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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Focus Partners Advisor Solutions's EG Position: Q1 2026 in Review

Focus Partners Advisor Solutions reduced its Everest Group (EG) stake by 65% in Q1 2026, selling an estimated $780K and leaving 1,252 shares worth $409K. The position accounts for ﹤0.01% of the portfolio, ranked #862.

Focus Partners Advisor Solutions first reported a position in EG in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.97M in Q3 2025. 663 funds tracked by Wall St. Rank hold EG as of Q1 2026.

  • Focus Partners Advisor Solutions held 1,252 shares of Everest Group worth $409K as of Q1 2026.
  • Focus Partners Advisor Solutions sold 2,371 Everest Group shares in Q1 2026, an estimated $780K.
  • Everest Group made up ﹤0.01% of Focus Partners Advisor Solutions's portfolio in Q1 2026, its #862 holding.
  • Focus Partners Advisor Solutions first reported a position in Everest Group in Q2 2025 and has held it in 4 quarters since.
  • Focus Partners Advisor Solutions's Everest Group position peaked at $1.97M in Q3 2025.
  • 663 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q1 2026, filed 13 May 2026.