Estate Counselors’s Everest Group EG Stock Holding History

Estate Counselors’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	$1.86M	Buy	5,198 +63	+1%	+$21.6K	0.16%	55
2026 Q1	$1.68M	Buy	+5,135	New	+$1.69M	0.15%	59

Other funds holding EG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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 Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Estate Counselors's EG Position: Q2 2026 in Review

Estate Counselors increased its Everest Group (EG) stake by 1.2% in Q2 2026, buying an estimated $21.6K and bringing the position to 5,198 shares worth $1.86M. The position accounts for 0.16% of the portfolio, ranked #55.

Estate Counselors first reported a position in EG in Q1 2026 and has held it in 2 quarters since. 690 funds tracked by Wall St. Rank hold EG as of Q2 2026.

Estate Counselors held 5,198 shares of Everest Group worth $1.86M as of Q2 2026.
Estate Counselors bought 63 Everest Group shares in Q2 2026, an estimated $21.6K.
Everest Group made up 0.16% of Estate Counselors's portfolio in Q2 2026, its #55 holding.
Estate Counselors first reported a position in Everest Group in Q1 2026 and has held it in 2 quarters since.
690 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Estate Counselors's 13F filing for Q2 2026, filed 7 Aug 2026.