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
Q3 		$1.53M Buy
4,202
+2,465
+142% +$922K 0.01% 897
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

DFG
Dupree Financial Group Lexington, Kentucky $277M AUM 22.51% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
SA
Sacks & Associates Warren, New Jersey $143M AUM 17.48% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return

Farther Finance Advisors's EG Position: Q3 2026 in Review

Farther Finance Advisors increased its Everest Group (EG) stake by 142% in Q3 2026, buying an estimated $922K and bringing the position to 4,202 shares worth $1.53M. The position accounts for 0.01% of the portfolio, ranked #897.

Farther Finance Advisors first reported a position in EG in Q4 2022 and has held it in 16 quarters since. 21 funds tracked by Wall St. Rank hold EG as of Q3 2026.

  • Farther Finance Advisors held 4,202 shares of Everest Group worth $1.53M as of Q3 2026.
  • Farther Finance Advisors bought 2,465 Everest Group shares in Q3 2026, an estimated $922K.
  • Everest Group made up 0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #897 holding.
  • Farther Finance Advisors first reported a position in Everest Group in Q4 2022 and has held it in 16 quarters since.
  • 21 funds tracked by Wall St. Rank held Everest Group as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.