Capital Fund Management (CFM)’s Everest Group EG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $20.6M | Buy |
57,528
+24,142
| +72% | +$8.27M | 0.09% | 309 |
|
|
2026
Q1 | $10.9M | Buy |
+33,386
| New | +$11M | 0.05% | 519 |
|
|
2025
Q4 | – | Sell |
-36,415
| Closed | -$12.8M | – | 2442 |
|
|
2025
Q3 | $12.8M | Buy |
+36,415
| New | +$12.3M | 0.03% | 709 |
|
|
2025
Q2 | – | Sell |
-17,677
| Closed | -$6.42M | – | 2382 |
|
|
2025
Q1 | $6.42M | Sell |
17,677
-8,235
| -32% | -$2.91M | 0.02% | 884 |
|
|
2024
Q4 | $9.39M | Sell |
25,912
-6,719
| -21% | -$2.52M | 0.02% | 779 |
|
|
2024
Q3 | $12.8M | Sell |
32,631
-21,862
| -40% | -$8.33M | 0.04% | 625 |
|
|
2024
Q2 | $20.8M | Buy |
54,493
+2,600
| +5% | +$983K | 0.06% | 408 |
|
|
2024
Q1 | $20.6M | Sell |
51,893
-2,979
| -5% | -$1.12M | 0.06% | 435 |
|
|
2023
Q4 | $19.4M | Buy |
54,872
+4,937
| +10% | +$1.91M | 0.05% | 466 |
|
|
2023
Q3 | $18.6M | Buy |
49,935
+2,350
| +5% | +$853K | 0.06% | 378 |
|
|
2023
Q2 | $16.3M | Buy |
47,585
+16,229
| +52% | +$5.86M | 0.07% | 392 |
|
|
2023
Q1 | $11.2M | Buy |
+31,356
| New | +$11.3M | 0.05% | 450 |
|
|
2020
Q2 | – | Sell |
-24,600
| Closed | -$4.79M | – | 1172 |
|
|
2020
Q1 | $4.73M | Sell |
24,600
-18,580
| -43% | -$4.74M | 0.07% | 317 |
|
|
2019
Q4 | $12M | Sell |
43,180
-22,620
| -34% | -$5.97M | 0.09% | 265 |
|
|
2019
Q3 | $17.5M | Buy |
65,800
+25,200
| +62% | +$6.36M | 0.16% | 177 |
|
|
2019
Q2 | $10M | Buy |
40,600
+36,700
| +941% | +$8.81M | 0.09% | 297 |
|
|
2019
Q1 | $842K | Buy |
+3,900
| New | +$849K | 0.01% | 1085 |
|
|
2017
Q4 | – | Sell |
-64,100
| Closed | -$14.6M | – | 1832 |
|
|
2017
Q3 | $14.6M | Buy |
64,100
+35,600
| +125% | +$8.97M | 0.11% | 237 |
|
|
2017
Q2 | $7.26M | Buy |
+28,500
| New | +$7.03M | 0.06% | 372 |
|
|
2017
Q1 | – | Sell |
-1,400
| Closed | -$303K | – | 1552 |
|
|
2016
Q4 | $303K | Sell |
1,400
-2,200
| -61% | -$453K | ﹤0.01% | 1433 |
|
|
2016
Q3 | $684K | Buy |
3,600
+444
| +14% | +$83.5K | 0.01% | 1091 |
|
|
2016
Q2 | $577K | Sell |
3,156
-3,238
| -51% | -$595K | 0.01% | 1132 |
|
|
2016
Q1 | $1.26M | Buy |
+6,394
| New | +$1.18M | 0.01% | 819 |
|
|
2014
Q3 | – | Sell |
-3,076
| Closed | -$494K | – | 1578 |
|
|
2014
Q2 | $494K | Buy |
+3,076
| New | +$487K | 0.01% | 1219 |
|
|
2013
Q4 | – | Sell |
-13,804
| Closed | -$2.01M | – | 1691 |
|
|
2013
Q3 | $2.01M | Buy |
13,804
+8,969
| +186% | +$1.22M | 0.03% | 645 |
|
|
2013
Q2 | $620K | Buy |
+4,835
| New | +$625K | 0.01% | 938 |
|
Other funds holding EG
VVP
Capital Fund Management (CFM)'s EG Position: Q2 2026 in Review
Capital Fund Management (CFM) increased its Everest Group (EG) stake by 72% in Q2 2026, buying an estimated $8.27M and bringing the position to 57,528 shares worth $20.6M. The position accounts for 0.09% of the portfolio, ranked #309.
Capital Fund Management (CFM) first reported a position in EG in Q2 2013 and has held it in 26 quarters since. The position peaked at $20.8M in Q2 2024. 690 funds tracked by Wall St. Rank hold EG as of Q2 2026.
- Capital Fund Management (CFM) held 57,528 shares of Everest Group worth $20.6M as of Q2 2026.
- Capital Fund Management (CFM) bought 24,142 Everest Group shares in Q2 2026, an estimated $8.27M.
- Everest Group made up 0.09% of Capital Fund Management (CFM)'s portfolio in Q2 2026, its #309 holding.
- Capital Fund Management (CFM) first reported a position in Everest Group in Q2 2013 and has held it in 26 quarters since.
- Capital Fund Management (CFM)'s Everest Group position peaked at $20.8M in Q2 2024.
- 690 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.
Based on Capital Fund Management (CFM)'s 13F filing for Q2 2026, filed 13 Aug 2026.