Fifth Third Wealth Advisors
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Fifth Third Wealth Advisors’s Everest Group EG Stock Holding History

Fifth Third Wealth 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 		$243K Buy
666
+24
+4% +$8.97K 0.01% 891
2026
Q2 		$229K Buy
+642
New +$220K 0.01% 859

Other funds holding EG

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Fifth Third Wealth Advisors's EG Position: Q3 2026 in Review

Fifth Third Wealth Advisors increased its Everest Group (EG) stake by 3.7% in Q3 2026, buying an estimated $8.97K and bringing the position to 666 shares worth $243K. The position accounts for 0.01% of the portfolio, ranked #891.

Fifth Third Wealth Advisors first reported a position in EG in Q2 2026 and has held it in 2 quarters since. 351 funds tracked by Wall St. Rank hold EG as of Q3 2026.

  • Fifth Third Wealth Advisors held 666 shares of Everest Group worth $243K as of Q3 2026.
  • Fifth Third Wealth Advisors bought 24 Everest Group shares in Q3 2026, an estimated $8.97K.
  • Everest Group made up 0.01% of Fifth Third Wealth Advisors's portfolio in Q3 2026, its #891 holding.
  • Fifth Third Wealth Advisors first reported a position in Everest Group in Q2 2026 and has held it in 2 quarters since.
  • 351 funds tracked by Wall St. Rank held Everest Group as of Q3 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.