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 Q2	$154K	Sell	431 -2	-0.5%	-$685	0.01%	969
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Centaurus Financial's EG Position: Q2 2026 in Review

Centaurus Financial reduced its Everest Group (EG) stake by 0.46% in Q2 2026, selling an estimated $685 and leaving 431 shares worth $154K. The position accounts for 0.01% of the portfolio, ranked #969.

Centaurus Financial first reported a position in EG in Q2 2018 and has held it in 15 quarters since. The position peaked at $353K in Q2 2022. 689 funds tracked by Wall St. Rank hold EG as of Q2 2026.

Centaurus Financial held 431 shares of Everest Group worth $154K as of Q2 2026.
Centaurus Financial sold 2 Everest Group shares in Q2 2026, an estimated $685.
Everest Group made up 0.01% of Centaurus Financial's portfolio in Q2 2026, its #969 holding.
Centaurus Financial first reported a position in Everest Group in Q2 2018 and has held it in 15 quarters since.
Centaurus Financial's Everest Group position peaked at $353K in Q2 2022.
689 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Centaurus Financial's 13F filing for Q2 2026, filed 17 Aug 2026.