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Cornerstone Planning Group’s Everest Group EG Stock Holding History

Cornerstone Planning Group’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 		$26.4K Buy
71
+1
+1% +$342 ﹤0.01% 583
2026
Q1 		$24.3K Buy
70
+8
+13% +$2.63K ﹤0.01% 616
2025
Q4 		$20.2K Sell
62
-3
-5% -$991 ﹤0.01% 588
2025
Q3 		$20K Buy
65
+2
+3% +$675 ﹤0.01% 583
2025
Q2 		$20.8K Buy
63
+3
+5% +$1.03K ﹤0.01% 412
2025
Q1 		$21.4K Buy
+60
New +$21.2K 0.01% 399
2024
Q3 		– Sell
-2
Closed -$713 – 1317
2024
Q2 		$713 Sell
2
-1
-33% -$378 ﹤0.01% 1021
2024
Q1 		$1.11K Buy
+3
New +$1.13K ﹤0.01% 761

Other funds holding EG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Cornerstone Planning Group's EG Position: Q2 2026 in Review

Cornerstone Planning Group increased its Everest Group (EG) stake by 1.4% in Q2 2026, buying an estimated $342 and bringing the position to 71 shares worth $26.4K. The position accounts for ﹤0.01% of the portfolio, ranked #583.

Cornerstone Planning Group first reported a position in EG in Q1 2024 and has held it in 8 quarters since. 364 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Cornerstone Planning Group held 71 shares of Everest Group worth $26.4K as of Q2 2026.
  • Cornerstone Planning Group bought 1 Everest Group share in Q2 2026, an estimated $342.
  • Everest Group made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #583 holding.
  • Cornerstone Planning Group first reported a position in Everest Group in Q1 2024 and has held it in 8 quarters since.
  • 364 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.