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Dakota Wealth Management’s Everest Group EG Stock Holding History

Dakota Wealth Management’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 		$679K Sell
1,902
-66
-3% -$22.6K 0.01% 513
2026
Q1 		$643K Sell
1,968
-35
-2% -$11.5K 0.01% 491
2025
Q4 		$680K Sell
2,003
-85
-4% -$28.1K 0.01% 487
2025
Q3 		$731K Sell
2,088
-20
-0.9% -$6.75K 0.01% 410
2025
Q2 		$716K Buy
2,108
+160
+8% +$55.2K 0.02% 448
2025
Q1 		$708K Buy
1,948
+3
+0.2% +$1.06K 0.02% 445
2024
Q4 		$705K Buy
1,945
+32
+2% +$12K 0.02% 434
2024
Q3 		$750K Sell
1,913
-97
-5% -$37K 0.02% 424
2024
Q2 		$766K Buy
2,010
+25
+1% +$9.45K 0.02% 422
2024
Q1 		$789K Buy
+1,985
New +$744K 0.02% 407
2022
Q3 		– Sell
-9,339
Closed -$2.62M – 585
2022
Q2 		$2.62M Buy
+9,339
New +$2.64M 0.24% 112

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

Dakota Wealth Management's EG Position: Q2 2026 in Review

Dakota Wealth Management reduced its Everest Group (EG) stake by 3.4% in Q2 2026, selling an estimated $22.6K and leaving 1,902 shares worth $679K. The position accounts for 0.01% of the portfolio, ranked #513.

Dakota Wealth Management first reported a position in EG in Q2 2022 and has held it in 11 quarters since. The position peaked at $2.62M in Q2 2022. 686 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Dakota Wealth Management held 1,902 shares of Everest Group worth $679K as of Q2 2026.
  • Dakota Wealth Management sold 66 Everest Group shares in Q2 2026, an estimated $22.6K.
  • Everest Group made up 0.01% of Dakota Wealth Management's portfolio in Q2 2026, its #513 holding.
  • Dakota Wealth Management first reported a position in Everest Group in Q2 2022 and has held it in 11 quarters since.
  • Dakota Wealth Management's Everest Group position peaked at $2.62M in Q2 2022.
  • 686 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.