Counterpoint Mutual Funds
EG icon

Counterpoint Mutual Funds’s Everest Group EG Stock Holding History

Counterpoint Mutual Funds’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
Q3 		$9.28M Buy
+25,402
New +$9.5M 0.8% 35
2023
Q3 		– Sell
-347
Closed -$119K – 355
2023
Q2 		$119K Buy
+347
New +$125K 0.11% 186

Other funds holding EG

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Counterpoint Mutual Funds's EG Position: Q3 2026 in Review

Counterpoint Mutual Funds opened a new position in Everest Group (EG) in Q3 2026: 25,402 shares worth $9.28M. The stake represents 0.8% of the portfolio and ranks #35 among its holdings. This is a return to the name: Counterpoint Mutual Funds previously reported a position in EG as recently as Q2 2023.

Counterpoint Mutual Funds first reported a position in EG in Q2 2023 and has held it in 2 quarters since. 350 funds tracked by Wall St. Rank hold EG as of Q3 2026.

  • Counterpoint Mutual Funds held 25,402 shares of Everest Group worth $9.28M as of Q3 2026.
  • Everest Group was a new Counterpoint Mutual Funds position in Q3 2026.
  • Everest Group made up 0.8% of Counterpoint Mutual Funds's portfolio in Q3 2026, its #35 holding.
  • Counterpoint Mutual Funds first reported a position in Everest Group in Q2 2023 and has held it in 2 quarters since.
  • 350 funds tracked by Wall St. Rank held Everest Group as of Q3 2026.

Based on Counterpoint Mutual Funds's 13F filing for Q3 2026, filed 16 Oct 2026.