FJ Capital Management
EG icon

FJ Capital Management’s Everest Group EG Stock Holding History

FJ Capital Management’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
Q3 		– Sell
-2,147
Closed -$767K – 164
2026
Q2 		$767K Buy
+2,147
New +$735K 0.1% 73
2023
Q2 		– Sell
-2,186
Closed -$783K – 107
2023
Q1 		$783K Buy
+2,186
New +$786K 0.1% 79

Other funds holding EG

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $31.5B AUM 27.89% 1-Year Est. Return
Vulcan Value Partners
Vulcan Value Partners Birmingham, Alabama $3.13B AUM 1.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

FJ Capital Management's EG Position: Q3 2026 in Review

FJ Capital Management sold out of Everest Group (EG) in Q3 2026, closing a stake of 2,147 shares — an estimated $767K sold.

FJ Capital Management first reported a position in EG in Q1 2023 and held it in 2 quarters. The position peaked at $783K in Q1 2023. 580 funds tracked by Wall St. Rank hold EG as of Q3 2026.

  • FJ Capital Management reported no remaining Everest Group position as of Q3 2026 after selling out during the quarter.
  • FJ Capital Management sold 2,147 Everest Group shares in Q3 2026, an estimated $767K.
  • FJ Capital Management first reported a position in Everest Group in Q1 2023 and held it in 2 quarters.
  • FJ Capital Management's Everest Group position peaked at $783K in Q1 2023.
  • 580 funds tracked by Wall St. Rank held Everest Group as of Q3 2026.

Based on FJ Capital Management's 13F filing for Q3 2026, filed 13 Nov 2026.