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E&G Advisors’s Everest Group EG Stock Holding History

E&G 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
Q3 		$398K Hold
1,090
– – 0.08% 165
2026
Q2 		$390K Sell
1,090
-10
-0.9% -$3.42K 0.08% 167
2026
Q1 		$361K Hold
1,100
– – 0.08% 165
2025
Q4 		$375K Sell
1,100
-30
-3% -$9.9K 0.08% 152
2025
Q3 		$396K Hold
1,130
– – 0.09% 147
2025
Q2 		$385K Sell
1,130
-135
-11% -$46.6K 0.1% 143
2025
Q1 		$460K Hold
1,265
– – 0.13% 128
2024
Q4 		$459K Sell
1,265
-50
-4% -$18.7K 0.12% 127
2024
Q3 		$514K Hold
1,315
– – 0.14% 123
2024
Q2 		$500K Sell
1,315
-30
-2% -$11.3K 0.15% 123
2024
Q1 		$533K Buy
1,345
+265
+25% +$99.4K 0.17% 113
2023
Q4 		$382K Buy
1,080
+280
+35% +$108K 0.14% 129
2023
Q3 		$297K Hold
800
– – 0.11% 154
2023
Q2 		$273K Hold
800
– – 0.1% 168
2023
Q1 		$286K Buy
800
+50
+7% +$18K 0.11% 161
2022
Q4 		$248K Buy
+750
New +$234K 0.09% 173
2022
Q3 		– Sell
-760
Closed -$213K – 204
2022
Q2 		$213K Hold
760
– – 0.07% 196
2022
Q1 		$229K Sell
760
-100
-12% -$28.7K 0.06% 198
2021
Q4 		$236K Hold
860
– – 0.06% 197
2021
Q3 		$216K Buy
+860
New +$221K 0.06% 198
2021
Q2 		– Hold
0
– – – 200
2020
Q1 		– Sell
-850
Closed -$235K – 175
2019
Q4 		$235K Hold
850
– – 0.09% 178
2019
Q3 		$226K Hold
850
– – 0.09% 170
2019
Q2 		$210K Sell
850
-200
-19% -$48K 0.09% 171
2019
Q1 		$227K Sell
1,050
-650
-38% -$141K 0.1% 168
2018
Q4 		$370K Hold
1,700
– – 0.17% 140
2018
Q3 		$388K Hold
1,700
– – 0.15% 147
2018
Q2 		$392K Hold
1,700
– – 0.16% 139
2018
Q1 		$437K Buy
+1,700
New +$408K 0.19% 118

Other funds holding EG

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vulcan Value Partners
Vulcan Value Partners Birmingham, Alabama $3.13B AUM 1.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

E&G Advisors's EG Position: Q3 2026 in Review

E&G Advisors held its Everest Group (EG) position steady in Q3 2026 at 1,090 shares worth $398K. The position accounts for 0.08% of the portfolio, ranked #165.

E&G Advisors first reported a position in EG in Q1 2018 and has held it in 28 quarters since. The position peaked at $533K in Q1 2024. 402 funds tracked by Wall St. Rank hold EG as of Q3 2026.

  • E&G Advisors held 1,090 shares of Everest Group worth $398K as of Q3 2026.
  • E&G Advisors left its Everest Group share count unchanged in Q3 2026.
  • Everest Group made up 0.08% of E&G Advisors's portfolio in Q3 2026, its #165 holding.
  • E&G Advisors first reported a position in Everest Group in Q1 2018 and has held it in 28 quarters since.
  • E&G Advisors's Everest Group position peaked at $533K in Q1 2024.
  • 402 funds tracked by Wall St. Rank held Everest Group as of Q3 2026.

Based on E&G Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.