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Capital Performance Advisors’s Everest Group EG Stock Holding History

Capital Performance 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
Q1 		– Sell
-732
Closed -$248K – 484
2025
Q4 		$248K Sell
732
-60
-8% -$19.8K 0.02% 357
2025
Q3 		$277K Buy
+792
New +$267K 0.05% 233
2024
Q4 		– Sell
-29
Closed -$11.4K – 907
2024
Q3 		$11.4K Buy
+29
New +$11K ﹤0.01% 793

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital Performance Advisors's EG Position: Q1 2026 in Review

Capital Performance Advisors sold out of Everest Group (EG) in Q1 2026, closing a stake of 732 shares — an estimated $248K sold.

Capital Performance Advisors first reported a position in EG in Q3 2024 and held it in 3 quarters. The position peaked at $277K in Q3 2025. 669 funds tracked by Wall St. Rank hold EG as of Q1 2026.

  • Capital Performance Advisors reported no remaining Everest Group position as of Q1 2026 after selling out during the quarter.
  • Capital Performance Advisors sold 732 Everest Group shares in Q1 2026, an estimated $248K.
  • Capital Performance Advisors first reported a position in Everest Group in Q3 2024 and held it in 3 quarters.
  • Capital Performance Advisors's Everest Group position peaked at $277K in Q3 2025.
  • 669 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

Based on Capital Performance Advisors's 13F filing for Q1 2026, filed 7 May 2026.