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Colonial Trust’s Everest Group EG Stock Holding History

Colonial Trust’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 		$45.4K Hold
127
– – 0.01% 536
2026
Q1 		$41.5K Sell
127
-421
-77% -$139K 0.01% 561
2025
Q4 		$186K Sell
548
-417
-43% -$138K 0.02% 312
2025
Q3 		$338K Buy
965
+1
+0.1% +$338 0.05% 235
2025
Q2 		$328K Hold
964
– – 0.05% 232
2025
Q1 		$350K Buy
964
+367
+61% +$130K 0.05% 209
2024
Q4 		$216K Buy
597
+350
+142% +$131K 0.03% 288
2024
Q3 		$96.8K Buy
247
+1
+0.4% +$381 0.01% 451
2024
Q2 		$93.7K Hold
246
– – 0.02% 412
2024
Q1 		$97.8K Hold
246
– – 0.02% 405
2023
Q4 		$87K Buy
246
+2
+0.8% +$775 0.02% 420
2023
Q3 		$90.7K Buy
244
+2
+0.8% +$726 0.02% 378
2023
Q2 		$82.7K Buy
242
+6
+3% +$2.17K 0.02% 395
2023
Q1 		$84.5K Hold
236
– – 0.02% 369
2022
Q4 		$78.2K Buy
+236
New +$73.5K 0.02% 360

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

Colonial Trust's EG Position: Q2 2026 in Review

Colonial Trust held its Everest Group (EG) position steady in Q2 2026 at 127 shares worth $45.4K. The position accounts for 0.01% of the portfolio, ranked #536.

Colonial Trust first reported a position in EG in Q4 2022 and has held it in 15 quarters since. The position peaked at $350K in Q1 2025. 686 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Colonial Trust held 127 shares of Everest Group worth $45.4K as of Q2 2026.
  • Colonial Trust left its Everest Group share count unchanged in Q2 2026.
  • Everest Group made up 0.01% of Colonial Trust's portfolio in Q2 2026, its #536 holding.
  • Colonial Trust first reported a position in Everest Group in Q4 2022 and has held it in 15 quarters since.
  • Colonial Trust's Everest Group position peaked at $350K in Q1 2025.
  • 686 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Colonial Trust's 13F filing for Q2 2026, filed 11 Aug 2026.