FFA
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Farther Finance Advisors’s Everest Group EG Stock Holding History

Farther Finance Advisors’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 		$621K Buy
1,737
+106
+6% +$36.3K ﹤0.01% 1397
2026
Q1 		$528K Buy
1,631
+60
+4% +$19.7K 0.01% 1356
2025
Q4 		$533K Buy
1,571
+532
+51% +$176K 0.01% 1263
2025
Q3 		$364K Buy
1,039
+223
+27% +$75.3K 0.01% 1261
2025
Q2 		$277K Buy
816
+34
+4% +$11.7K 0.01% 1229
2025
Q1 		$286K Buy
782
+589
+305% +$208K 0.01% 1061
2024
Q4 		$70K Sell
193
-46
-19% -$17.2K ﹤0.01% 1481
2024
Q3 		$93.7K Buy
239
+19
+9% +$7.24K ﹤0.01% 1334
2024
Q2 		$83.3K Sell
220
-3
-1% -$1.13K ﹤0.01% 1205
2024
Q1 		$88.8K Buy
223
+35
+19% +$13.1K 0.01% 981
2023
Q4 		$66.5K Buy
188
+19
+11% +$7.36K ﹤0.01% 931
2023
Q3 		$62.8K Buy
169
+12
+8% +$4.36K 0.01% 711
2023
Q2 		$53.7K Hold
157
– – 0.01% 646
2023
Q1 		$56.2K Hold
157
– – 0.02% 573
2022
Q4 		$52K Buy
+157
New +$48.9K 0.02% 472

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

Farther Finance Advisors's EG Position: Q2 2026 in Review

Farther Finance Advisors increased its Everest Group (EG) stake by 6.5% in Q2 2026, buying an estimated $36.3K and bringing the position to 1,737 shares worth $621K. The position accounts for ﹤0.01% of the portfolio, ranked #1397.

Farther Finance Advisors first reported a position in EG in Q4 2022 and has held it in 15 quarters since. 686 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Farther Finance Advisors held 1,737 shares of Everest Group worth $621K as of Q2 2026.
  • Farther Finance Advisors bought 106 Everest Group shares in Q2 2026, an estimated $36.3K.
  • Everest Group made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #1397 holding.
  • Farther Finance Advisors first reported a position in Everest Group in Q4 2022 and has held it in 15 quarters since.
  • 686 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.