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Financial Management Professionals’s Everest Group EG Stock Holding History

Financial Management Professionals’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 		$2.5K Hold
7
– – ﹤0.01% 769
2026
Q1 		$2.29K Hold
7
– – ﹤0.01% 713
2025
Q4 		$2.38K Hold
7
– – ﹤0.01% 697
2025
Q3 		$2.45K Sell
7
-2
-22% -$675 ﹤0.01% 684
2025
Q2 		$3.06K Sell
9
-3
-25% -$1.03K ﹤0.01% 688
2025
Q1 		$4.36K Buy
12
+3
+33% +$1.06K ﹤0.01% 651
2024
Q4 		$3.26K Sell
9
-3
-25% -$1.12K ﹤0.01% 674
2024
Q3 		$5K Hold
12
– – ﹤0.01% 628
2024
Q2 		$5K Hold
12
– – ﹤0.01% 582
2024
Q1 		$5K Sell
12
-38
-76% -$14.2K ﹤0.01% 641
2023
Q4 		$18K Buy
50
+41
+456% +$15.9K ﹤0.01% 421
2023
Q3 		$3K Hold
9
– – ﹤0.01% 658
2023
Q2 		$3K Sell
9
-80
-90% -$28.9K ﹤0.01% 700
2023
Q1 		$32K Buy
89
+82
+1,171% +$29.5K 0.01% 329
2022
Q4 		$2K Buy
+7
New +$2.18K ﹤0.01% 728

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 Management Professionals's EG Position: Q2 2026 in Review

Financial Management Professionals held its Everest Group (EG) position steady in Q2 2026 at 7 shares worth $2.5K. The position accounts for ﹤0.01% of the portfolio, ranked #769.

Financial Management Professionals first reported a position in EG in Q4 2022 and has held it in 15 quarters since. The position peaked at $32K in Q1 2023. 689 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Financial Management Professionals held 7 shares of Everest Group worth $2.5K as of Q2 2026.
  • Financial Management Professionals left its Everest Group share count unchanged in Q2 2026.
  • Everest Group made up ﹤0.01% of Financial Management Professionals's portfolio in Q2 2026, its #769 holding.
  • Financial Management Professionals first reported a position in Everest Group in Q4 2022 and has held it in 15 quarters since.
  • Financial Management Professionals's Everest Group position peaked at $32K in Q1 2023.
  • 689 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.