FC
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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
Q2 		$3.22K Buy
9
+7
+350% +$2.4K ﹤0.01% 933
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 $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

Financial Consulate's EG Position: Q2 2026 in Review

Financial Consulate increased its Everest Group (EG) stake by 350% in Q2 2026, buying an estimated $2.4K and bringing the position to 9 shares worth $3.22K. The position accounts for ﹤0.01% of the portfolio, ranked #933.

Financial Consulate first reported a position in EG in Q3 2025 and has held it in 3 quarters since. 689 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Financial Consulate held 9 shares of Everest Group worth $3.22K as of Q2 2026.
  • Financial Consulate bought 7 Everest Group shares in Q2 2026, an estimated $2.4K.
  • Everest Group made up ﹤0.01% of Financial Consulate's portfolio in Q2 2026, its #933 holding.
  • Financial Consulate first reported a position in Everest Group in Q3 2025 and has held it in 3 quarters since.
  • 689 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.