Commonwealth Equity Services
EG icon

Commonwealth Equity Services’s Everest Group EG Stock Holding History

Commonwealth Equity Services’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 		$5.88M Buy
16,464
+364
+2% +$125K 0.01% 1292
2026
Q1 		$5.26M Buy
16,100
+377
+2% +$124K 0.01% 1288
2025
Q4 		$5.34M Sell
15,723
-138
-0.9% -$45.6K 0.01% 1270
2025
Q3 		$5.55M Sell
15,861
-426
-3% -$144K 0.01% 1275
2025
Q2 		$5.54M Buy
16,287
+4,451
+38% +$1.54M 0.01% 1258
2025
Q1 		$4.3M Sell
11,836
-219
-2% -$77.4K 0.01% 1374
2024
Q4 		$4.37M Buy
12,055
+2,438
+25% +$913K 0.01% 1325
2024
Q3 		$3.77M Buy
9,617
+7,712
+405% +$2.94M 0.01% 1410
2024
Q2 		$726K Buy
1,905
+25
+1% +$9.45K ﹤0.01% 2523
2024
Q1 		$748K Buy
1,880
+1,148
+157% +$430K ﹤0.01% 2466
2023
Q4 		$259K Buy
732
+97
+15% +$37.6K ﹤0.01% 3300
2023
Q3 		$236K Buy
635
+27
+4% +$9.8K ﹤0.01% 3231
2023
Q2 		$208K Sell
608
-9
-1% -$3.25K ﹤0.01% 3373
2023
Q1 		$221K Buy
+617
New +$222K ﹤0.01% 3224
2020
Q1 		– Sell
-1,081
Closed -$299K – 2858
2019
Q4 		$299K Sell
1,081
-21
-2% -$5.54K ﹤0.01% 2320
2019
Q3 		$293K Sell
1,102
-41
-4% -$10.4K ﹤0.01% 2254
2019
Q2 		$282K Sell
1,143
-3
-0.3% -$720 ﹤0.01% 2242
2019
Q1 		$247K Buy
1,146
+99
+9% +$21.5K ﹤0.01% 2307
2018
Q4 		$228K Buy
+1,047
New +$228K ﹤0.01% 2231
2017
Q3 		– Sell
-1,051
Closed -$268K – 2582
2017
Q2 		$268K Buy
+1,051
New +$259K ﹤0.01% 1999

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

Commonwealth Equity Services's EG Position: Q2 2026 in Review

Commonwealth Equity Services increased its Everest Group (EG) stake by 2.3% in Q2 2026, buying an estimated $125K and bringing the position to 16,464 shares worth $5.88M. The position accounts for 0.01% of the portfolio, ranked #1292.

Commonwealth Equity Services first reported a position in EG in Q2 2017 and has held it in 20 quarters since. 689 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Commonwealth Equity Services held 16,464 shares of Everest Group worth $5.88M as of Q2 2026.
  • Commonwealth Equity Services bought 364 Everest Group shares in Q2 2026, an estimated $125K.
  • Everest Group made up 0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #1292 holding.
  • Commonwealth Equity Services first reported a position in Everest Group in Q2 2017 and has held it in 20 quarters since.
  • 689 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.