CMA
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Cedar Mountain Advisors’s Everest Group EG Stock Holding History

Cedar Mountain 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
Q2 		$16.4K Hold
46
– – ﹤0.01% 385
2026
Q1 		$15K Buy
+46
New +$15.1K ﹤0.01% 363

Other funds holding EG

PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Cedar Mountain Advisors's EG Position: Q2 2026 in Review

Cedar Mountain Advisors held its Everest Group (EG) position steady in Q2 2026 at 46 shares worth $16.4K. The position accounts for ﹤0.01% of the portfolio, ranked #385.

Cedar Mountain Advisors first reported a position in EG in Q1 2026 and has held it in 2 quarters since. 85 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Cedar Mountain Advisors held 46 shares of Everest Group worth $16.4K as of Q2 2026.
  • Cedar Mountain Advisors left its Everest Group share count unchanged in Q2 2026.
  • Everest Group made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q2 2026, its #385 holding.
  • Cedar Mountain Advisors first reported a position in Everest Group in Q1 2026 and has held it in 2 quarters since.
  • 85 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.