Focus Partners Wealth
EG icon

Focus Partners Wealth’s Everest Group EG Stock Holding History

Focus Partners Wealth’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 		$1.87M Sell
5,733
-2,288
-29% -$753K ﹤0.01% 1341
2025
Q4 		$2.72M Sell
8,021
-1,255
-14% -$414K ﹤0.01% 1197
2025
Q3 		$3.18M Buy
9,276
+5,191
+127% +$1.75M 0.01% 882
2025
Q2 		$1.39M Buy
4,085
+1,558
+62% +$538K ﹤0.01% 1014
2025
Q1 		$918K Sell
2,527
-9,025
-78% -$3.19M ﹤0.01% 1098
2024
Q4 		$4.19M Sell
11,552
-52,007
-82% -$19.5M 0.01% 663
2024
Q3 		$9.58M Buy
63,559
+31,334
+97% +$11.9M 0.03% 412
2024
Q2 		$12.3M Buy
+32,225
New +$12.2M 0.04% 331

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 Wealth's EG Position: Q1 2026 in Review

Focus Partners Wealth reduced its Everest Group (EG) stake by 29% in Q1 2026, selling an estimated $753K and leaving 5,733 shares worth $1.87M. The position accounts for ﹤0.01% of the portfolio, ranked #1341.

Focus Partners Wealth first reported a position in EG in Q2 2024 and has held it in 8 quarters since. The position peaked at $12.3M in Q2 2024. 663 funds tracked by Wall St. Rank hold EG as of Q1 2026.

  • Focus Partners Wealth held 5,733 shares of Everest Group worth $1.87M as of Q1 2026.
  • Focus Partners Wealth sold 2,288 Everest Group shares in Q1 2026, an estimated $753K.
  • Everest Group made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1341 holding.
  • Focus Partners Wealth first reported a position in Everest Group in Q2 2024 and has held it in 8 quarters since.
  • Focus Partners Wealth's Everest Group position peaked at $12.3M in Q2 2024.
  • 663 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.