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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
Q2 		$296K Sell
828
-31
-4% -$10.6K 0.02% 396
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 0.03% 352

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 $3.38T AUM 44.17% 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

Coastal Bridge Advisors's EG Position: Q2 2026 in Review

Coastal Bridge Advisors reduced its Everest Group (EG) stake by 3.6% in Q2 2026, selling an estimated $10.6K and leaving 828 shares worth $296K. The position accounts for 0.02% of the portfolio, ranked #396.

Coastal Bridge Advisors first reported a position in EG in Q1 2025 and has held it in 6 quarters since. The position peaked at $354K in Q2 2025. 690 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Coastal Bridge Advisors held 828 shares of Everest Group worth $296K as of Q2 2026.
  • Coastal Bridge Advisors sold 31 Everest Group shares in Q2 2026, an estimated $10.6K.
  • Everest Group made up 0.02% of Coastal Bridge Advisors's portfolio in Q2 2026, its #396 holding.
  • Coastal Bridge Advisors first reported a position in Everest Group in Q1 2025 and has held it in 6 quarters since.
  • Coastal Bridge Advisors's Everest Group position peaked at $354K in Q2 2025.
  • 690 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Coastal Bridge Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.