CoreCap Advisors’s Everest Group EG Stock Holding History

CoreCap 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	–	Sell	-1	Closed	-$339	–	2970
2025 Q4	$339	Buy	+1	New	+$330	﹤0.01%	2751
2025 Q3	–	Sell	-1	Closed	-$340	–	2829
2025 Q2	$340	Hold	1	–	–	﹤0.01%	2561
2025 Q1	$363	Sell	1 -6	-86%	-$2.12K	﹤0.01%	2773
2024 Q4	$2.54K	Buy	7 +6	+600%	+$2.25K	﹤0.01%	2163
2024 Q3	$392	Hold	1	–	–	﹤0.01%	2396
2024 Q2	$381	Sell	1 -507	-100%	-$192K	﹤0.01%	1469
2024 Q1	$202K	Buy	+508	New	+$190K	0.01%	629
2022 Q4	$118K	Buy	+356	New	+$111K	0.01%	674
2022 Q3	–	Sell	-330	Closed	-$92K	–	958
2022 Q2	$92K	Buy	+330	New	+$93.3K	0.01%	716
2022 Q1	–	Sell	-1	Closed	-$1K	–	967
2021 Q4	$1K	Buy	+1	New	+$270	﹤0.01%	2108

Other funds holding EG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

CoreCap Advisors's EG Position: Q1 2026 in Review

CoreCap Advisors sold out of Everest Group (EG) in Q1 2026, closing a stake of 1 share — an estimated $339 sold.

CoreCap Advisors first reported a position in EG in Q4 2021 and held it in 10 quarters. The position peaked at $202K in Q1 2024. 670 funds tracked by Wall St. Rank hold EG as of Q1 2026.

CoreCap Advisors reported no remaining Everest Group position as of Q1 2026 after selling out during the quarter.
CoreCap Advisors sold 1 Everest Group share in Q1 2026, an estimated $339.
CoreCap Advisors first reported a position in Everest Group in Q4 2021 and held it in 10 quarters.
CoreCap Advisors's Everest Group position peaked at $202K in Q1 2024.
670 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

Based on CoreCap Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.