Dunhill Financial’s Everest Group EG Stock Holding History

Dunhill Financial’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 Q1	$717	Hold	2	–	–	﹤0.01%	1039
2025 Q4	$748	Buy	2 +1	+100%	+$330	﹤0.01%	876
2025 Q3	$254	Hold	1	–	–	﹤0.01%	911
2025 Q2	$409	Sell	1 -2	-67%	-$690	﹤0.01%	882
2025 Q1	$1.04K	Buy	+3	New	+$1.06K	﹤0.01%	798
2024 Q3	–	Sell	-5	Closed	-$1.83K	–	949
2024 Q2	$1.83K	Hold	5	–	–	﹤0.01%	579
2024 Q1	$1.88K	Buy	5 +1	+25%	+$375	﹤0.01%	510
2023 Q4	$1.54K	Buy	+4	New	+$1.55K	﹤0.01%	503

Other funds holding EG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dunhill Financial's EG Position: Q1 2026 in Review

Dunhill Financial held its Everest Group (EG) position steady in Q1 2026 at 2 shares worth $717. The position accounts for ﹤0.01% of the portfolio, ranked #1039.

Dunhill Financial first reported a position in EG in Q4 2023 and has held it in 8 quarters since. The position peaked at $1.88K in Q1 2024. 663 funds tracked by Wall St. Rank hold EG as of Q1 2026.

Dunhill Financial held 2 shares of Everest Group worth $717 as of Q1 2026.
Dunhill Financial left its Everest Group share count unchanged in Q1 2026.
Everest Group made up ﹤0.01% of Dunhill Financial's portfolio in Q1 2026, its #1039 holding.
Dunhill Financial first reported a position in Everest Group in Q4 2023 and has held it in 8 quarters since.
Dunhill Financial's Everest Group position peaked at $1.88K in Q1 2024.
663 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

Based on Dunhill Financial's 13F filing for Q1 2026, filed 6 May 2026.