+2	New	+$685	﹤0.01%	1213
2025 Q2	–	Sell	-4	Closed	-$1K	–	1405
2025 Q1	$1K	Buy	4 +2	+100%	+$707	﹤0.01%	1158
2024 Q4	$1K	Buy	2 +1	+100%	+$375	﹤0.01%	1183
2024 Q3	$0	Sell	1 -4	-80%	-$1.52K	﹤0.01%	1440
2024 Q2	$2K	Buy	+5	New	+$1.89K	﹤0.01%	1050

Other funds holding EG

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

GWI

Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

GHAM

Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

PCM

Palouse Capital Management Spokane, Washington $160M AUM 36.15% 1-Year Est. Return

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

Capital Advisors Ltd's EG Position: Q2 2026 in Review

Capital Advisors Ltd opened a new position in Everest Group (EG) in Q2 2026: 2 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1213 among its holdings. This is a return to the name: Capital Advisors Ltd previously reported a position in EG as recently as Q1 2025.

Capital Advisors Ltd first reported a position in EG in Q2 2024 and has held it in 5 quarters since. The position peaked at $2K in Q2 2024. 69 funds tracked by Wall St. Rank hold EG as of Q2 2026.

Capital Advisors Ltd held 2 shares of Everest Group worth $1K as of Q2 2026.
Everest Group was a new Capital Advisors Ltd position in Q2 2026.
Everest Group made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #1213 holding.
Capital Advisors Ltd first reported a position in Everest Group in Q2 2024 and has held it in 5 quarters since.
Capital Advisors Ltd's Everest Group position peaked at $2K in Q2 2024.
69 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.