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Bank of Ann Arbor’s Everest Group EG Stock Holding History

Bank of Ann Arbor’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 		$256K Buy
+700
New +$262K 0.04% 185

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

Bank of Ann Arbor's EG Position: Q3 2026 in Review

Bank of Ann Arbor opened a new position in Everest Group (EG) in Q3 2026: 700 shares worth $256K. The stake represents 0.04% of the portfolio and ranks #185 among its holdings.

580 funds tracked by Wall St. Rank hold EG as of Q3 2026.

  • Bank of Ann Arbor held 700 shares of Everest Group worth $256K as of Q3 2026.
  • Everest Group was a new Bank of Ann Arbor position in Q3 2026.
  • Everest Group made up 0.04% of Bank of Ann Arbor's portfolio in Q3 2026, its #185 holding.
  • 580 funds tracked by Wall St. Rank held Everest Group as of Q3 2026.

Based on Bank of Ann Arbor's 13F filing for Q3 2026, filed 13 Nov 2026.