D.A. Davidson & Co’s Everest Group EG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.35M | Buy |
3,776
+475
| +14% | +$163K | 0.01% | 872 |
|
|
2026
Q1 | $1.08M | Sell |
3,301
-150
| -4% | -$49.4K | 0.01% | 903 |
|
|
2025
Q4 | $1.17M | Buy |
3,451
+44
| +1% | +$14.5K | 0.01% | 836 |
|
|
2025
Q3 | $1.19M | Buy |
3,407
+57
| +2% | +$19.2K | 0.01% | 799 |
|
|
2025
Q2 | $1.14M | Buy |
3,350
+698
| +26% | +$241K | 0.01% | 769 |
|
|
2025
Q1 | $964K | Buy |
2,652
+634
| +31% | +$224K | 0.01% | 778 |
|
|
2024
Q4 | $732K | Buy |
2,018
+1,198
| +146% | +$449K | 0.01% | 882 |
|
|
2024
Q3 | $321K | Sell |
820
-211
| -20% | -$80.4K | ﹤0.01% | 1168 |
|
|
2024
Q2 | $393K | Sell |
1,031
-219
| -18% | -$82.8K | ﹤0.01% | 1074 |
|
|
2024
Q1 | $497K | Sell |
1,250
-6
| -0.5% | -$2.25K | ﹤0.01% | 986 |
|
|
2023
Q4 | $444K | Buy |
1,256
+11
| +0.9% | +$4.26K | ﹤0.01% | 997 |
|
|
2023
Q3 | $463K | Sell |
1,245
-9
| -0.7% | -$3.27K | 0.01% | 935 |
|
|
2023
Q2 | $429K | Buy |
1,254
+54
| +5% | +$19.5K | ﹤0.01% | 964 |
|
|
2023
Q1 | $430K | Sell |
1,200
-122
| -9% | -$43.8K | ﹤0.01% | 934 |
|
|
2022
Q4 | $438K | Buy |
1,322
+14
| +1% | +$4.36K | 0.01% | 895 |
|
|
2022
Q3 | $343K | Buy |
1,308
+88
| +7% | +$23.8K | ﹤0.01% | 955 |
|
|
2022
Q2 | $342K | Sell |
1,220
-124
| -9% | -$35.1K | ﹤0.01% | 954 |
|
|
2022
Q1 | $405K | Buy |
1,344
+10
| +0.7% | +$2.87K | ﹤0.01% | 956 |
|
|
2021
Q4 | $366K | Sell |
1,334
-18
| -1% | -$4.87K | ﹤0.01% | 988 |
|
|
2021
Q3 | $339K | Buy |
1,352
+58
| +4% | +$14.9K | ﹤0.01% | 965 |
|
|
2021
Q2 | $326K | Sell |
1,294
-344
| -21% | -$89.5K | ﹤0.01% | 959 |
|
|
2021
Q1 | $406K | Buy |
1,638
+643
| +65% | +$153K | 0.01% | 860 |
|
|
2020
Q4 | $233K | Buy |
+995
| New | +$220K | ﹤0.01% | 928 |
|
|
2020
Q3 | – | Sell |
-2,323
| Closed | -$479K | – | 960 |
|
|
2020
Q2 | $479K | Buy |
+2,323
| New | +$452K | 0.01% | 611 |
|
|
2017
Q3 | – | Sell |
-169
| Closed | -$43K | – | 1321 |
|
|
2017
Q2 | $43K | Buy |
+169
| New | +$41.7K | ﹤0.01% | 1577 |
|
|
2016
Q3 | – | Sell |
-97
| Closed | -$17K | – | 2407 |
|
|
2016
Q2 | $17K | Buy |
97
+62
| +177% | +$11.4K | ﹤0.01% | 1814 |
|
|
2016
Q1 | $6K | Buy |
35
+3
| +9% | +$554 | ﹤0.01% | 2001 |
|
|
2015
Q4 | $5K | Hold |
32
| – | – | ﹤0.01% | 2019 |
|
|
2015
Q3 | $5K | Sell |
32
-293
| -90% | -$53K | ﹤0.01% | 1998 |
|
|
2015
Q2 | $59K | Buy |
325
+25
| +8% | +$4.55K | ﹤0.01% | 1357 |
|
|
2015
Q1 | $52K | Hold |
300
| – | – | ﹤0.01% | 1417 |
|
|
2014
Q4 | $51K | Hold |
300
| – | – | ﹤0.01% | 1423 |
|
|
2014
Q3 | $48K | Hold |
300
| – | – | ﹤0.01% | 1421 |
|
|
2014
Q2 | $48K | Hold |
300
| – | – | ﹤0.01% | 1419 |
|
|
2014
Q1 | $45K | Buy |
+300
| New | +$44.3K | ﹤0.01% | 1429 |
|
Other funds holding EG
VVP
D.A. Davidson & Co's EG Position: Q2 2026 in Review
D.A. Davidson & Co increased its Everest Group (EG) stake by 14% in Q2 2026, buying an estimated $163K and bringing the position to 3,776 shares worth $1.35M. The position accounts for 0.01% of the portfolio, ranked #872.
D.A. Davidson & Co first reported a position in EG in Q1 2014 and has held it in 35 quarters since. 686 funds tracked by Wall St. Rank hold EG as of Q2 2026.
- D.A. Davidson & Co held 3,776 shares of Everest Group worth $1.35M as of Q2 2026.
- D.A. Davidson & Co bought 475 Everest Group shares in Q2 2026, an estimated $163K.
- Everest Group made up 0.01% of D.A. Davidson & Co's portfolio in Q2 2026, its #872 holding.
- D.A. Davidson & Co first reported a position in Everest Group in Q1 2014 and has held it in 35 quarters since.
- 686 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.
Based on D.A. Davidson & Co's 13F filing for Q2 2026, filed 24 Jul 2026.