Daymark Wealth Partners’s Everest Group EG Stock Holding History

Daymark Wealth Partners’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	$869K	Buy	2,432 +95	+4%	+$32.5K	0.02%	362
2026 Q1	$764K	Sell	2,337 -9	-0.4%	-$2.96K	0.02%	341
2025 Q4	$796K	Buy	2,346 +83	+4%	+$27.4K	0.03%	316
2025 Q3	$793K	Hold	2,263	–	–	0.03%	308
2025 Q2	$769K	Buy	2,263 +13	+0.6%	+$4.49K	0.03%	294
2025 Q1	$817K	Hold	2,250	–	–	0.04%	268
2024 Q4	$816K	Hold	2,250	–	–	0.03%	262
2024 Q3	$882K	Buy	2,250 +200	+10%	+$76.2K	0.04%	262
2024 Q2	$781K	Hold	2,050	–	–	0.04%	274
2024 Q1	$815K	Hold	2,050	–	–	0.04%	217
2023 Q4	$725K	Hold	2,050	–	–	0.04%	219
2023 Q3	$762K	Buy	+2,050	New	+$744K	0.05%	196

Other funds holding EG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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 Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Daymark Wealth Partners's EG Position: Q2 2026 in Review

Daymark Wealth Partners increased its Everest Group (EG) stake by 4.1% in Q2 2026, buying an estimated $32.5K and bringing the position to 2,432 shares worth $869K. The position accounts for 0.02% of the portfolio, ranked #362.

Daymark Wealth Partners first reported a position in EG in Q3 2023 and has held it in 12 quarters since. The position peaked at $882K in Q3 2024. 686 funds tracked by Wall St. Rank hold EG as of Q2 2026.

Daymark Wealth Partners held 2,432 shares of Everest Group worth $869K as of Q2 2026.
Daymark Wealth Partners bought 95 Everest Group shares in Q2 2026, an estimated $32.5K.
Everest Group made up 0.02% of Daymark Wealth Partners's portfolio in Q2 2026, its #362 holding.
Daymark Wealth Partners first reported a position in Everest Group in Q3 2023 and has held it in 12 quarters since.
Daymark Wealth Partners's Everest Group position peaked at $882K in Q3 2024.
686 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.