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

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

Palouse Capital Management Spokane, Washington $160M AUM 36.15% 1-Year Est. Return

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

Allied Private Wealth Boca Raton, Florida $156M AUM

Chesley Taft & Associates Chicago, Illinois $2.57B AUM 22.93% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return