ET
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Equitable Trust’s Everest Group EG Stock Holding History

Equitable Trust’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 		$25M Buy
70,117
+15,645
+29% +$5.36M 1.05% 20
2026
Q1 		$17.8M Buy
54,472
+9,585
+21% +$3.15M 0.82% 26
2025
Q4 		$15.2M Buy
44,887
+846
+2% +$279K 0.68% 34
2025
Q3 		$15.4M Sell
44,041
-1,858
-4% -$627K 0.71% 34
2025
Q2 		$15.6M Sell
45,899
-5,130
-10% -$1.77M 0.78% 33
2025
Q1 		$18.5M Buy
51,029
+34,032
+200% +$12M 1.03% 22
2024
Q4 		$6.16M Buy
16,997
+8,398
+98% +$3.15M 0.34% 53
2024
Q3 		$3.37M Sell
8,599
-5,682
-40% -$2.16M 0.22% 100
2024
Q2 		$5.44M Buy
14,281
+5,417
+61% +$2.05M 0.37% 56
2024
Q1 		$3.52M Buy
8,864
+160
+2% +$60K 0.24% 87
2023
Q4 		$3.08M Buy
8,704
+851
+11% +$330K 0.23% 86
2023
Q3 		$2.92M Hold
7,853
– – 0.24% 81
2023
Q2 		$2.68M Buy
7,853
+622
+9% +$225K 0.21% 93
2023
Q1 		$2.59M Buy
7,231
+460
+7% +$165K 0.2% 96
2022
Q4 		$2.24M Buy
6,771
+25
+0.4% +$7.79K 0.18% 113
2022
Q3 		$1.77M Sell
6,746
-96
-1% -$26K 0.15% 130
2022
Q2 		$1.92M Sell
6,842
-68
-1% -$19.2K 0.14% 129
2022
Q1 		$2.08M Buy
+6,910
New +$1.99M 0.13% 137

Other funds holding EG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
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
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Equitable Trust's EG Position: Q2 2026 in Review

Equitable Trust increased its Everest Group (EG) stake by 29% in Q2 2026, buying an estimated $5.36M and bringing the position to 70,117 shares worth $25M. The position accounts for 1.05% of the portfolio, ranked #20.

Equitable Trust first reported a position in EG in Q1 2022 and has held it in 18 quarters since. 688 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Equitable Trust held 70,117 shares of Everest Group worth $25M as of Q2 2026.
  • Equitable Trust bought 15,645 Everest Group shares in Q2 2026, an estimated $5.36M.
  • Everest Group made up 1.05% of Equitable Trust's portfolio in Q2 2026, its #20 holding.
  • Equitable Trust first reported a position in Everest Group in Q1 2022 and has held it in 18 quarters since.
  • 688 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Equitable Trust's 13F filing for Q2 2026, filed 23 Jul 2026.