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Dana Investment Advisors’s Everest Group EG Stock Holding History

Dana Investment 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
Q2 		$649K Hold
1,816
– – 0.02% 457
2026
Q1 		$594K Sell
1,816
-217
-11% -$71.4K 0.02% 458
2025
Q4 		$690K Sell
2,033
-50
-2% -$16.5K 0.02% 435
2025
Q3 		$730K Hold
2,083
– – 0.02% 431
2025
Q2 		$708K Hold
2,083
– – 0.02% 421
2025
Q1 		$757K Hold
2,083
– – 0.03% 409
2024
Q4 		$755K Sell
2,083
-156
-7% -$58.4K 0.02% 419
2024
Q3 		$877K Sell
2,239
-390
-15% -$149K 0.03% 395
2024
Q2 		$1M Sell
2,629
-100
-4% -$37.8K 0.03% 372
2024
Q1 		$1.08M Sell
2,729
-120
-4% -$45K 0.04% 365
2023
Q4 		$1.01M Buy
2,849
+264
+10% +$102K 0.05% 247
2023
Q3 		$961K Sell
2,585
-50
-2% -$18.1K 0.05% 239
2023
Q2 		$901K Hold
2,635
– – 0.04% 244
2023
Q1 		$943K Sell
2,635
-51
-2% -$18.3K 0.05% 242
2022
Q4 		$890K Buy
2,686
+13
+0.5% +$4.05K 0.05% 248
2022
Q3 		$702K Sell
2,673
-10
-0.4% -$2.71K 0.04% 263
2022
Q2 		$752K Buy
+2,683
New +$758K 0.04% 261

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

Dana Investment Advisors's EG Position: Q2 2026 in Review

Dana Investment Advisors held its Everest Group (EG) position steady in Q2 2026 at 1,816 shares worth $649K. The position accounts for 0.02% of the portfolio, ranked #457.

Dana Investment Advisors first reported a position in EG in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.08M in Q1 2024. 686 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Dana Investment Advisors held 1,816 shares of Everest Group worth $649K as of Q2 2026.
  • Dana Investment Advisors left its Everest Group share count unchanged in Q2 2026.
  • Everest Group made up 0.02% of Dana Investment Advisors's portfolio in Q2 2026, its #457 holding.
  • Dana Investment Advisors first reported a position in Everest Group in Q2 2022 and has held it in 17 quarters since.
  • Dana Investment Advisors's Everest Group position peaked at $1.08M in Q1 2024.
  • 686 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Dana Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.