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Cary Street Partners Investment Advisory’s Everest Group EG Stock Holding History

Cary Street Partners Investment Advisory’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 		$38.2K Buy
107
+15
+16% +$5.14K 0.01% 612
2026
Q1 		$30.1K Buy
92
+51
+124% +$16.8K 0.01% 587
2025
Q4 		$13.9K Sell
41
-22
-35% -$7.26K ﹤0.01% 603
2025
Q3 		$22.1K Sell
63
-3
-5% -$1.01K 0.01% 505
2025
Q2 		$22.4K Buy
66
+17
+35% +$5.87K 0.01% 478
2025
Q1 		$17.8K Buy
49
+9
+23% +$3.18K 0.01% 448
2024
Q4 		$14.5K Sell
40
-10,823
-100% -$4.05M 0.01% 425
2024
Q3 		$4.26M Sell
10,863
-56
-0.5% -$21.3K 0.16% 151
2024
Q2 		$4.16M Buy
10,919
+47
+0.4% +$17.8K 0.17% 142
2024
Q1 		$4.32M Sell
10,872
-118
-1% -$44.2K 0.18% 144
2023
Q4 		$3.89M Sell
10,990
-5,170
-32% -$2M 0.18% 146
2023
Q3 		$6.01M Buy
16,160
+12,959
+405% +$4.7M 0.32% 83
2023
Q2 		$1.09M Buy
3,201
+302
+10% +$109K 0.07% 247
2023
Q1 		$1.04M Buy
2,899
+8
+0.3% +$2.88K 0.07% 234
2022
Q4 		$958K Sell
2,891
-381
-12% -$119K 0.07% 233
2022
Q3 		$859K Buy
3,272
+360
+12% +$97.4K 0.07% 241
2022
Q2 		$816K Sell
2,912
-250
-8% -$70.7K 0.07% 233
2022
Q1 		$953K Sell
3,162
-1,115
-26% -$320K 0.26% 109
2021
Q4 		$1.17M Buy
4,277
+1,605
+60% +$434K 0.32% 92
2021
Q3 		$670K Sell
2,672
-368
-12% -$94.4K 0.22% 110
2021
Q2 		$766K Buy
3,040
+2,485
+448% +$647K 0.25% 99
2021
Q1 		$138K Sell
555
-425
-43% -$101K 0.06% 227
2020
Q4 		$229K Sell
980
-637
-39% -$141K 0.04% 305
2020
Q3 		$319K Buy
+1,617
New +$346K 0.07% 219

Other funds holding EG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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 $3.37T AUM 44.26% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

Cary Street Partners Investment Advisory's EG Position: Q2 2026 in Review

Cary Street Partners Investment Advisory increased its Everest Group (EG) stake by 16% in Q2 2026, buying an estimated $5.14K and bringing the position to 107 shares worth $38.2K. The position accounts for 0.01% of the portfolio, ranked #612.

Cary Street Partners Investment Advisory first reported a position in EG in Q3 2020 and has held it in 24 quarters since. The position peaked at $6.01M in Q3 2023. 416 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Cary Street Partners Investment Advisory held 107 shares of Everest Group worth $38.2K as of Q2 2026.
  • Cary Street Partners Investment Advisory bought 15 Everest Group shares in Q2 2026, an estimated $5.14K.
  • Everest Group made up 0.01% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #612 holding.
  • Cary Street Partners Investment Advisory first reported a position in Everest Group in Q3 2020 and has held it in 24 quarters since.
  • Cary Street Partners Investment Advisory's Everest Group position peaked at $6.01M in Q3 2023.
  • 416 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.