Capital Fund Management (CFM)
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Capital Fund Management (CFM)’s Everest Group EG Stock Holding History

Capital Fund Management (CFM)’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
2020
Q3 		– Sell
-11,800
Closed -$2.43M – 1246
2020
Q2 		$2.43M Buy
+11,800
New +$2.3M 0.04% 443
2020
Q1 		– Sell
-1,700
Closed -$471K – 1669
2019
Q4 		$471K Buy
+1,700
New +$448K ﹤0.01% 1416
2019
Q3 		– Sell
-2,100
Closed -$519K – 1716
2019
Q2 		$519K Buy
+2,100
New +$504K ﹤0.01% 1209
2018
Q3 		– Sell
-4,100
Closed -$945K – 2035
2018
Q2 		$945K Buy
+4,100
New +$962K ﹤0.01% 1356

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 $3.38T AUM 44.17% 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

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.