Essential Partners
EG icon

Essential Partners’s Everest Group EG Stock Holding History

Essential Partners’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 		$47.5K Hold
130
– – 0.02% 625
2026
Q2 		$46.4K Sell
130
-66
-34% -$22.6K 0.02% 636
2026
Q1 		$64.1K Sell
196
-400
-67% -$132K 0.02% 535
2025
Q4 		$202K Sell
596
-1,481
-71% -$489K 0.06% 313
2025
Q3 		$727K Buy
2,077
+72
+4% +$24.3K 0.24% 114
2025
Q2 		$681K Buy
+2,005
New +$692K 0.27% 113

Other funds holding EG

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
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
Equitable Trust
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Adams Diversified Equity Fund
Adams Diversified Equity Fund Baltimore, Maryland $3.3B AUM 38.12% 1-Year Est. Return
LMCG Investments
LMCG Investments Boston, Massachusetts $1.86B AUM 40.01% 1-Year Est. Return

Essential Partners's EG Position: Q3 2026 in Review

Essential Partners held its Everest Group (EG) position steady in Q3 2026 at 130 shares worth $47.5K. The position accounts for 0.02% of the portfolio, ranked #625.

Essential Partners first reported a position in EG in Q2 2025 and has held it in 6 quarters since. The position peaked at $727K in Q3 2025. 124 funds tracked by Wall St. Rank hold EG as of Q3 2026.

  • Essential Partners held 130 shares of Everest Group worth $47.5K as of Q3 2026.
  • Essential Partners left its Everest Group share count unchanged in Q3 2026.
  • Everest Group made up 0.02% of Essential Partners's portfolio in Q3 2026, its #625 holding.
  • Essential Partners first reported a position in Everest Group in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Everest Group position peaked at $727K in Q3 2025.
  • 124 funds tracked by Wall St. Rank held Everest Group as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.