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Centaurus Financial’s Everest Group EG Stock Holding History

Centaurus Financial’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 		$142K Sell
433
-6
-1% -$1.98K 0.01% 931
2025
Q4 		$149K Sell
439
-23
-5% -$7.6K 0.01% 903
2025
Q3 		$162K Sell
462
-94
-17% -$31.7K 0.01% 869
2025
Q2 		$189K Hold
556
– – 0.01% 736
2025
Q1 		$202K Buy
556
+16
+3% +$5.65K 0.01% 676
2024
Q4 		$196K Sell
540
-22
-4% -$8.24K 0.01% 665
2024
Q3 		$220K Buy
+562
New +$214K 0.01% 622
2024
Q1 		– Sell
-975
Closed -$345K – 783
2023
Q4 		$345K Buy
+975
New +$378K 0.03% 440
2023
Q2 		– Sell
-957
Closed -$343K – 799
2023
Q1 		$343K Sell
957
-73
-7% -$26.2K 0.03% 508
2022
Q4 		$341K Sell
1,030
-98
-9% -$30.5K 0.03% 457
2022
Q3 		$296K Sell
1,128
-131
-10% -$35.4K 0.03% 493
2022
Q2 		$353K Buy
1,259
+106
+9% +$30K 0.03% 454
2022
Q1 		$347K Buy
+1,153
New +$331K 0.03% 506
2018
Q3 		– Sell
-58
Closed -$13K – 930
2018
Q2 		$13K Buy
+58
New +$13.6K ﹤0.01% 1436

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

Centaurus Financial's EG Position: Q1 2026 in Review

Centaurus Financial reduced its Everest Group (EG) stake by 1.4% in Q1 2026, selling an estimated $1.98K and leaving 433 shares worth $142K. The position accounts for 0.01% of the portfolio, ranked #931.

Centaurus Financial first reported a position in EG in Q2 2018 and has held it in 14 quarters since. The position peaked at $353K in Q2 2022. 663 funds tracked by Wall St. Rank hold EG as of Q1 2026.

  • Centaurus Financial held 433 shares of Everest Group worth $142K as of Q1 2026.
  • Centaurus Financial sold 6 Everest Group shares in Q1 2026, an estimated $1.98K.
  • Everest Group made up 0.01% of Centaurus Financial's portfolio in Q1 2026, its #931 holding.
  • Centaurus Financial first reported a position in Everest Group in Q2 2018 and has held it in 14 quarters since.
  • Centaurus Financial's Everest Group position peaked at $353K in Q2 2022.
  • 663 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

Based on Centaurus Financial's 13F filing for Q1 2026, filed 18 May 2026.