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Financial Consulate’s Everest Group EG Stock Holding History

Financial Consulate’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 		$654 Buy
+2
New +$658 ﹤0.01% 1183
2025
Q4 		– Sell
-2
Closed -$701 – 1379
2025
Q3 		$701 Buy
+2
New +$675 ﹤0.01% 918

Other funds holding EG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Financial Consulate's EG Position: Q1 2026 in Review

Financial Consulate opened a new position in Everest Group (EG) in Q1 2026: 2 shares worth $654. The stake represents ﹤0.01% of the portfolio and ranks #1183 among its holdings. This is a return to the name: Financial Consulate previously reported a position in EG as recently as Q3 2025.

Financial Consulate first reported a position in EG in Q3 2025 and has held it in 2 quarters since. The position peaked at $701 in Q3 2025. 663 funds tracked by Wall St. Rank hold EG as of Q1 2026.

  • Financial Consulate held 2 shares of Everest Group worth $654 as of Q1 2026.
  • Everest Group was a new Financial Consulate position in Q1 2026.
  • Everest Group made up ﹤0.01% of Financial Consulate's portfolio in Q1 2026, its #1183 holding.
  • Financial Consulate first reported a position in Everest Group in Q3 2025 and has held it in 2 quarters since.
  • Financial Consulate's Everest Group position peaked at $701 in Q3 2025.
  • 663 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.