Evoke Wealth’s Everest Group EG Stock Holding History

Evoke Wealth’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 Q1	–	Sell	-604	Closed	-$205K	–	725
2025 Q4	$205K	Sell	604 -840	-58%	-$277K	﹤0.01%	628
2025 Q3	$506K	Buy	1,444 +565	+64%	+$191K	0.01%	356
2025 Q2	$299K	Buy	+879	New	+$303K	0.01%	458
2022 Q4	–	Sell	-34	Closed	-$9K	–	602
2022 Q3	$9K	Hold	34	–	–	﹤0.01%	768
2022 Q2	$10K	Sell	34 -1	-3%	-$283	﹤0.01%	768
2022 Q1	$11K	Buy	35 +11	+46%	+$3.16K	﹤0.01%	747
2021 Q4	$7K	Buy	24 +1	+4%	+$270	﹤0.01%	838
2021 Q3	$5K	Hold	23	–	–	﹤0.01%	846
2021 Q2	$6K	Hold	23	–	–	﹤0.01%	825
2021 Q1	$6K	Hold	23	–	–	﹤0.01%	796
2020 Q4	$5K	Hold	23	–	–	﹤0.01%	710
2020 Q3	$5K	Hold	23	–	–	﹤0.01%	665
2020 Q2	$5K	Buy	23 +13	+130%	+$2.53K	﹤0.01%	662
2020 Q1	$1.92K	Buy	10 +4	+67%	+$1.02K	﹤0.01%	806
2019 Q4	$1.66K	Hold	6	–	–	﹤0.01%	1102
2019 Q3	$1.6K	Buy	+6	New	+$1.51K	﹤0.01%	1245

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Evoke Wealth's EG Position: Q1 2026 in Review

Evoke Wealth sold out of Everest Group (EG) in Q1 2026, closing a stake of 604 shares — an estimated $205K sold.

Evoke Wealth first reported a position in EG in Q3 2019 and held it in 16 quarters. The position peaked at $506K in Q3 2025. 668 funds tracked by Wall St. Rank hold EG as of Q1 2026.

Evoke Wealth reported no remaining Everest Group position as of Q1 2026 after selling out during the quarter.
Evoke Wealth sold 604 Everest Group shares in Q1 2026, an estimated $205K.
Evoke Wealth first reported a position in Everest Group in Q3 2019 and held it in 16 quarters.
Evoke Wealth's Everest Group position peaked at $506K in Q3 2025.
668 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

Based on Evoke Wealth's 13F filing for Q1 2026, filed 15 May 2026.