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Clark Wealth Partners’s Everest Group EG Stock Holding History

Clark Wealth Partners’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 		$1.07K Hold
3
– – ﹤0.01% 481
2026
Q1 		$981 Buy
+3
New +$987 ﹤0.01% 525
2025
Q2 		– Sell
-2
Closed -$727 – 566
2025
Q1 		$727 Buy
+2
New +$707 ﹤0.01% 469

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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Clark Wealth Partners's EG Position: Q2 2026 in Review

Clark Wealth Partners held its Everest Group (EG) position steady in Q2 2026 at 3 shares worth $1.07K. The position accounts for ﹤0.01% of the portfolio, ranked #481.

Clark Wealth Partners first reported a position in EG in Q1 2025 and has held it in 3 quarters since. 649 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Clark Wealth Partners held 3 shares of Everest Group worth $1.07K as of Q2 2026.
  • Clark Wealth Partners left its Everest Group share count unchanged in Q2 2026.
  • Everest Group made up ﹤0.01% of Clark Wealth Partners's portfolio in Q2 2026, its #481 holding.
  • Clark Wealth Partners first reported a position in Everest Group in Q1 2025 and has held it in 3 quarters since.
  • 649 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Clark Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.