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Coastal Bridge Advisors’s Everest Group EG Stock Holding History

Coastal Bridge Advisors’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 		$281K Buy
859
+30
+4% +$9.87K 0.02% 386
2025
Q4 		$281K Sell
829
-102
-11% -$33.7K 0.02% 376
2025
Q3 		$326K Sell
931
-112
-11% -$37.8K 0.02% 354
2025
Q2 		$354K Buy
1,043
+254
+32% +$87.6K 0.03% 332
2025
Q1 		$287K Buy
+789
New +$279K 0.07% 203

Other funds holding EG

BlackRock
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
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
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Coastal Bridge Advisors's EG Position: Q1 2026 in Review

Coastal Bridge Advisors increased its Everest Group (EG) stake by 3.6% in Q1 2026, buying an estimated $9.87K and bringing the position to 859 shares worth $281K. The position accounts for 0.02% of the portfolio, ranked #386.

Coastal Bridge Advisors first reported a position in EG in Q1 2025 and has held it in 5 quarters since. The position peaked at $354K in Q2 2025. 664 funds tracked by Wall St. Rank hold EG as of Q1 2026.

  • Coastal Bridge Advisors held 859 shares of Everest Group worth $281K as of Q1 2026.
  • Coastal Bridge Advisors bought 30 Everest Group shares in Q1 2026, an estimated $9.87K.
  • Everest Group made up 0.02% of Coastal Bridge Advisors's portfolio in Q1 2026, its #386 holding.
  • Coastal Bridge Advisors first reported a position in Everest Group in Q1 2025 and has held it in 5 quarters since.
  • Coastal Bridge Advisors's Everest Group position peaked at $354K in Q2 2025.
  • 664 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

Based on Coastal Bridge Advisors's 13F filing for Q1 2026, filed 14 May 2026.