Cedar Mountain Advisors
EG icon

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
Q3 		$16.8K Hold
46
– – ﹤0.01% 346
2026
Q2 		$16.4K Hold
46
– – ﹤0.01% 385
2026
Q1 		$15K Buy
+46
New +$15.1K ﹤0.01% 363

Other funds holding EG

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Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Equitable Trust
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $610M AUM 24.71% 1-Year Est. Return
Adams Diversified Equity Fund
Adams Diversified Equity Fund Baltimore, Maryland $3.3B AUM 38.12% 1-Year Est. Return

Cedar Mountain Advisors's EG Position: Q3 2026 in Review

Cedar Mountain Advisors held its Everest Group (EG) position steady in Q3 2026 at 46 shares worth $16.8K. The position accounts for ﹤0.01% of the portfolio, ranked #346.

Cedar Mountain Advisors first reported a position in EG in Q1 2026 and has held it in 3 quarters since. 140 funds tracked by Wall St. Rank hold EG as of Q3 2026.

  • Cedar Mountain Advisors held 46 shares of Everest Group worth $16.8K as of Q3 2026.
  • Cedar Mountain Advisors left its Everest Group share count unchanged in Q3 2026.
  • Everest Group made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q3 2026, its #346 holding.
  • Cedar Mountain Advisors first reported a position in Everest Group in Q1 2026 and has held it in 3 quarters since.
  • 140 funds tracked by Wall St. Rank held Everest Group as of Q3 2026.

Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.