Capital Fund Management (CFM)
EG icon

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
2019
Q3 		– Sell
-2,900
Closed -$717K – 1717
2019
Q2 		$717K Buy
+2,900
New +$696K 0.01% 1111
2018
Q2 		– Sell
-1,200
Closed -$308K – 2055
2018
Q1 		$308K Buy
+1,200
New +$288K ﹤0.01% 1624

Other funds holding EG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital Fund Management (CFM)'s EG Position: Q1 2026 in Review

Capital Fund Management (CFM) opened a new position in Everest Group (EG) in Q1 2026: 33,386 shares worth $10.9M. The stake represents 0.05% of the portfolio and ranks #519 among its holdings. This is a return to the name: Capital Fund Management (CFM) previously reported a position in EG as recently as Q3 2025.

Capital Fund Management (CFM) first reported a position in EG in Q2 2013 and has held it in 25 quarters since. The position peaked at $20.8M in Q2 2024. 664 funds tracked by Wall St. Rank hold EG as of Q1 2026.

  • Capital Fund Management (CFM) held 33,386 shares of Everest Group worth $10.9M as of Q1 2026.
  • Everest Group was a new Capital Fund Management (CFM) position in Q1 2026.
  • Everest Group made up 0.05% of Capital Fund Management (CFM)'s portfolio in Q1 2026, its #519 holding.
  • Capital Fund Management (CFM) first reported a position in Everest Group in Q2 2013 and has held it in 25 quarters since.
  • Capital Fund Management (CFM)'s Everest Group position peaked at $20.8M in Q2 2024.
  • 664 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

Based on Capital Fund Management (CFM)'s 13F filing for Q1 2026, filed 14 May 2026.