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Citizens Financial Group’s Everest Group EG Stock Holding History

Citizens Financial Group’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 		$258K Buy
+721
New +$247K ﹤0.01% 892
2020
Q2 		– Sell
-45
Closed -$9K – 1098
2020
Q1 		$9K Sell
45
-32
-42% -$8.17K ﹤0.01% 766
2019
Q4 		$21K Buy
+77
New +$20.3K ﹤0.01% 608
2016
Q1 		– Sell
-20
Closed -$4K – 705
2015
Q4 		$4K Buy
+20
New +$3.63K ﹤0.01% 573

Other funds holding EG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
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
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Citizens Financial Group's EG Position: Q2 2026 in Review

Citizens Financial Group opened a new position in Everest Group (EG) in Q2 2026: 721 shares worth $258K. The stake represents ﹤0.01% of the portfolio and ranks #892 among its holdings. This is a return to the name: Citizens Financial Group previously reported a position in EG as recently as Q1 2020.

Citizens Financial Group first reported a position in EG in Q4 2015 and has held it in 4 quarters since. 689 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Citizens Financial Group held 721 shares of Everest Group worth $258K as of Q2 2026.
  • Everest Group was a new Citizens Financial Group position in Q2 2026.
  • Everest Group made up ﹤0.01% of Citizens Financial Group's portfolio in Q2 2026, its #892 holding.
  • Citizens Financial Group first reported a position in Everest Group in Q4 2015 and has held it in 4 quarters since.
  • 689 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Citizens Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.