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Checchi Capital Advisers’s Everest Group EG Stock Holding History

Checchi Capital Advisers’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 		$373K Sell
1,045
-21
-2% -$7.19K 0.02% 426
2026
Q1 		$348K Buy
1,066
+100
+10% +$32.9K 0.02% 434
2025
Q4 		$328K Sell
966
-6
-0.6% -$1.98K 0.02% 414
2025
Q3 		$340K Sell
972
-179
-16% -$60.4K 0.02% 416
2025
Q2 		$391K Sell
1,151
-6
-0.5% -$2.07K 0.02% 390
2025
Q1 		$420K Sell
1,157
-8
-0.7% -$2.83K 0.02% 372
2024
Q4 		$422K Buy
1,165
+5
+0.4% +$1.87K 0.02% 357
2024
Q3 		$455K Sell
1,160
-9
-0.8% -$3.43K 0.03% 354
2024
Q2 		$445K Buy
1,169
+19
+2% +$7.18K 0.02% 341
2024
Q1 		$457K Sell
1,150
-20
-2% -$7.5K 0.04% 342
2023
Q4 		$414K Sell
1,170
-3
-0.3% -$1.16K 0.03% 349
2023
Q3 		$436K Sell
1,173
-80
-6% -$29K 0.04% 321
2023
Q2 		$428K Sell
1,253
-34
-3% -$12.3K 0.04% 327
2023
Q1 		$461K Sell
1,287
-10
-0.8% -$3.59K 0.04% 301
2022
Q4 		$430K Sell
1,297
-3
-0.2% -$935 0.04% 312
2022
Q3 		$341K Buy
1,300
+36
+3% +$9.74K 0.03% 354
2022
Q2 		$330K Buy
1,264
+68
+6% +$19.2K 0.03% 396
2022
Q1 		$360K Buy
1,196
+102
+9% +$29.3K 0.03% 350
2021
Q4 		$300K Buy
1,094
+34
+3% +$9.19K 0.03% 386
2021
Q3 		$266K Buy
1,060
+24
+2% +$6.16K 0.03% 404
2021
Q2 		$261K Buy
1,036
+99
+11% +$25.8K 0.03% 429
2021
Q1 		$232K Buy
937
+34
+4% +$8.1K 0.02% 451
2020
Q4 		$211K Buy
+903
New +$199K 0.02% 454
2017
Q3 		– Sell
-844
Closed -$215K – 389
2017
Q2 		$215K Buy
+844
New +$208K 0.02% 343
2016
Q3 		– Sell
-619
Closed -$113K – 638
2016
Q2 		$113K Buy
619
+21
+4% +$3.86K 0.01% 533
2016
Q1 		$118K Buy
+598
New +$110K 0.03% 522

Other funds holding EG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Checchi Capital Advisers's EG Position: Q2 2026 in Review

Checchi Capital Advisers reduced its Everest Group (EG) stake by 2% in Q2 2026, selling an estimated $7.19K and leaving 1,045 shares worth $373K. The position accounts for 0.02% of the portfolio, ranked #426.

Checchi Capital Advisers first reported a position in EG in Q1 2016 and has held it in 26 quarters since. The position peaked at $461K in Q1 2023. 338 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Checchi Capital Advisers held 1,045 shares of Everest Group worth $373K as of Q2 2026.
  • Checchi Capital Advisers sold 21 Everest Group shares in Q2 2026, an estimated $7.19K.
  • Everest Group made up 0.02% of Checchi Capital Advisers's portfolio in Q2 2026, its #426 holding.
  • Checchi Capital Advisers first reported a position in Everest Group in Q1 2016 and has held it in 26 quarters since.
  • Checchi Capital Advisers's Everest Group position peaked at $461K in Q1 2023.
  • 338 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Checchi Capital Advisers's 13F filing for Q2 2026, filed 4 Aug 2026.