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
Q3 		$24.9M Sell
68,297
-1,820
-3% -$680K 1.05% 19
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

Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
Counterpoint Mutual Funds
Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
DFG
Dupree Financial Group Lexington, Kentucky $277M AUM 22.51% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Equitable Trust's EG Position: Q3 2026 in Review

Equitable Trust reduced its Everest Group (EG) stake by 2.6% in Q3 2026, selling an estimated $680K and leaving 68,297 shares worth $24.9M. The position accounts for 1.05% of the portfolio, ranked #19.

Equitable Trust first reported a position in EG in Q1 2022 and has held it in 19 quarters since. The position peaked at $25M in Q2 2026. 79 funds tracked by Wall St. Rank hold EG as of Q3 2026.

  • Equitable Trust held 68,297 shares of Everest Group worth $24.9M as of Q3 2026.
  • Equitable Trust sold 1,820 Everest Group shares in Q3 2026, an estimated $680K.
  • Everest Group made up 1.05% of Equitable Trust's portfolio in Q3 2026, its #19 holding.
  • Equitable Trust first reported a position in Everest Group in Q1 2022 and has held it in 19 quarters since.
  • Equitable Trust's Everest Group position peaked at $25M in Q2 2026.
  • 79 funds tracked by Wall St. Rank held Everest Group as of Q3 2026.

Based on Equitable Trust's 13F filing for Q3 2026, filed 13 Oct 2026.