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Cassaday & Co Wealth Management’s Everest Group EG Stock Holding History

Cassaday & Co Wealth Management’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 		$19.6K Buy
+60
New +$19.7K ﹤0.01% 789

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

Cassaday & Co Wealth Management's EG Position: Q1 2026 in Review

Cassaday & Co Wealth Management opened a new position in Everest Group (EG) in Q1 2026: 60 shares worth $19.6K. The stake represents ﹤0.01% of the portfolio and ranks #789 among its holdings.

663 funds tracked by Wall St. Rank hold EG as of Q1 2026.

  • Cassaday & Co Wealth Management held 60 shares of Everest Group worth $19.6K as of Q1 2026.
  • Everest Group was a new Cassaday & Co Wealth Management position in Q1 2026.
  • Everest Group made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #789 holding.
  • 663 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.