FHA
EG icon

First Horizon Advisors’s Everest Group EG Stock Holding History

First Horizon 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
2025
Q2 		$12.2K Buy
36
+12
+50% +$4.14K ﹤0.01% 1605
2025
Q1 		$8.72K Sell
24
-11
-31% -$3.89K ﹤0.01% 1648
2024
Q4 		$12.7K Sell
35
-15
-30% -$5.62K ﹤0.01% 1505
2024
Q3 		$19.6K Buy
50
+6
+14% +$2.29K ﹤0.01% 1364
2024
Q2 		$16.8K Buy
44
+8
+22% +$3.02K ﹤0.01% 1347
2024
Q1 		$14.3K Buy
36
+4
+13% +$1.5K ﹤0.01% 1457
2023
Q4 		$11.3K Hold
32
– – ﹤0.01% 1539
2023
Q3 		$11.9K Sell
32
-2
-6% -$726 ﹤0.01% 1446
2023
Q2 		$11.6K Sell
34
-10
-23% -$3.61K ﹤0.01% 1483
2023
Q1 		$15.8K Sell
44
-10
-19% -$3.59K ﹤0.01% 1353
2022
Q4 		$17.9K Sell
54
-34
-39% -$10.6K ﹤0.01% 1292
2022
Q3 		$22K Sell
88
-25
-22% -$6.76K ﹤0.01% 1193
2022
Q2 		$31K Buy
113
+47
+71% +$13.3K ﹤0.01% 1110
2022
Q1 		$20K Sell
66
-291
-82% -$83.6K ﹤0.01% 887
2021
Q4 		$97K Buy
357
+276
+341% +$74.6K ﹤0.01% 687
2021
Q3 		$20K Buy
81
+39
+93% +$10K ﹤0.01% 1278
2021
Q2 		$11K Sell
42
-29
-41% -$7.55K ﹤0.01% 1308
2021
Q1 		$17K Hold
71
– – ﹤0.01% 1123
2020
Q4 		$16K Hold
71
– – ﹤0.01% 951
2020
Q3 		$13K Hold
71
– – ﹤0.01% 945
2020
Q2 		$14K Sell
71
-9
-11% -$1.75K ﹤0.01% 914
2020
Q1 		$15K Buy
80
+21
+36% +$5.36K ﹤0.01% 831
2019
Q4 		$16K Hold
59
– – ﹤0.01% 935
2019
Q3 		$16K Buy
59
+15
+34% +$3.79K ﹤0.01% 920
2019
Q2 		$10K Hold
44
– – ﹤0.01% 1078
2019
Q1 		$9K Hold
44
– – ﹤0.01% 1074
2018
Q4 		$10K Sell
44
-6
-12% -$1.31K ﹤0.01% 1014
2018
Q3 		$11K Hold
50
– – ﹤0.01% 1061
2018
Q2 		$11K Buy
50
+14
+39% +$3.29K ﹤0.01% 1075
2018
Q1 		$9K Buy
36
+10
+38% +$2.4K ﹤0.01% 1028
2017
Q4 		$6K Buy
+26
New +$5.86K ﹤0.01% 1166

Other funds holding EG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
AGA
Altrinsic Global Advisors Stamford, Connecticut $2.79B AUM 7.25% 1-Year Est. Return

First Horizon Advisors's EG Position: Q2 2025 in Review

First Horizon Advisors increased its Everest Group (EG) stake by 50% in Q2 2025, buying an estimated $4.14K and bringing the position to 36 shares worth $12.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1605.

First Horizon Advisors first reported a position in EG in Q4 2017 and has held it in 31 quarters since. The position peaked at $97K in Q4 2021. 673 funds tracked by Wall St. Rank hold EG as of Q2 2025.

  • First Horizon Advisors held 36 shares of Everest Group worth $12.2K as of Q2 2025.
  • First Horizon Advisors bought 12 Everest Group shares in Q2 2025, an estimated $4.14K.
  • Everest Group made up ﹤0.01% of First Horizon Advisors's portfolio in Q2 2025, its #1605 holding.
  • First Horizon Advisors first reported a position in Everest Group in Q4 2017 and has held it in 31 quarters since.
  • First Horizon Advisors's Everest Group position peaked at $97K in Q4 2021.
  • 673 funds tracked by Wall St. Rank held Everest Group as of Q2 2025.

Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.