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
Q2 		$2.14M Buy
6,001
+268
+5% +$91.8K ﹤0.01% 1329
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 $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 Wealth's EG Position: Q2 2026 in Review

Focus Partners Wealth increased its Everest Group (EG) stake by 4.7% in Q2 2026, buying an estimated $91.8K and bringing the position to 6,001 shares worth $2.14M. The position accounts for ﹤0.01% of the portfolio, ranked #1329.

Focus Partners Wealth first reported a position in EG in Q2 2024 and has held it in 9 quarters since. The position peaked at $12.3M in Q2 2024. 689 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Focus Partners Wealth held 6,001 shares of Everest Group worth $2.14M as of Q2 2026.
  • Focus Partners Wealth bought 268 Everest Group shares in Q2 2026, an estimated $91.8K.
  • Everest Group made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1329 holding.
  • Focus Partners Wealth first reported a position in Everest Group in Q2 2024 and has held it in 9 quarters since.
  • Focus Partners Wealth's Everest Group position peaked at $12.3M in Q2 2024.
  • 689 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.