EWM
EG icon

Empirical Wealth Management’s Everest Group EG Stock Holding History

Empirical Wealth Management’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 		$403K Buy
1,129
+164
+17% +$56.2K 0.01% 773
2026
Q1 		$315K Buy
+965
New +$318K 0.01% 768

Other funds holding EG

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

Empirical Wealth Management's EG Position: Q2 2026 in Review

Empirical Wealth Management increased its Everest Group (EG) stake by 17% in Q2 2026, buying an estimated $56.2K and bringing the position to 1,129 shares worth $403K. The position accounts for 0.01% of the portfolio, ranked #773.

Empirical Wealth Management first reported a position in EG in Q1 2026 and has held it in 2 quarters since. 214 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Empirical Wealth Management held 1,129 shares of Everest Group worth $403K as of Q2 2026.
  • Empirical Wealth Management bought 164 Everest Group shares in Q2 2026, an estimated $56.2K.
  • Everest Group made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #773 holding.
  • Empirical Wealth Management first reported a position in Everest Group in Q1 2026 and has held it in 2 quarters since.
  • 214 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.