Clayton Financial Group’s Everest Group EG Stock Holding History

Clayton 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 Q1	–	Sell	-5	Closed	-$1.7K	–	620
2025 Q4	$1.7K	Buy	+5	New	+$1.65K	﹤0.01%	485

Other funds holding EG

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 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 Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Clayton Financial Group's EG Position: Q1 2026 in Review

Clayton Financial Group sold out of Everest Group (EG) in Q1 2026, closing a stake of 5 shares — an estimated $1.7K sold.

Clayton Financial Group first reported a position in EG in Q4 2025 and held it in 1 quarter. The position peaked at $1.7K in Q4 2025. 665 funds tracked by Wall St. Rank hold EG as of Q1 2026.

Clayton Financial Group reported no remaining Everest Group position as of Q1 2026 after selling out during the quarter.
Clayton Financial Group sold 5 Everest Group shares in Q1 2026, an estimated $1.7K.
Clayton Financial Group first reported a position in Everest Group in Q4 2025 and held it in 1 quarter.
Clayton Financial Group's Everest Group position peaked at $1.7K in Q4 2025.
665 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

Based on Clayton Financial Group's 13F filing for Q1 2026, filed 13 Apr 2026.