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Focus Partners Advisor Solutions’s Everest Group EG Stock Holding History

Focus Partners Advisor Solutions’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 		$477K Buy
1,336
+84
+7% +$28.8K ﹤0.01% 835
2026
Q1 		$409K Sell
1,252
-2,371
-65% -$780K ﹤0.01% 862
2025
Q4 		$1.23M Sell
3,623
-2,213
-38% -$731K 0.02% 440
2025
Q3 		$1.97M Buy
5,836
+4,040
+225% +$1.36M 0.02% 343
2025
Q2 		$610K Buy
+1,796
New +$620K 0.01% 612

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

Focus Partners Advisor Solutions's EG Position: Q2 2026 in Review

Focus Partners Advisor Solutions increased its Everest Group (EG) stake by 6.7% in Q2 2026, buying an estimated $28.8K and bringing the position to 1,336 shares worth $477K. The position accounts for ﹤0.01% of the portfolio, ranked #835.

Focus Partners Advisor Solutions first reported a position in EG in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.97M in Q3 2025. 689 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Focus Partners Advisor Solutions held 1,336 shares of Everest Group worth $477K as of Q2 2026.
  • Focus Partners Advisor Solutions bought 84 Everest Group shares in Q2 2026, an estimated $28.8K.
  • Everest Group made up ﹤0.01% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #835 holding.
  • Focus Partners Advisor Solutions first reported a position in Everest Group in Q2 2025 and has held it in 5 quarters since.
  • Focus Partners Advisor Solutions's Everest Group position peaked at $1.97M in Q3 2025.
  • 689 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.