Dupree Financial Group’s Everest Group EG Stock Holding History

Dupree Financial Group’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	$6.5M	Sell	18,184 -16,891	-48%	-$5.78M	2.43%	12
2026 Q1	$11.5M	Sell	35,075 -151	-0.4%	-$49.7K	4.61%	6
2025 Q4	$12M	Buy	35,226 +5,846	+20%	+$1.93M	4.36%	6
2025 Q3	$10.3M	Buy	+29,380	New	+$9.92M	3.91%	7
2025 Q2	–	Sell	-16,911	Closed	-$6.14M	–	71
2025 Q1	$6.14M	Buy	+16,911	New	+$5.98M	2.5%	16
2024 Q3	–	Sell	-10,927	Closed	-$4.16M	–	73
2024 Q2	$4.16M	Sell	10,927 -2,779	-20%	-$1.05M	1.89%	19
2024 Q1	$5.45M	Sell	13,706 -7	-0.1%	-$2.63K	2.43%	16
2023 Q4	$4.85M	Buy	+13,713	New	+$5.31M	2.37%	19

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

Dupree Financial Group's EG Position: Q2 2026 in Review

Dupree Financial Group reduced its Everest Group (EG) stake by 48% in Q2 2026, selling an estimated $5.78M and leaving 18,184 shares worth $6.5M. The position accounts for 2.43% of the portfolio, ranked #12.

Dupree Financial Group first reported a position in EG in Q4 2023 and has held it in 8 quarters since. The position peaked at $12M in Q4 2025. 689 funds tracked by Wall St. Rank hold EG as of Q2 2026.

Dupree Financial Group held 18,184 shares of Everest Group worth $6.5M as of Q2 2026.
Dupree Financial Group sold 16,891 Everest Group shares in Q2 2026, an estimated $5.78M.
Everest Group made up 2.43% of Dupree Financial Group's portfolio in Q2 2026, its #12 holding.
Dupree Financial Group first reported a position in Everest Group in Q4 2023 and has held it in 8 quarters since.
Dupree Financial Group's Everest Group position peaked at $12M in Q4 2025.
689 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Dupree Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.